We would like to send notifications to an external email address about the execution of a task on the card without direct card access. We do not want to share other data generated on the card (messages, attachments, etc.).
Hi @Tamás Mogyorósi welcome to the community 😊 you can create a custom alert using butler automation. For example:When a card is moved into list "Done", send an email notification to xxx@email.com with subject "Card Complete", and message "{cardname} has been completed". You can choose which card information you would like to include in your message using variables.
Dear Hannah,
thank you for the warm welcome and the quick help!I'll take a look and come back if I have any more questions.Thanks again!
Tamás
Hannah,
as a metrology service provider, each of our cards is a separate order, even for a separate client. We create lists on the cards that contain the tasks to be performed. We have automated what happens when each list item is completed, e.g. be added to a new list with new members.We would like to send an email to the customer about these status changes (e.g. part received, part sent to the measuring room, measurement completed).The boards contain the partner's name and email address. How can I use this information and automatically inform him by email? That's the question...and I hope I managed to describe it clearly
Hi @Tamás Mogyorósi thanks for the additional context! Yes, that all makes sense where are you storing the contact information? Do you use custom fields for this? You can take the value from the custom field and apply it in your rule. (See here)So, for example, let's say you have a custom field called "Email" and you'd like to send a notification to the address contained in this field when a card transitions from one list to another. Your rule would look something like:When a card is moved into list "Done", send an email notification to {{%Email}} with subject "Card Complete", and message "{cardname} has been completed".
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