![]() We have a set of free Power-Ups that you can freely install to your boards. You can make several automations, on different Trello boards/columns, and select different subscriber lists in MailChimp.Yes and no. Read more about the filter here.Īfter setting up the filter, click «Save».ĭone! The automation is created, don’t forget to start it.Īfter starting the automation, all cards that fall into the selected column will automatically create or update the subscriber status in MailChimp, taking email from Trello. If necessary, you can also add conditions for other fields. In the right field, paste the column ID you copied. Go back to the created automation and open the incoming data filter:Ĭlick on the «Add a condition» button and select the «Current list ID» condition from the list. For example, the column "To MailChimp" with ID - 626b24da2ff8503c2731603e: Select the Trello column you need from the «Lists» column and copy its ID. This way, you can make several similar scenarios, and depending on which column the card falls into, you can record subscribers in different sheets. If you have the «Card moved from list to list» event, then you need to configure the filter so that only cards from a certain stage will be included in the automation. ![]() If you have the «Card created» event, you don’t need to configure the filter - this automation will always be triggered for new cards only. Now, if necessary, you can configure the incoming data filter so that only the necessary cards from Trello will be included in the automation. You can also fill in other fields according to your needs, including custom fields in your MailChimp list:Īfter filling in all the fields click the «Save» button. In the «Status for existing subscribers» field, select the status to transfer subscribers to from the list if a duplicate email is found: In the «Status for new subscribers» field, select the status with which you want to create new subscribers if an email is sent for the first time: For example, in the «Email» field, pass the «Email» parameter from Trello by selecting it in the second option from the drop-down list: There are two options in the drop-down lists: the first is the initial data about the card, and the second is the card data with custom fields. Select a field to pass the parameter from Trello. Select your list to enter subscribers, if it is not visible, click the «Update» button: Click on the «+» and select an Action:Ĭhoose MailChimp, Select «Add list member» as an action and your MailChimp connection. Enter the «Card ID» parameter in the «ID» field from the drop-down list on the right and click the «Continue» button: Now we proceed to filling in the automation fields. If you want to transfer data when creating a card, then you can immediately select MailChimp in «Send data to» and go to the settings of the MailChimp step. The fact is that initially, when moving the card to Trello, its additional fields and description do not come, to get them, you need to make an additional request. This is necessary to add an additional action «Find card by ID». Select «Find card by ID» as an action and specify your Trello account, as well as the Board. ![]() Then specify your Trello connection, as well as Board, click the «Continue» button. Select Trello as the data source app and «Card moved from list to list» event to trigger the automation. Open the Automations tab and click the New button. The email itself must be in a separate field, putting it in the description, you will not be able to pass the data (only if there is nothing else in the description besides the email itself)īefore creating an automation, connect the apps to Albato: ![]() There are no standard fields in Trello for this. In Trello, you must have custom fields where the email will be stored. You can also set up similar automations with other CRM systems and Trello, the configuration will be similar. ![]() In this guide, we will look at an example of creating or changing the status of a subscriber in MailChimp, at the moment when the card in Trello got into a certain column. ![]()
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