Trello and Zapier for Document Customization

Question

I'm using Trello as a CRM. Is there a way to use the "custom fields" Trello add-on and Zapier to customise a proposal document?

The idea is that during a phone call with a potential client, I ask questions about their project (i.e. budget, etc) and enter their answers into their Trello cards custom fields.

Then when I move their card to the next list on the board, zapier and another document generator (like Webmerge.me) will customize the proposal template using the custom field input. Is there an easier or better way of doing this? Thanks!

Kierstin Payne · Answer

We are also awaiting zapier integration with custom fields. Trello just fixed some of the missing capabilities with custom fields, so I'm excited for zapier to integrate now so that we can begin streamlining our tasks with the use of custom fields! :)  Fingers crossed that it comes soon.

Luke Ratzlaff · Answer

Jesse, did you get an answer from Zapier? I would really like to do something similar as what you are proposing. I found this information on the Zapier site:

Can I use fields from Trello Power Ups in a Zap
For now we aren't able to get to Trello Power Up fields in triggers or actions, so that info isn't accessible in a zap.

If you have different information, please share!

Jesse Forrest · Answer

Thank you for your reply. I'll get in touch with Zapier.