Sending an email with custom field content

[Cyndi Osterhus]

Hello,'

I want to send an email that contains the content of custom fields on a specific card.

Thanks!

Cyndi

[milynnus]

@Cyndi Osterhus 

You be able to include custom fields using {{%CF_Name}} in the body of your email. Only CFs on the current will be available to you. 

[Cyndi Osterhus]

Thank you! So... If I want the street address of the client whose card is referenced as cardname, I tried including the custom fields {{%Street}} {{%City, State Zip}} in the body of the email. The result was no reference to the address or custom fields. Are my custom field names the problem?

Thanks!

Cyndi

[milynnus]

@Cyndi Osterhus 

It has to be on the current card and the name after % must match exactly with the CF definition

https://support.atlassian.com/trello/docs/working-with-custom-fields/

[Antonio Panea]

Hi @Cyndi Osterhus ,

do you want to send the email directly from the card? What email client are you using?

Cheers

Toni

[Cyndi Osterhus]

I want to create a rule. We use Outlook.

Below is the template of our client cards where we add the information in the custom fields. The rule created is 

when a due date is set on a card, send an email notification to "cyndi@rowanpools.com;debbie@rowanpools.com" with subject "Installation Scheduled" and message "Installation for {cardname} has been scheduled. The address is {Street} {City, State Zip}."

We get the message but it includes only the Installation for {cardname} has been scheduled.

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[Cyndi Osterhus]

We got it! 

when a due date is set on a card, send an email notification to "cyndi@rowanpools.com;debbie@rowanpools.com" with subject "Installation Scheduled" and message "Installation for {cardname} has been scheduled. The address is {{%STREET}} {{%CITY, STATE ZIP}}."

The DEVIL is in the DETAIL!!!

Thanks to all!