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Quero que quando o card avance ele envie um e-mail templatizado para meu cliente

CS 10X
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September 17, 2023

Hoje atuo com uma jornada do cliente no Trello e tenho alguns templates para enviar quando meu cliente anda no card, gostaria que esse cliente recebesse o template do meu e-mail quando movesse o card. 

2 answers

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Christl_Email for Trello
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
September 20, 2023

Hi @CS 10X👋

Christl here from the Email for Trello Power-UpYou would be able to achieve this with our Power-Up.

You can create email templates(we call them saved replies) and use automation to automatically send and email based on a trigger - like for example when a card is added to a certain list (e.g. 'Done' list). By including variables you can automatically pull any data from your card into your email when it is sent. When a person responds to your email, it will be attached to the correct card so you can keep track of the thread in one place.

Here are a few articles that you might find useful:

You're welcome to pop over any questions to hello@sendboard.com if you want to find out more about how it works or simply add the PowerUp to give it a try with the free trial.

Hope that helps!

0 votes
Cody C.
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
September 19, 2023

Hey there, thanks for joining us in the community! It sounds like our automation tool might be what you're looking for, though it wouldn't have a way to trigger an email containing a specific template.

One alternative, if you're open to it, would be to assign the user to the card when they move it, then add a comment on the card from yourself. This would automatically trigger a Trello notification to that user, and an email as well if they have that setting enabled in their personal settings.

If creating a customized email is critical for your workflow, then perhaps an automation using a third-party automation tool would fit the bill. While we don't endorse specific third-party options, searching for "send email after moving a trello card" should reveal a few options to explore.

Let us know if you have any questions!

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