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is there a way to automatically send an email when you move a card to another list?

Heather Gonzalez January 16, 2023

My goal is to have an email send to a customer when a card is moved to a list. I want an email requesting a review of our services to the customer.

I've found lots of community answers about how to do this using different PowerUps, but I don't see anywhere showing you how to tell it what email to send it to. Is there a way to put the customer's email somewhere on the card so Zapier can read it and send an email to that specific customer? It's a different email every time. I would ideally like to use Zapier as it's free, the other PowerUp options (Hipporello, SendBoard, etc) are paid.

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Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 16, 2023

Hi @Heather Gonzalez 

Is the Customer's email address stored somewhere on the Card? If so, where?

Ste

Heather Gonzalez January 17, 2023

Currently no, but we can. We don't have custom fields though, so is there another place we can put it?

Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 17, 2023

Hi @Heather Gonzalez 

Ideally it'd be in a custom field (although even then it'd need to be tested).

You need something for Apps like Zapier to easily refer to, with unique values.

Ste

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