Create
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Products
See all
Community resources
Interests
See all
Community resources
Top groups
Explore all groups
Community resources
Celebration

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root

Avatar

1 badge earned

Collect

Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!

Challenges
Coins

Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.

Recognition
Ribbon

Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!

Leaderboard

Join now to unlock these features and more

Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Get started Tell me more
Atlassian Community about banner
4,464,823
Community Members
 
Community Events
176
Community Groups

Create Rule in Butler for Birthday

Leslie Strovas
Leslie Strovas Feb 15, 2022

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

Answer
Watch
Like Be the first to like this
75 views

2 answers

1 vote
Brittany Joiner
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!

Reply
0 votes
Antonio Panea
Antonio Panea Rising Star Mar 07, 2022

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

Reply

Suggest an answer

Log in or Sign up to answer
Trello
Trello
TAGS

Atlassian Community Events

See all events