Sequences is a powerful automation tool that allows teams to communicate with customers and assign work when moving a card to a stage. You can even delay messages by a specific amount of days. 💬

This will come in handy for lead management, internal operations, showing confirmations, move-out inspections, and much more!

In this article, you will learn how to:

  1. How to Set Up Sequences (Email, Text/SMS)
  2. How to Set Up Sequences (Tasks)
  3. Editing Sequences
  4. Best Practices

How to Set Up Sequences (Email, Text/SMS)

  1. From a board, click the settings ⚙️ icon in the upper right corner.
  2. Click on Sequences
  3. Enter a title for the workflow (internal only).
  4. Under When Card Enters Stage, click the drop-down menu and select the stage you'd like to trigger the email to send.
  5. Under Generate, select Email, or Text/SMS.
  6. For Email and Text/SMS select the Template you'd like to use. Learn more about communications templates
  7. Under Send From, select the connected email or phone number you would like to send from.
  8. Under Send To, select click the drop-down menu and select a contact type. Card Main Contact is the person selected in a contact field. All Related Contacts is all contacts listed in the related tab. Assigned User is the person assigned to the card.
  9. Under When, click the drop-down menu and select when you'd like to send the email once it's moved to the stage. You can select between hours, days, and months.
  10. Under Then Move Card To, select the stage to move the card (select Same Stage if no movement is required)
  11. Click Save.

Now anytime someone moves a card to that stage, the chosen contact will receive an automated message!

How to Set Up Sequences (Tasks)

  1. From a board, click the settings ⚙️ icon in the upper right corner.
  2. Click on Sequences
  3. Enter a title for the workflow (internal only).
  4. Under When Card Enters Stage, click the drop-down menu and select the stage you'd like to trigger the email to send.
  5. Under Generate, select Task.
  6. Create the name of the task, follow by an assigned user (optional) and assigned due date (option). Due dates are based on the when the task is created.
  7. Under When, click the drop-down menu and select when you'd like to send the email once it's moved to the stage. You can select between hours, days, and months.
  8. Under Then Move Card To, select the stage to move the card (select Same Stage if no movement is required)
  9. Click Save.

Now anytime someone moves a card to that stage, the following tasks will be created, assigned, and with relative due dates

Editing Sequences

  1. From a board, click the settings icon in the upper right corner.
  2. Click on Sequences
  3. To edit a workflow, hover over the specific sequence and click Edit

Best Practices

  • When editing a sequence, the user needs to have access to the From channel
  • Sequences only trigger once per card.
  • Create additional contact fields to send emails and SMS's based on specific user(s)
  • 💡if a card is created prior to a sequence being created in a stage, the card will not trigger by default.
  • 💡for a preexisting card, the sequence will run if the card gets modified.
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