Hello, I am working with my team on streamlining the onboarding process and I need to automate these notifications.
Trello Notifications or other apps like tasks or google calendar, but preferably Trello:
New Office Notifications: From Day one of sign-up (Based on a created card or event)
Day 3 team member Call Office
Day 7 team member Call Office
Day 14 team member Call Office
Day 30 team member Call Office
Day 90 team member Call Office
Day 180 team member Call Office
Day 365 team member Call Office
Data Conversion Notifications:
After Conversion:(based on a card on the board)
Day 1 - 7 Call office each day (assigned to conversion team member)
Day 1 Call Office
Day 3 Call Office
Day 7 Call Office
Would using the card repeater be enough?
I am still learning to use power-ups and integrations so I need some help. Thank you
I was able to create a rule that creates new cards in a list for these follow-ups.
Is there a way to link the cards that are for the same customer?
when the "Account Created" item is checked in a checklist named "Onboarding Checklist" in a card in list "List Name", create a new card with title "call office" and description "{cardname} {carddescription} {cardcheckliststate}" in list "Testing integrations" on board "New Offices", and set due in 3 days, create a new card with title "call office day 7" and description "{cardname} {carddescription} {cardcheckliststate}" in list "Testing integrations" on board "New Offices", and set due in 7 days, and create a new card with title "call office 14 days" and description "{cardname} {carddescription} {cardcheckliststate}" in list "Testing integrations" on board "New Offices" and add member @Member to the card, and set due in 14 days
Thank you
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