Is it possible to make a note on a trello card to update the group and at the same time have that note be emailed out to the customer. Maybe we can use a custom field to enter the customers email address and have a rule that automatically send an email to the email address provided in the custom field for that specific trello card and it can be triggered by lets say typing (@)customer towards the end so not every single note gets sent out to the customer just the updates we need to send them.
@Francisco Duron yes definitely. You use @card to notify all card members, or @board for all board members. Or would the group be something else?
As for notifying the customer, as you said, you can create a custom field called "Customer Email" to host their address. It might help to have a customer name field as well. Try something like:
when a comment containing "@customer" is posted to a card, send an email notification to "{{%Customer Email}}" with subject "You've received a new comment" and message "Hi {{%First Name}},\n\nSee below:\n\n{commenttext}\n\nRegards,\nx"
@Hannah Humbert - Simpla Workflows thank you so much. That is exactly what I was looking for. It was super simple to set up and I was able to tailor the subject and message to our needs!
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You're very welcome! 😊
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