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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
Community Leader
Community Leader
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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