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Trello, Zapier, & Sign Request

Cliff Pierre June 2, 2020

Hello, 

Quick question on how to automatically pull an email from a Trello card, to setup an automated Zap to send a document to by moving the card to a different list to automate the process with the platform Sign Request?

Having an issue with finding solely pulling the email data. Might need a suggestion to setup the custom coding to get it done. 

 

Screen Shot 2020-06-02 at 2.25.52 PM.png

Screen Shot 2020-06-02 at 2.25.40 PM.png

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Iain Dooley
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 3, 2020

@Cliff Pierre there should be a plain text description field you can use, and then pass that value through a javascript Zapier component and use a regular expression to grab it.

Alternatively, you could use Butler for this bit (the regex handling in Butler is slightly easier) and send an email into a Zapier email parser in a predictable format and then get your info from there:

https://parser.zapier.com/

Cliff Pierre June 3, 2020

The plain text does not show up based on how I pulled the original info into the card from the first zap. I found a workaround by naming the card with the person's email. Will look into Butler to see how that works. Thanks @Iain Dooley 

Like Iain Dooley likes this

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