Hi,
I want to create a rule in one of my boards that when I enter a date in the "Birthday" field in my card on my Clients list (using Crmble powerup to customize my cards), Butler will automatically create a new task card for the client called Send Birthday Greeting, move it to the Upcoming Birthdays list and set a due date 10 days before the birthday. I've gotten as far as creating the trigger but can't figure out how to configure the action. Would really appreciate any guidance.
Leslie
@Leslie Strovas hi! i think you want your rule to look like this
and then, it will do this!
Let me know if that makes sense, or if i need to explain it better!
Hi @Leslie Strovas ,
by the moment Crmble it is not integrated with Butler rules. We are working in a new release that will allow you to do so through an https call.
Thanks!
Toni
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