Can you have a note emailed to a customer from Trello using a trigger?

Francisco Duron May 30, 2024

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.

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Hannah Humbert - Simpla Workflows
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May 30, 2024

@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"

 

Francisco Duron May 31, 2024

@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!

Hannah Humbert - Simpla Workflows
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 4, 2024

You're very welcome! 😊

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