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Automatically create card from Template?

Rocheal Matthews
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Apr 19, 2023

Is there a way for Trello to automate the creation of a card from an existing card template as soon as a card Zaps to a Trello List within a board?


  1. For example:
    1. Client signs contract on my CRM
    2. Zapier Zaps a card to a "New Bookings" list in Trello, noting that I have a new client
      1. Can ^^ this card that's Zapped into Trello be copied or created from a Template card (automatically), instead of me having to copy that card from a template after it's Zapped in?

1 answer

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Apr 19, 2023

You can use the native Butler/Automations.

Set the trigger for When a card is created in list "New Bookings", and do something like the following?:


You can Find the card by url instead of name as well. Or if the template is simple enough, just make a new card and fill out the details. 

You can use the <trigger> prefix to access all the Variables of the zapped in card.

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