Automatically move certain cards to another list based on the card name

Shelley Barendregt

Hi there!

I have a board in which I monitor the journey of my clients through my program. The moment they book a session with me, a card is automatically created in my board in the 1st list. The card name contains the name of my client.

I'd like to automate in Trello that when a card is created, it will check the name of the client (so the start of the card name) and search for the corresponding list (they all have their own list in the board with their names on it) and move that card over there. 

I think I have to use the trigger "when the name of a card starts with ..." but I don't know what variable I can put in there. And what would I put as an action so that it looks for the list which matches the name and moves the card there?

Is this at all possible?

Hannah Humbert - Simpla Workflows

Hi @Shelley Barendregt ! What would a card name look like? Is there a pattern every time? 

So, let's say a card is added to a board, and the card name is "Shelley Barendregt", you can setup the automation to the "Shelley Barendregt" list. The rule for this could look something like this:

"when a card is added to the board, move the card to the list {cardname}"


If there will be other information in the card name, you could use a wildcard. So, if the card name is "Shelley Barendregt - xxxxx", the rule could look something like:

"when the name of a card starts with "{*} -", move the card to the bottom of list "{wildcard1}"

The above example is when the client name is followed by a "-". So it will take all the words in the card name until there is a "-".
 
You could also do "when the name of a card starts with {* }". This will take the first word of the card name up until there is a space. If there is the first and last name in the card name, the rule could say: "when the name of a card starts with "{* } {* } -", move the card to the bottom of list "{wildcard1} {wildcard2}".


So yeah! A few options there. It all really depends on how you're structuring the card names