1.Monitor card moved into completed list
Integrate Trello and workflow boards to trigger the referral accepted process from card moves in your completed list.
Send referral accepted email to the referring contact
Automatically monitor Trello card moves into a completed list across Trello and Microsoft Office 365. Get instant accepted-referral email outcomes when cards move to completed list, referral cards transition, or addresses are extractedβso you can extract recipients, gate sends, and notify without manual follow-up.
How this automation sends accepted referrals faster
When referral cards reach the completed stage, delays can slow partner follow-through and reduce reward momentum. This automation extracts an email from the card details, filters for valid addresses, and sends a standardized referral accepted emailβso your team responds immediately.
Trelloor swap with your favorite app
2.Extract email address from card text
Integrate Formatter by Zapier and text parsing tools to extract the first email address from card descriptions.
Formatter by Zapieror swap with your favorite app
3.Stop if email extraction is blank
Integrate Filter by Zapier and validation rules to continue only when an email address was successfully extracted.
Filter by Zapieror swap with your favorite app
4.Send referral accepted email
Integrate Microsoft Office 365 and email delivery tools to send a standardized referral accepted email to the extracted recipient.
Microsoft Office 365or swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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