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I want to make a survey, link it to a Trello, then send it to the employee, then automatically trello create a task based on the survey
Hello @afrah_s_alhajj,
Welcome to the community! When you install Hipporello Service Desk, you get form templates on a web portal that you can brand. You can get started easily simply by editing one of the forms. (see example below).
- Once you share the link with your employees -or whoever you want-, you'll receive all forms responses in Trello as cards.
- And next, you can send messages to form responders from inside the the cards created.
- It's also possible to make forms private, available to a person/group only. Or you can automate sending messages like "Thanks for your response!" to form responders.
Let me know if you have any questions,
Cigdem
I recently setup something like this for a client.
There are a few Trello Powerups out there that can capture survey input (webform) directly into Trello, the one I used was called Forms for Trello by Blue Cat and it was fairly easy to use.
https://trello.com/power-ups/6139de588901011c01baf52f/forms-by-blue-cat
The basic process after you have the powerup installed was
For there, you can use Trello automation (butler) to assign members to the card, send out email notifications, basically whatever you want.
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