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Is there a way to set a custom field over email card creation?

Hello everyone, i really enjoy sending cards over email to the board and do a lot of it too because i find it very productive and saves a lot of time.

Subject, description and use of labels over mail is no problem but i also use a couple of dropdown lists custom fields. I want to know how to set a custom field in email subject  as i do with labels (like #labelname)

 

thank you!

3 answers

0 votes
Soumyadeep Mandal
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Dec 17, 2020

Hi @Agustin Gigena ,

You can check out these

https://help.trello.com/article/1160-custom-field-variables

https://bridge24.com/blog/use-trello-custom-fields-to-optimize-your-workflow/

else

I'm not sure whether what you are asking is currently possible or not!

you can contact Trello Team by asking Trello support HERE

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Soumyadeep Mandal
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Dec 17, 2020

Hi @Agustin Gigena ,

If you format the subject line in a particular way you can use API automation to set a custom field value:

https://developers.trello.com/docs/getting-started-custom-fields

For example, when you send an email in the format:

New expense $3.20

you could split the title of the created card at the $ sign then enter 3.20 into the Amount custom field.

Not working or not using it properly

I've added a Text custom field called "Amount" to test your answer, wrote an email with subject New expense $45 and Card title shows that exactly without adding value to custom field.  Maybe i'm missing something.

Custom fields need to have a name like "Amount" and i would like to know how to invoke it in the email subject to add the value to that custom field.

In my case I use droplist but i can dig my way to that if only know the basic way to target a custom field from email subject.

Also the link you pointed to API automation does not mention the symbol $ or talk about invoke a custom field to add a value from email.

0 votes
Soumyadeep Mandal
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Dec 15, 2020

Hi @Agustin Gigena ,

Welcome to the community!

Please checkout this integration https://www.autopilothq.com/integrations/trello/custom-fields/email

Hi @Soumyadeep Mandal 

Thank you for your answer but seems a very complex solution to what i feel is a really small problem. Just wanted to know if there is a code, hashtag, symbol or whatever that sets an existing custom field in my board to appear in that card and avoid to do it later in trello.

An example:

Composing an email.

To: trello board

Subject: Order Nº 10809 - 15x7x5 Rectangular Tuck lock box #clientname #boxstyle

Body: Work description and notes

------Send Mail------

 

That would give me a card with 2 predefined labels i've already set in trello (#clientname #boxstyle)

I also have a custom field (droplist) to display the job's status. Is any there any way to set that custom field from email like i do with labels?

I've read somewhere that symbol $ triggers a custom field but didn't work for me or i don't know how to properly use it.

Like Soumyadeep Mandal likes this

I'm having the same difficulty

 

You did it?

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