Hoje atuo com uma jornada do cliente no Trello e tenho alguns templates para enviar quando meu cliente anda no card, gostaria que esse cliente recebesse o template do meu e-mail quando movesse o card.
Hey there, thanks for joining us in the community! It sounds like our automation tool might be what you're looking for, though it wouldn't have a way to trigger an email containing a specific template.
One alternative, if you're open to it, would be to assign the user to the card when they move it, then add a comment on the card from yourself. This would automatically trigger a Trello notification to that user, and an email as well if they have that setting enabled in their personal settings.
If creating a customized email is critical for your workflow, then perhaps an automation using a third-party automation tool would fit the bill. While we don't endorse specific third-party options, searching for "send email after moving a trello card" should reveal a few options to explore.
Let us know if you have any questions!
Hi @CS 10X👋
Christl here from the Email for Trello Power-Up. You would be able to achieve this with our Power-Up.
You can create email templates(we call them saved replies) and use automation to automatically send and email based on a trigger - like for example when a card is added to a certain list (e.g. 'Done' list). By including variables you can automatically pull any data from your card into your email when it is sent. When a person responds to your email, it will be attached to the correct card so you can keep track of the thread in one place.
Here are a few articles that you might find useful:
You're welcome to pop over any questions to hello@sendboard.com if you want to find out more about how it works or simply add the PowerUp to give it a try with the free trial.
Hope that helps!
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