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Automate granting permissions and board creation

Andre Saunders
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August 3, 2023

I hope I am clear in my question, but would like to know if it is possible to automate the copy of a board in Trello and make it private to a client who just paid for my services on Stripe as well as giving them the necessary permissions to be able to use the board immediately?

I would like to have it set up so I do not personally have to give them permission to their own specific board. I would like to be able to do this for each individual client who signs up for my service.

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Çiğdem Büyükaşik
Atlassian Partner
August 4, 2023

Hello @Andre Saunders

Welcome to the community. I don't think it's possible to create boards/manage permissions automatically with a trigger from Stripe. 

Andre Saunders
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August 4, 2023

ok, thanks. I wonder if it is something that can be worked on.

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Brandon Ferrick
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August 5, 2023

I set this up. Just use Zapier to create a Stripe / Trello integration where, once someone pays in Stripe for a new subscription (not updating an existing subscription), you automatically copy the identified Trello board and rename it based on the purchase data (e.g., client name). What it doesn't do, from what I've seen, is add the customer to the board automatically or send them an invitation. But if you figure that out, please let me know!

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