Autofill Trello Custom Field when Crmble Contact Selected

Question

I've recently enabled Crmble on my Trello boards. I am primarily using this to hold a list of contacts and contact data, but will begin to use more of the features soon. I would like to know if there is any automation I can setup that will fill in some custom Trello fields (like first name, last name, email) when the Crmble contact is selected. I also have an account with Zapier, so if that helps accomplish this, it is an option.

Brittany Joiner · Answer

@Frank Marsch if this was helpful, would you mind clicking the Accept Answer button so folks who are looking for the same know there's an answer in here?

Also, you might be interested in joining the Trello Trailblazers Atlassian Community Events chapter! We have events each month talking about how to do cool things in Trello: https://ace.atlassian.com/trello-trailblazers/

Brittany Joiner · Answer

Gotcha. You might also be interested in using Amazing Fields Power-Up. They integrate more nicely with custom fields (they sync together) and they have a field type that lets you create options from existing cards. (Ie if you had a board of contact details, you could select a contact from a dropdown on a card.) Would that work?

Frank Marsch · Answer

At the moment, the only reason we enabled Crmble was to store contacts data and make it searchable and shareable across team members.  Trello custom fields do not allow that functionality that I can tell.  So doing it the other way around would defeat the purpose.

If it's not possible to fill in Trello fields when a Crmble contact is selected, we'll continue to search for another solution.