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Best answer

Send email when checklist item completed

  • 27 July 2020
  • 6 replies
  • 322 views
B
Userlevel 1

Can anyone help me with this

I want to be able to send out a templated email triggered when a checklist item is marked as completed on a specified card

icon

Best answer by PaulKortman 28 July 2020, 13:33

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

PaulKortman
Userlevel 7
Badge +10

@Bizzybee welcome to the forum, and in order to help you we’re going to need more information. Specifically, have you attempted to build this zap yet? Are you talking about a checklist in Trello? And where would you like to send the email from (Outlook/Gmail or an ESP like Constant Contact/Mailchimp/Active Campaign etc)?

 

 

Need Additional help? Feel free to reach out here: https://zapier.com/experts/connex-digital/
B
Userlevel 1

Hi Paul

no I haven’t attempted a zap yet.

yes sorry it is a checklist in trellis and want the email to go from gmail

thanks

jodie

PaulKortman
Userlevel 7
Badge +10

@Bizzybee Okay great, 

 

The best way to get started is to go here: https://zapier.com/apps/trello/integrations/gmail

 

Scroll down looking for Connect Trello + Gmail in Minutes. and then change the trigger for Trello to be “New Activity” and the action to be “Send Email” like so: 

 

Then click on the blue button which will take you through the process of authenticating Trello and Gmail as well as helping you set up what you want the email to say.

 

You will be given a lot of choices for Trello Activites, please change it to “Checklist Item on Card Changed State” as seen here:

Then please specify a board and card.

 

it should have a test/sample like this:

We’ll come back to this in a minute, but note that the Date: checkitem: state: is “complete”

 

Once you get to the point of sending a test email like below we will need you to click on the blue plus symbol between the two steps. 

 

 

Once you click on the blue plus symbol choose filter.  see below)

3fbe3a2ce1a82b48fe2e4107e012b2c6.png

 

Then set up the filter like so:

Choose “Data Check Item State” in the first dropdown, “(Text) Exactly matches” in the second dropdown and type complete in the textbox

 

Now you can test all the steps and turn the zap on. It should work. 

Need Additional help? Feel free to reach out here: https://zapier.com/experts/connex-digital/
B
Userlevel 1

Hi, this is great thankyou.  I’ve gone through all the steps and all the steps work, but I have a question.  This email will be sent out when a checklist item on a specific card is marked as complete, however the checklist on the card has several items.  How do I get the email to send out when a specific item is marked as complete?

this zap seems to run when any checked item is marked as complete

 

Thanks

Jodie

PaulKortman
Userlevel 7
Badge +10

Jodie,

 

in that filter step you can add an “and” statement and inside the options there should be a “data check item name” or something similar to that. Simply put that in the left side and set the middle to “(Text) exactly matches” and put the name/title of the checklist item that you only want this zap to run for. 
 

it will filter out anything else and only run for the checklist item you specify in that filter. 

Need Additional help? Feel free to reach out here: https://zapier.com/experts/connex-digital/
B
Userlevel 1

Thanks great.  thank you so much for your help with this, couldn't have done this on my own

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