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How to automate an action when x cards in a list

Daniel Lee
I'm New Here
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June 28, 2023

Hi all

im trying to automate an outward email that is sent when say 5 cards are in a list and extract  the same field from each card and insert into the email  eg serial number  custom field which is essentially a alphanumeric number

 

the outgoing email will have 5 numbers from the five cards

im able to send an email via Zapier but only on one card at a time when the card is moved to the list

any help would be great thank you 

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Answer accepted
Mike - Dreamsuite Consulting
Community Champion
June 29, 2023

I think there is a way that is a little convoluted:

  • You'll need a card that processes this in another list.  In my example below it I'm going to call it Serial Numbers
  • The list the card is going to go into will be called Items
  • It will have an automation that will copy the Serial Number custom field value to the description and assumes that it is the only information in the Item card description

Screenshot 2023-06-29 113553.png

Screenshot 2023-06-29 113418.pngScreenshot 2023-06-29 113641.png

Daniel Lee
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
June 30, 2023

Thanks very much I’ll give it a go with my test board

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