I am trying to set up a workflow with Microsoft flow that creates a card in a list as soon as we receive a client request for services and then moves the card to different lists automatically with triggers from other actions further on in the workflow.
The idea is that the card will contain details from the client’s original request - it would be named automatically with dynamic content coming from a form that the client would have filled out to begin the process so we wouldn’t know the specific CardID before setting up the workflow. The first list is “Request Received” then a series of other steps are triggered in the workflow to prepare a quote for the client - in most cases the quote is sent automatically, although in some cases we may interact with the client to further assess requirements and details of those interactions would be added to the card.
My workflow is failing when I want to automatically move that card to the “Quote Sent” list because the “Update Card” action requires that I identify an existing card on the list with CardID. I am looking for a way to identify cards that will be created in the future and named with dynamic content field from a form that clients fill.
Any ideas on how I can set up that workflow so the steps are triggered automatically?
@Greg Garcia once you create the card in the list you could automate the remainder of your workflow using the Butler power up.
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