Update Card Automation Action

Update Card Automation Action

The Update Card action automatically modifies card fields when a trigger fires. Use it to maintain consistency and reduce manual updates.

Supported Fields

Basic Fields:

• Title
• Description
• Priority (low, medium, high, urgent)
• Tags (add or remove)

Date Fields:

• Due date
• Expected close date
• Actual close date

Deal Fields:

• Deal value
• Deal probability
• Deal status (open, won, lost, on_hold)
• Revenue generated
• Cost
• Profit margin

Update Modes

Replace Mode: Completely replaces the existing value.

• Example: Set priority to "high"

Prepend Mode: Adds text before existing content.

• Example: Prepend "[URGENT] " to title

Append Mode: Adds text after existing content.

• Example: Append " - Reviewed" to title

Add Mode (numeric): Increases numeric value.

• Example: Add 1000 to deal_value

Subtract Mode (numeric): Decreases numeric value.

• Example: Subtract 500 from cost

Add Days Mode (dates): Moves date forward.

• Example: Add 7 days to due_date

Subtract Days Mode (dates): Moves date backward.

• Example: Subtract 3 days from expected_close_date

Configuration Examples

Mark as won when entering "Closed Won" list:

Field: deal_status
Value: won
Mode: replace

Field: actual_close_date
Value: today
Mode: replace

Increase priority on urgent tag:

Field: priority
Value: urgent
Mode: replace

Add margin when deal closes:

Field: profit_margin
Value: (calculated)
Mode: replace

Template Variables

Use dynamic values in updates:

• {{card.title}} - Current card title
• {{today}} - Current date
• {{user.name}} - Trigger user name
• {{list.name}} - Destination list name

Best Practices

1. Be specific: Only update fields that need changing
2. Use conditions: Avoid updating every card
3. Test carefully: Wrong updates can be hard to undo
4. Document changes: Use notes to track why fields changed