I want to create a rule that adds a new green tag with the name of the company that's on the prospect card, when a specific item in a checklist is ticked to move that card from "Prospects" to "Active (not booked)". I know how to add the trigger, but I can't find how to create a new tag.
Try this. Choose an exist green label with a name and replace that name with a variable e.g. {cardname} that represents the company's name. Note you may find yourself with many green card with different names.
That solved it, fantastic! Thank you!
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