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Send interview invite from shortlist card to candidate

Automatically watch new candidate cards in Trello across Formatter by Zapier and Gmail. Create and update when new shortlist cards appear or emails validate or names parseβ€”so you can send interview invites, update card outreach status, and personalize follow-up without manual outreach tracking.

How this automation protects outreach tracking

When a new candidate needs an interview invite, delays can cause missed response windows and lost scheduling momentum. This automation extracts candidate details and sends interview invitations and updates Trello outreach statusβ€”so your team can keep candidates moving.

  1. 1.Detects new shortlist card

    Integrate Trello and workflow boards to watch for new candidate cards and start the invite flow.

    Trelloor swap with your favorite app
  2. 2.Extracts candidate email

    Integrate Formatter by Zapier and email parsing tools to extract the first valid email from the card for sending.

    Formatter by Zapieror swap with your favorite app
  3. 3.Parses candidate name

    Integrate Formatter by Zapier and name splitting transforms to isolate first name and full name for personalization.

    Formatter by Zapieror swap with your favorite app
  4. 4.Sends interview email

    Integrate Gmail and email templates to send the interview request to the extracted email with personalized details.

    Gmailor swap with your favorite app
  5. 5.Moves card to invite sent

    Integrate Trello and workflow lists to move the card to your invite sent list to record outreach.

    Trelloor swap with your favorite app
  6. 6.Updates card outreach details

    Integrate Trello and card editing tools to set the card name to full name and overwrite the description with outreach notes.

    Trelloor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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