Quero que quando o card avance ele envie um e-mail templatizado para meu cliente

[CS 10X]

Hoje atuo com uma jornada do cliente no Trello e tenho alguns templates para enviar quando meu cliente anda no card, gostaria que esse cliente recebesse o template do meu e-mail quando movesse o card. 

[Christl_Email for Trello]

Hi @CS 10X👋

Christl here from the Email for Trello Power-Up. You would be able to achieve this with our Power-Up.

You can create email templates(we call them saved replies) and use automation to automatically send and email based on a trigger - like for example when a card is added to a certain list (e.g. 'Done' list). By including variables you can automatically pull any data from your card into your email when it is sent. When a person responds to your email, it will be attached to the correct card so you can keep track of the thread in one place.

Here are a few articles that you might find useful:

• You can set your own custom email address.
• Email automation (super useful to automate your workflow).
• You can add the Power-Up to multiple boards in your workspace, allowing you to create multiple 'mailboxes' e.g., help@, sales@, orders@.

You're welcome to pop over any questions to hello@sendboard.com if you want to find out more about how it works or simply add the PowerUp to give it a try with the free trial.

Hope that helps!

[Cody Curry]

Hey there, thanks for joining us in the community! It sounds like our automation tool might be what you're looking for, though it wouldn't have a way to trigger an email containing a specific template.

One alternative, if you're open to it, would be to assign the user to the card when they move it, then add a comment on the card from yourself. This would automatically trigger a Trello notification to that user, and an email as well if they have that setting enabled in their personal settings.

If creating a customized email is critical for your workflow, then perhaps an automation using a third-party automation tool would fit the bill. While we don't endorse specific third-party options, searching for "send email after moving a trello card" should reveal a few options to explore.

Let us know if you have any questions!