how to fill in custom field with sender email address

Tammy Shi February 21, 2022

1. requester(his email is  abc@dfg.com) using email to board Link send an card to board by email.

2. there is custom field named "Email ID"

how to create a rule fill in the Email ID with abc@dfg.com

 

Thank you very much

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Hannah Humbert - Simpla Workflows
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February 21, 2022

Hi @Tammy Shi ! Welcome to the community :) It is possible to pull certain things from the description and have that word or phrase populate a custom field using wildcards. For example:

when the description of a card contains "{* }@{* }", set custom field "Email" to "{wildcard1}@{wildcard2}"


The only issue with this is you're relying on the body of the email to contain the sender's email address, so if someone doesn't include their email in their signature, you'll be left with a blank custom field.

The more reliable option would be to use Zapier instead of Trello's email to board function. I'm assuming there's a way to map the sender email field to a custom field in Trello. 

Tammy Shi February 23, 2022

It's amazing, it works well. really great. Thanks a million for your response.

By the way, what is Zapier? And is there any documentation talks about those parameters and format I can used in the rules?

QQ图片20220224103324.png

Hannah Humbert - Simpla Workflows
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February 23, 2022

You're welcome 😊 glad that's working for you! Zapier is an automation tool that allows you to create "if this then that" automations. So for example, if you receive a new email, then create a new Trello card. You can then map information from the email into the Trello's card's fields. It's just a more in-depth integration compared to the native email to board functionality. There's a bit of information here

Tammy Shi March 28, 2022

Hi Hannah,

in recent cases, we use

when the description of a card contains "{* }@{* }", set custom field "Email" to "{wildcard1}@{wildcard2}"

then got email like this

tammy@in.cba.com<mail to: tammy@in.cba.com>

how could we get tammy@in.cba.com only?

Hannah Humbert - Simpla Workflows
Community Leader
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March 28, 2022

@Tammy Shi the reason it's pulling information after the email address is because there are no spaces between "cba.com" and "<mail" so butler doesn't know when the email address ends. 

You might need to create a separate rule to that says something like:

when the description of a card contains "{* }@{* }<{*}", set custom field "Email" to "{wildcard1}@{wildcard2}"


This will cover off all basis where the description contains "<mail" directly after the email, but there may be other cases where the email address has other characters directly after the email, so if that happens frequently, using butler might not be the most sustainable option. Zapier in this case might work better if you're able to map the sender email to a custom field as mentioned above. 

0 votes
James Rosseau May 20, 2024

Hi Jay, I am trying to get this to work for me.

Where you have "mailto" above, does that represent something that resides in your description?

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Jay Jillard
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October 4, 2023

After messing around with it for AGES i finally got this to work:

[{*}@{*}](mailto:{?}

the set email as {wildcard1}@{wildcard2}


James Rosseau May 17, 2024

a

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