Archive a Trello card when a specific email is received in Outlook
Archive a Trello card when a specific email is received in Outlook
Launch this workflow to connect
Trello &
Microsoft Outlook
!
■Overview
Is it time-consuming to open Trello every time you receive a specific email in Outlook, find the relevant card, and archive it? This manual process not only interrupts other work but can also lead to missed responses and forgotten updates. With this workflow, receiving an email in Outlook automatically triggers the process—from finding the relevant Trello card to archiving it. Eliminate tedious task management and focus on more important work.
■Recommended for
- Those who want to connect Outlook email management with task management in Trello
- Team leaders who find manually updating Trello cards time-consuming and want to automate the process
- Those who want to prevent human errors caused by missed emails or forgetting to update Trello
■Benefits of using this template
- Automate Trello actions after receiving an email in Outlook to reduce manual work and process tasks faster.
- Eliminate manual card searches and archiving to help prevent human errors such as missed updates and incorrect actions.
■Flowbot workflow
- Connect Outlook and Trello to Yoom.
- Select Outlook as the trigger and set the trigger action to “When an email with a specific subject is received.”
- Set the AI feature operation “Extract data from text” to extract the information needed to search for the card from the email body.
- Set Trello’s “Search for a card (subject partial match)” action to search for the relevant card based on the extracted information.
- Set Trello’s “Archive a card” action to archive the card found.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- In the Outlook trigger settings, freely specify the subject keywords for emails that will start the automation.
- In the AI feature operation “Extract data from text,” customize the specific instructions (prompt) to accurately extract the information needed to search for the Trello card.
- In the Trello card search operation, specify the subject of the card to search for based on the data extracted by the AI feature.
■Notes
- Connect both Trello and Outlook to Yoom.
- Microsoft365 (formerly Office365) offers plans for home users and business users (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Available minimum trigger intervals vary by plan.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Card Is Created (Webhook)
When a Card Is Updated (Webhook)
When a Card Is Moved to the Specified List (Webhook)
When a Card Is Created or Updated (Webhook)
When a File Is Added to a Card (Webhook)
When a Specific Subject Email Is Received
When an Email Is Received
When an Event Is Registered in the Calendar
When a Calendar Event Is Added or Updated
When a Task Is Created
When an Email Is Received
Flowbot operations
Get Lists on a Board
Create a New Card
Get Labels List
Get Board Members
Archive Card
Move Card to Another List
Invite Member to Board
Get Cards in a Specific List
Get Card Information
Change Card Cover Color
Get List of Card Custom Field Information
Get Dropdown Custom Field Information
Get Specific Custom Field Settings
Get Card Custom Field Items
Update Card
Search Cards
Get Information on Files Attached to a Card
Download File
Flowbot triggers
When a Card Is Created (Webhook)When a Card Is Updated (Webhook)When a Card Is Moved to the Specified List (Webhook)When a Card Is Created or Updated (Webhook)When a File Is Added to a Card (Webhook)
Flowbot operations
Get Lists on a BoardCreate a New CardGet Labels ListGet Board MembersArchive CardMove Card to Another ListInvite Member to BoardGet Cards in a Specific ListGet Card InformationChange Card Cover ColorGet List of Card Custom Field InformationGet Dropdown Custom Field InformationGet Specific Custom Field SettingsGet Card Custom Field ItemsUpdate CardSearch CardsGet Information on Files Attached to a CardDownload FileCreate ListAdd Comment to Card
Flowbot triggers
When a Specific Subject Email Is ReceivedWhen an Email Is ReceivedWhen an Event Is Registered in the CalendarWhen a Calendar Event Is Added or UpdatedWhen a Task Is CreatedWhen an Email Is Received
Flowbot operations
Create an Event in My CalendarCreate a CalendarCreate an Event in a Specified User's CalendarGet Email Attachment InformationDownload Email AttachmentsDelete Event from a Specific User's CalendarUpdate Event in a Specific User's CalendarDelete Event from My CalendarUpdate Event in My CalendarCreate Task (with Reminder Settings)Create a Task (Reminders Not Supported)Search Events in My CalendarSearch Events in a Specific User's CalendarFind Meeting TimesGet Calendar ViewRetrieve Mail MessagesMove MessageRetrieve a Specific MessageSearch Messages in a Specific FolderUpdate MessageFind a Specified User's Free/busy ScheduleRetrieve a Specified User's Calendar ViewRetrieve a Specified Group's Calendar ViewRetrieve a List of Members in a Specified GroupMore inspiration for you
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