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How to prevent card duplication while creating a card through email

While creating a card through email, how to prevent a duplicate card from being created  ?

a) If the card does not exists, a new card should get created

b) if the card exists, then a new card MUST NOT be created. Instead the existing card should get updated with the comments/contents of the new email.

1 answer

0 votes

Hi @Pradeep Prasad 👋

Christl from SendBoard here - makers of the Email for Trello Power-Up.

I have just responded to your email. Please have a look and feel free to reply if anything is unclear or if you have any further questions.

Thanks @Christl de Wet for responding

My further Request: A new option in Trello is required, something like an ON/OFF option switch. We should be able to toggle between "ON switch = create new" and "OFF switch = merge". So that when an email is sent, we control whether a record gets created or merged.
Yes, if there is no pre-existing record, a new record should get created.

Your response.

  • When a client sends a new email, it will create a new card on your board.
  • If a client replies to an email sent form your board, it will attach the email to the existing that card on your board.
  • If a clients forwards an email, even if a card already exists for that correspondence, it will create a new card.
  • If a clients sends a new email about an existing thread and a new 'duplicate' card is created, you can use the merge card feature to merge Trello cards and group related information to continue the correspondence on a single email thread. See our article on how to merge cards: Merge cards in Trello

You can also forward an email to an existing card if needed by simply adding the reference in the subject. Please check out this article for more info on this: How to forward/attach an email to an existing Trello card

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