Add template to a all new card in a board

[Angel Nuñez]

Hi 
its posible to ad a rule that assign a template to the new cards create in a board ..
or how do you assign a template to a already created card ?

 thanks

[Nathan Smith]

Hey @Angel Nuñez 

There's no way for you to apply a template to a card that's already created, however, you could achieve the same thing using Butler (Trello's automation tool), you could create a rule that will trigger when a card's added to your board and will then all the details you want (e.g. labels, members, or checklists) to the card.

Here's a link with some more information on Butler - https://support.atlassian.com/trello/docs/butler-overview/

[Angel Nuñez]

thanks asee that ..

The point its .. I want to create the new cards from my CRM via API .. getting from there my customer detail into a Custom field on the cards .. if use a rule I need to Asian a value to the new card 

[Nathan Smith]

Hi @Angel Nuñez 

If you're wanting to be able to set and update custom fields on your cards using Trello's API you can do this using the steps here - https://developer.atlassian.com/cloud/trello/guides/rest-api/getting-started-with-custom-fields/#setting---updating-customfielditems

You also won't need to do anything to get this Custom Field to show on a card, as long as you've created the custom field on the board the card's on it'll exist on every card on that board.

[Angel Nuñez]

Well then ..

Can I create a new card from my own CRM .. and put all the detail from my customer into a custom field at once ? 

I don't want to create first the card on trello, assign the template .. back to my CRM and assign the detail of the customer to the card I already create in trello ... 

thanks

[Lam]

Hi @Angel Nuñez  - Yes you will be able to create a card and set the custom fields via the API. Here are two calls you will need to make:

https://developer.atlassian.com/cloud/trello/rest/api-group-cards/#api-cards-post

https://developer.atlassian.com/cloud/trello/guides/rest-api/getting-started-with-custom-fields/#setting---updating-customfielditems

This first call when creating a card will return the card id which you can use later on to set your custom field.