I have an on-boarding board, that is used for registrations for new clients. I'm an accountant. I, therefore, have different boards for clients who have limited companies, clients who have payroll requirements, clients who have VAT registrations.
When I take on a new client for the registration side of the title is just their name. They're on occasion have many different companies.
I am looking to create new cards for the applicable boards when the custom field has been populated.
Can this be done please?
EG, the card in the registrations but would have my name Andrea Scott onboarding.
I would have a custom field: LTD Name 1 = A E Scott & Co
I would have a custom field: LTD Name 2 = Office Services LTD
If the LTD name 1, is populated, in new card will need to be created with the name "A E Scott & Co" on a different board
Thanks in advance.
Hi @andrea scott ,
did you take a look on Butler? You can create a rule that triggers with one of your conditions and the creates a new card wherever you want.
Moreover if you are dealing with contact managing I invite you to take a look in Crmble Power-Up , since it is a CRM for Trello and maybe could match your requeriments.
It didn't work for me, it created two cards on the other board and neither had the correct name on the card.
are here any other ways to do it, I thunk it may be too complicated for me. or are there any videos on this type of thing that you are aware of?
Hello Community! My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. In this video, I'll share my favorite Trello templates. Templates mentioned in ...
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