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
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.
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?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
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.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
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?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
@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.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
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?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
After messing around with it for AGES i finally got this to work:
[{*}@{*}](mailto:{?}
the set email as {wildcard1}@{wildcard2}
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.