Help with Butler Automations

Jonathan Eatly
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August 14, 2024

I'm looking to create a rule using Butler so that I don't have to create multiple rules, I will attempt to describe this as best as I can about what I'm looking to achieve.

I want the following to happen:

1. When a custom field is updated with one of our client names; and another is updated to a stage

2. The rule finds a template card for that client in a specific list 

3. It then copies the checklist to the card that is labelled the same as the custom field stage name 

4. This then updates a label on the card

 

I can see how to do it by specifically putting in the card name and checklist name, but this would mean we have to create multiple rules for all of our client template cards, but I want one rule that works across all our current and future clients.

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Dreamsuite Mike
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August 14, 2024

If I have managed to interpret your request correctly, this automation would get you there...

If I haven't got it right, please elaborate and I can try again..

If I have hit the nail on the head and this works for you, please click the Accept Answer button.

When the custom field "Clients" in a card with custom field "Stage" set look up a card with name {customfieldvalue} and add the checklist {{%Stage}} from card {foundcardlink} to the card, add the label {{%Stage}}

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