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

Heather Gonzalez
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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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Ste Wright
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January 16, 2023

Hi @Heather Gonzalez 

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

Ste

Heather Gonzalez
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January 17, 2023

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

Ste Wright
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.
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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