Trello and Zapier for Document Customization

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!

3 answers

0 vote

Hi Jesse,

Our API allows access to Power-Ups data, such as the custom fields - however it is currently read only, so only GET requests can be used to access this data.

However, the Zapier integration is not developed or maintained by us. I'd recommend reaching out to their support team at https://zapier.com/help/ to see if they can make use of that option in our API.

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

0 vote

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!

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. 

Suggest an answer

Log in or Sign up to answer
How to earn badges on the Atlassian Community

How to earn badges on the Atlassian Community

Badges are a great way to show off community activity, whether you’re a newbie or a Champion.

Learn more
Community showcase
Published Jun 20, 2018 in Trello

Get inspired with Trello & earn free Gold

A blank Trello board can be both a beautiful and intimidating thing. How many lists should I have? Is creating 10 labels overkill? How can I best track my progress? Is there a way...

16,755 views 0 14
Read article

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you