1.Maps case details from new card
Integrate Trello and project workflow tools to map card title to case reference and card description to intake notes.
Send credit report reminder email and record follow-up
Automatically detect new case cards in Trello requested lists across Trello and Microsoft Outlook. Send credit report reminder emails and create follow-up rows when card details indicate missing credit reports, credit report attachments are absent, or the card remains in the requested listβso you can reduce follow-up delays, prevent missing documents, and track intake status without manual follow-up.
How this automation protects your intake tracking
When requested case cards lack attached credit reports, delays can slow intake review and documentation turnaround. This automation waits, rechecks the card status, and sends reminder emails and creates intake follow-up recordsβso your team can keep cases moving.
Trelloor swap with your favorite app
2.Waits before rechecking card
Integrate Delay by Zapier and timing rules to pause for the configured period before rechecking the case card.
Delay by Zapieror swap with your favorite app
3.Finds card and verifies list
Integrate Trello and board tracking tools to find the card by title and confirm it still sits in the requested list.
4.Sends credit report reminder email
Integrate Microsoft Outlook and email templates to send a personalized reminder asking the client to attach PDF credit reports.
Microsoft Outlookor swap with your favorite app
5.Creates intake follow-up record
Integrate Zapier Tables and tracking databases to create a follow-up row with case reference and follow-up status.
Zapier Tablesor swap with your favorite app
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