How to send emails from a Trello board

Working with contacts in your Trello board? Here's 3 ways you can send an email without leaving Trello, including sending automated emails!

1. Trello Automation (use the "send email" action and reference a custom field with an email address)
3. Email for Trello Power-Up (use this if you want a combo of automation, in-Trello email editor, and viewing conversation history straight from your board)

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[Natacha.z.labonte]

I rarely leave comments but this is so good! Thank you, following you!

[jsdumby]

Hello - this video was super helpful!! I have been trying to establish some Zaps to automate our client servicing and I saw this and thought I had it however 😞I dont have the option of adding the custom email field in the drop down. I have tried setting the automation up in Zapier and also adding the power up option to the Trello board itself hoping it was just a lag and working directly with the board would resolve the issue. Any ideas why the custom field isn't an option for me?

[alexinprint]

Hey! Love your content!
Been trying to get the email from Trello trigger to work using zapier, but can’t figure it out….we have a template card in our first list/board that we copy and enter a clients email into, I want an email to be sent right away to the client once that happens…when I set up on zappier and choose the “email” custom field it just says “no data” which is normal, since we don’t have an email there yet…but the zap test is blocking us from continuing…what am I missing!

[studionan]

Hi Brittany, is it possible to add specific dates and times to the ticket and reflect them within the automated email?
Goal is to have customers receive an appointment confirmation.

Thanks in advance for your reply! ☀️

[TheDanishBully]

how I get the information of the card into the email?

I figured out how to send an e-mail - but I dont know how to make sure the card navn is in the e-mail.
Els it just say whatever I type into the Body in zapier

[ricardoandradeadvogado]

Professor, I'm from Brazil, nice to meet you and your work, I have a question, in the send an email notification to field, will this {{%Email}} send an email to all the guests on the board?

[krqbogs]

Hi Brittany! Do you know why it will only send emails to the email that appears under "1. Email" in grey? Rather than the actual email associated with the card when moving lists. Thanks!

[markymark]

Hey Brittany, i really hope you can help? I have managed to forward one email to my Trello list and the function stopped working! Have you any ideas?

[KiaNicholTheRealtor]

when setting up the trigger in Zapier, how do you select "any card' as an option?

[Instasignsusa]

Hi, Do you have a specific video that shows how to send automatic customer notification emails when a card is moved to a new list? ie: done list. thanks

[IsaacLenon]

Hello! Could you help me with a question? Is it possible to send the status of the card checklists in the body of the email? Just like Trello does with {cardcheckliststate}

[pjqgwge]

Hi Brittany,
Is it possible to have the contact name of the person you are emailing in automated emails from gmail with Zapier? Also, can the gmail email be viewed in Trello or do all replies only go to your email not Trello itself?

[justanothervote]

Hello, I have a question... I am looking to set something up where I can automatically email myself a copy of each card I create. The purpose of this is to document my work day and what I did. I am documenting how long I spend on each task.Basically, I need a copy of the board so that it is a record that shows I didn't change the card later on if that makes sense. Is there a way to do this on Trello?

[dsha]

how can I copy my task comments when I send emails in my gmail inbox so that email convos are documented automatically to task comments.