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[Trello Holiday Calendar] Day 21: Auto-Reply to Form Submissions Using Trello

Hey everyone! ๐Ÿ‘‹

Today weโ€™re making sure nothing slips through the cracks if you're receiving enquiries through a form! This one relies on a little collaborative magic between Blue Cat Forms and Email for Trello. Let's check it out. ๐Ÿ‘€

1. Embed your Blue Cat form on your website. This example is a booking form, but yours could be for anything! Help tickets, job applications โ€“ the use cases are endless.

blue-cat-form.jpg

2. When your form is submitted, a Trello card will be created on your board.

new-card.jpg

3. Using Email for Trello, you can automatically send out an email as soon as a form response is received. Simply set up an automation rule to send out a Saved Reply. The trick to making this work is to use a Trello Custom field for your customerโ€™s email address. Blue Cat Forms will set this value and an automation rule will use the value to send an email:

butler-rule.jpg

4. Now you can continue the email conversation โ€“ right from Trello! ๐Ÿ˜Ž

auto-reply.jpg

 

I really hope this inspires some interesting and time-saving uses for forms + email in Trello!

1 comment

Brittany Joiner
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 21, 2021

@Mark Fowles amazing!! that's a really handy way to make sure no emails fall through the cracks. I actually think I might set this up for our Giveaway we're doing on the 25th! ๐Ÿ˜Š 

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