Please add native auto-detection capabilities for contact information and birth dates within birthday reminder workflow triggers and actions.
Currently, setting up automated birthday reminders requires manual workarounds or external triggers to pull contact data effectively. Having the system automatically detect and parse the contact's details directly from their profile upon hitting a birthday date trigger would streamline the process and eliminate complex custom field mapping.
Practical Examples / Use Cases:
Automated Date & Contact Extraction: When a contact enters a workflow via the "Birthday Reminder" trigger, the system should instantly auto-detect their exact birth date (e.g., October 15th) from the standard contact field, alongside their name, phone number, and email address, without needing manual mapping.
Seamless Multi-Channel Dispatch: Once the birthday date is detected, the workflow should immediately route to automated actions—such as sending a personalized SMS ("Happy Birthday, [First Name]! Enjoy your special day!") or an email loaded with a promo code—pulling all contact destination points natively.
Conditional Timing Control: Allow workflows to easily recognize the exact countdown or wait step relative to the detected birthday date (e.g., triggering an internal staff notification 3 days before the detected date, and an automated client greeting right on the morning of their birthday)