Auto Populate Cards + Due Dates

Mahogany PR January 23, 2021

I've connected MailChimp (MC) to Trello using Zapier.

Every time a new MC subscriber is added, a new card for that person is created in Trello.

 

How do I setup - automatically - cards for things that need to be done and by a set due date for each new subscriber?

 

Example

Our administrator has to complete the same tasks for each new subscriber:

- call them

- research for them

- follow up

 

How do I automate these tasks and have due dates added to them for each new subscriber added to Trello?

 

Thanks

1 answer

0 votes
milynnus
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
January 23, 2021

@Mahogany PR 

Zapier allows you to use the output of an earlier step - via Custom. Get the card using the ID of the card you have just created to add Checklist. For due date and assign member on card, I remember you can do it when you are creating the card . As to whether you assign to item, I cannot quite remember. 

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events