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Automation: add card to checklist of other card

Oscar Villalba April 1, 2024

Hello, I want to create a button with automation so that a card performs the following actions:

  1. Move to the 'Done' list
  2. Apply a green label 'Done'
  3. Add this card to the 'Finished' checklist on the 'Jobs' card
  4. Send an email to xxx@xxx.com with the card's status.

Can you help me with this?

1 answer

1 accepted

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Answer accepted
Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 1, 2024

Hi @Oscar Villalba 

 

The automation actions are:

  1. Move the card to list "Done"
  2. Add the green "Done" label to the card
  3. Send an email with the content "[your content here]" to "[email address]
  4. Find the card with link "[Jobs card link] and add the item "{triggercardlink}" to the checklist "Finished" 

 

Oscar Villalba April 1, 2024

It works perfectly!

Thank you so much, Mike.

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Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 1, 2024

Hi @Oscar Villalba To keep things in order, would you mind clicking the accept answer button if you are happy please?

Oscar Villalba April 1, 2024

Done. Thanks again!

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