What's new in Eagle

2 March 2020

Trigger automations from birthdays, anniversaries, and other custom dates

A couple of weeks ago we released the ability to have custom date fields. With this new release, you can now schedule automations to fire when those dates happen.

Add custom date trigger

Use this to do things like:

Send a Happy Birthday email automatically to contacts on their birthday
Send anniversary communications based off custom dates
Schedule follow ups to happen after a certain date

The trigger is available for:

Contacts
Properties
Contracts
Appraisals
Addresses
Projects

To use the feature, go to an automation, add a new trigger and select "Before a custom date field" or "After a custom date field".