Create Rule in Butler for Birthday

Question

Hi,

I want to create a rule in one of my boards that when I enter a date in the "Birthday" field in my card on my Clients list (using Crmble powerup to customize my cards), Butler will automatically create a new task card for the client called Send Birthday Greeting, move it to the Upcoming Birthdays list and set a due date 10 days before the birthday. I've gotten as far as creating the trigger but can't figure out how to configure the action. Would really appreciate any guidance.

Leslie

Antonio Panea · Answer

Hi @Leslie Strovas ,

by the moment Crmble it is not integrated with Butler rules. We are working in a new release that will allow you to do so through an https call.

Thanks!

Toni

Brittany Joiner · Answer

@Leslie Strovas hi! i think you want your rule to look like this

and then, it will do this!

Let me know if that makes sense, or if i need to explain it better!