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Creating a new rule with Butler

Christoffel Couck February 6, 2021

I want to create a rule that adds a new green tag with the name of the company that's on the prospect card, when a specific item in a checklist is ticked to move that card from "Prospects" to "Active (not booked)".  I know how to add the trigger, but I can't find how to create a new tag.

 

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milynnus
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February 7, 2021

@Christoffel Couck 

Try this. Choose an exist green label with a name and replace that name with a variable e.g. {cardname} that represents the company's name. Note you may find yourself with many green card with different names. 

Christoffel Couck February 7, 2021

That solved it, fantastic!  Thank you!

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