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Create Rule in Butler for Birthday

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

2 answers

1 vote
Brittany Joiner Community Leader Feb 20, 2022

@Leslie Strovas hi! i think you want your rule to look like this

image.png

 

and then, it will do this!

birthday-autoamtion.gif

Let me know if that makes sense, or if i need to explain it better!

0 votes

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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