Create an automation where a card is added on a new board with different names?

[sylvia klink]

I would like to run an automation that when a new board is created (using Zapier to copy a new board) a new card will be created in a list on that board. But the name of the board will be always the same as the card that is created there. In this case the name of the client. Can we run a specific automation like is? 

For now i have to add the name of the board but the board name can change so its a lot of work to do this.

[sylvia klink]

I have another Question. The board that is created needs to be shared with the member that was mentioned in the card on the new board. We have the automation of creating a new card in a new board. But now we do need to add the member how can we do that?

[arbaev]

Hi!

Yes, this is absolutely doable! Since you're already using Zapier to copy the board, you just need to add one more step to your existing Zap.

How to set it up:

Your Zap should look like this:

1. Step 1 (Trigger): Whatever triggers the board creation (new client in your CRM, a form submission, etc.)
2. Step 2 (Action): Trello → Copy Board (this is what you already have — it creates a board with the client name)
3. Step 3 (Action): Trello → Create Card — and here's the key part:
   - Board: select the board from Step 2 output (Zapier lets you map data from previous steps)
   - Card Name: select the Board Name from Step 2 (or the client name from Step 1 — it's the same value)
   - List: pick which list the card should go to

This way, every time a new client board is created, Zapier will automatically create a card with the client's name on it — no manual work needed.

Unfortunately, Trello's built-in automation (Butler) doesn't have a "when board is created" trigger, so this can't be done with Butler alone. Zapier is the right tool for this
use case.

Hope this helps!

[sylvia klink]

Thanks! Is it also possible to run a different automation where adding a card on one board reacts in adding a card on the board we have created in the other automation? That means that we don't use the same automation but make a new one with a specific trigger and then create a card on xx board? 

[arbaev]

Yes, this is absolutely possible — and you can do it with Trello's built-in automation (Butler), no Zapier needed!

Go to Automation → Rules on your source board and create a rule:

Trigger: When a card is added to list "List Name"
Action: Create a card in list "List Name" on board "Target Board Name"

You can also map the card name, description, labels, and members to the new card.

If you need it to work across any list (not just a specific one), you can use the trigger "When a card is created" instead.

A few things to keep in mind:

• The target board must already exist when the rule is created (so this pairs well with your first Zapier automation that creates the board)
• Butler rules are board-specific, so the rule needs to be set up on the source board
• If the target board is created dynamically by Zapier each time, you'd need Zapier for this step too (since Butler can't reference a board that doesn't exist yet). In that case, add another Zapier step:
  Trigger: "New Card in Trello (source board)" → Action: "Create Card in Trello (target board)"

[sylvia klink]

Hello Thanks this I will try. The board will indeed be created and will every board will have another name in this case. So i will need to do this in Zapier? 

[arbaev]

Yes, exactly! Since each board has a different name (client name) and is created dynamically, you'll need to use Zapier for this second automation.

Butler can't handle this scenario because it needs to know the target board name in advance — and in your case, the board doesn't exist yet when you set up the rule.

Here's how to set it up in Zapier:

Zap setup:

1. Trigger: "New Card in Trello" → select your source board and (optionally) the specific list
2. Action: "Create Card in Trello"

• Board: You'll need a way to identify which client board this card should go to
• Card Name: map from Step 1 (the card name from source board)
• List: pick the list on the target board

The tricky part: How does Zapier know which client board to create the card on?

You'll need some identifier to match them — like:

• A custom field on the card with the client name
• A label with the client name
• The card name itself (if it contains the client name)

Then use a Zapier lookup/search step:
- Step 2: "Find Board in Trello" (search by board name using the client identifier)
- Step 3: "Create Card in Trello" (use the board ID from Step 2)

Does this make sense? Let me know if you need help with the lookup step!