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?
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?
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.
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