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Automated emails using Custom Fields

FBP Admin January 17, 2024

Hi,

I am trying to send automated emails from Trello using CF called 'Contact email'.
Currently works with the CF field set as Text.

But i have many contacts and can't get the same automation to work if i make it a dropdown list.
Any tips?

TIA.

1 answer

0 votes
Hannah Humbert - Simpla Workflows
Community Champion
January 17, 2024

Hi @FBP Admin , can you share the rule you've created? Something like this should work:

when the due date is marked as complete in a card, send an email notification to "{{%Email}}" with subject "Card Complete" and message "...."
FBP Admin January 18, 2024

Thanks Hannah, i have left it as Text for now.

Hannah Humbert - Simpla Workflows
Community Champion
January 19, 2024

The rule should work regardless of custom field type (as long as the field is populated with an email address).

Shel Friesen
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June 11, 2024

@Hannah Humbert - Simpla Workflows 

This isn't working for me, even as text. What am I doing wrong?

 

join the card,

rename the card to "{{%Priority}} - {{%Company}} - {{%Client Name}}",

send an email notification to "{{%RM-email}}" with subject "MessageTEST" and message "test",

remove the "Action list" checklist from the card,

and move the card to the top of list "Completed"

I get this error in the activity log: "No email address to send to."

Shel Friesen
I'm New Here
I'm New Here
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June 11, 2024

Oop- disregard!

The case-sensitivity was getting me. 

 

Thank you anyways!

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