1.Detect card moved in a list
Integrate Trello and project boards data to capture card moves, then map values for downstream steps.
Set assignee name and email on new matter
Automatically capture assignee identifiers from Trello list changes across Trello. Get email outreach when cards move into your triage listβso you can update card custom fields, match contacts, and notify assignees without manual assignment paperwork.
How this automation updates assignees on new matters
When Trello cards are moved into the triage list, assignments can stay inconsistent and slow. This automation captures assignee identifiers, updates custom fields, and sends emailsβso your team can route matters immediately.
Trelloor swap with your favorite app
2.Gate on triage list name
Integrate Filter by Zapier and workflow rules to continue only for your configured triage list name.
Filter by Zapieror swap with your favorite app
3.Extract assignee from list name
Integrate Code by Zapier and scripting tools to return the first word as assignee identifier.
Code by Zapieror swap with your favorite app
4.Update assignee custom field
Integrate Trello and custom fields to overwrite the configured card field with the assignee identifier.
5.Find matching contact by name
Integrate Zapier Tables and contact databases to search for a contact where first name matches the identifier.
Zapier Tablesor swap with your favorite app
6.Send email to matched contact
Integrate SMTP by Zapier and email delivery to send an email only when a matching contact record is found.
SMTP by Zapieror swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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