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Atomation with email

salva Informatica August 30, 2021

I have a board that receive cards from email.

I need move these cards to diferent lists depends the some value. For example, questions to list 2, orders to list 3, claims to list 4, etc.

How I could to do this? I can't find the solution on automation options.

Best Regards

1 answer

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Hannah Humbert - Simpla Workflows
Community Champion
August 30, 2021

Hi Ignacio! Where are these values (questions, orders, claims) held? Are they in the description of the card, in a custom field, etc ?

salva Informatica August 30, 2021

Hi Hannah

I think that this text could be on subject or message text.

Best Regards

Nacho

Hannah Humbert - Simpla Workflows
Community Champion
August 30, 2021

So would that be the title/name of the card? Would a basic rule like this work?

Screenshot_20210830-210902_Chrome.jpg

So the idea would be to create a seperate rule for orders, etc.

You can also say:

"When a card's description contains..."

or

"When a card's name or description contains..."

salva Informatica August 30, 2021

Many thanks by your help.

I will try your suggestion.

Best Regards

Nacho

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