Projects and tasks

Trello

Text someone when a card moves, and turn incoming texts into cards.

What you can do

  • Text a client when their card moves to a list, such as Done.
  • Turn each incoming text into a card on a board.

How it connects

  • Zapier

    BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

    Zapier in the docs

Recipes

Two recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Text a client when their card is done

Starts when

Trello’s Card Moved to List trigger in Zapier

  1. Keep the client’s mobile number in a custom field on each card.
  2. Start a Zap with Trello’s Card Moved to List trigger and pick your Done list.
  3. Add BlueBot’s Send Text action and map the phone field to To.

The text it sends

Hi {{first_name}}, your {{job}} is finished! Reply here and we’ll set up a time for you to pick it up.

From your own number

02With Zapier

Make a card from each text

Starts when

BlueBot’s New Incoming Text trigger in Zapier

  1. Start a Zap with BlueBot’s New Incoming Text trigger.
  2. Add Trello’s Create Card action on your inbox list.
  3. Put the sender’s number in the card’s name and the words of the text in its description.

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