We create costumes for customers. We use Cognito Forms to start an order with specifics about the costume. Each piece gets a separate Cognito form which in turn creates a separate Trello card for workflow/productdion. As the Trello cards move through the workflow, they trigger update and notification events.
I wouid like to send an email to our customer when their costume order reaches a specific point in the workflow… BUT, there may be several cards in the workflow that are associated with an order (say 222222 in this case) and I want to use the related card with the longest due date for delivery. For example: Card 1 may take 5 days to produce, but Card 2 (related by order number (222222-A, 222222-B, 222222-C, etc) may take 14 days to produce. I only want to update the customer when Card 2 reaches a workflow point as that item will take the longest to manufacture. We ship orders complete which mean all pieces have to be finished.
My question is: Is there a way to have Zapier (AI, etc) figure out all of the related cards in Trello and pick the card that has the longest delivery date and use THAT card to produce the update message to the customer. (e.g. I don’t want to trigger a message using Card1 with a 5 day cycle, but use Card 2 with a 14 day cycle because that Card drives the actual delivery date.). The easiest way is to have the sales associate check a box in Cognito that says “use this card for status updates”, but that is prone to errors. I am trying to figure out a way to achieve this without physically having to check a box.
I am not sure how to achieve this… any suggestions are appreciated!
Ken







