Formstack Documents + Zapier Chrome extension + Trello Integrations

How to connect Formstack Documents + Zapier Chrome extension + Trello

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Do even more with Formstack Documents + Zapier Chrome extension + Trello

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Formstack Documents, Zapier Chrome extension, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write
- DocumentRequired
- Download File
  Do you need to download this document to Zapier for another action?
Action
Write
- Instructions
  Use the Zapier Chrome extension to start workflows from your browser. Before continuing, be sure to install the extension, then come back here to setup your Zap.
- Input Fields (Optional)
  Enter additional fields you would like to include when triggering your Zap. For example, you may want a field for “Due date” when adding to your to do list. Check out this example to understand what additional fields you may want to include.
Trigger
Instant
Try It
New Board
Triggers when a new board is added.
Trigger
Scheduled
Try It

- Board
  If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
- List
  Further filter activity by list. Requires a board to be selected.
- Card
Trigger
Scheduled
Try It
- ActivityRequired
  Only trigger for this type of activity/action.
Trigger
Instant
Try It

- Board
  Choosing a board will trigger only for cards due on that board.
- Time Before
  How far before the due time do you want us to trigger? Note: The Trello API requires ~60 seconds for updates on cards to appear.
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- BoardRequired
  Only trigger for new checklists in this board.
Trigger
Scheduled
Try It
- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
  Pick a board that contains the card with the checklist you want to add an item to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card with the checklist you want to add an item to.
- ChecklistRequired
  Pick the checklist you want to add an item to.
- Checklist Item NameRequired
- Checklist Item Position
  You can choose a specific number if you want.
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
  Trello uses Markdown formatting syntax.
- Label
  Pick a color label to apply to the card.
- Custom Labels
  Type names for custom labels (non-existing will be created).
- Card Position
  You can choose a specific number if you want.
- Member
  Requires a board to be selected.
- Due Date
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
- Checklist Name
  Leave this blank if you don't want to add a checklist.
- Checklist Items
Action
Write
- Board
  Pick a board that contains the card you want to add an attachment to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the attachment to.
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to move.
- From List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to move.
- To Board
  Pick the board that has the list you would like the card to move to. Defaults to the board the card is currently in.
- To ListRequired
  Pick the list to move the card to.
Action
Write
- Board
  Pick a board that contains the card you want to update. A board must be selected if you want custom fields to be shown as options below.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to update.
- Card Name
  Leave this blank if you do not want to update the name.
- Card Description
  Leave this blank if you do not want to update the description. Trello uses Markdown formatting syntax.
- Card Due Date
  Leave this blank if you do not want to update the due date.
- Due Complete
- Card Position
  Leave this blank if you do not want to update the position. Pick the position of the card in the list (can be top, bottom, or a positive number)
Action
Write
- BoardRequired
  Choose a board to close.
Action
Write
- BoardRequired
  Pick a board that contains the card with the checklist item you want to complete.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card with the checklist item you want to complete.
- ChecklistRequired
  Pick the checklist which has the item you want to complete.
- Checklist ItemRequired
  Pick the checklist item you want to complete.
Action
Write
- Board
  Pick a board that contains the card with the checklist you want to add an item to.
- List
  Filter cards below by list. Requires a board to be selected.
- Card
  Pick the card with the checklist you want to add an item to.
- ChecklistRequired
  Pick the checklist you want to add an item to.
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
  Pick a board that contains checklist you're looking for.
- List
  Filter cards below by list. Requires a board to be selected.
- Card
  Pick the card that contains the checklist you're looking for.
- SearchRequired
  Search by matching Checklist Name.
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Search or write

- OutputRequired
- File Name
  Your desired name of the combined file (no extension).
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
  Do you need to download this document to Zapier for another action?
Action
Write
- FileRequired
Action
Write
- Message TitleRequired
  Specify a short title that will be displayed above the message
- Message DetailsRequired
  Enter the message you would like to display in the Chrome extension after your Zap runs. It can include data from previous steps and formatting with simple markdown for bold, italics, and even links. For example, **bold text**, *italic text*, [some link text](https://www.example.com).
Action
Write
- Board
  Choosing a board will trigger on all new cards on that board.
- List
  Requires a board to be selected.
- Filter
Trigger
Scheduled
Try It
- Board
  If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
- List
  Further filter activity by list. Requires a board to be selected.
- Card
Trigger
Scheduled
Try It
- BoardRequired
- ListRequired
  List where the card was moved to.
- Card
Trigger
Instant
Try It
- BoardRequired
- CardRequired
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
Try It
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Write
- Board
  Pick a board that contains the card you want to archive.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to archive.
Action
Write
- BoardRequired
  Pick a board that contains the label you want to add.
- LabelRequired
  Requires a board to be selected.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the label to.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to add members to.
- Member(s)Required
  Requires a board to be selected.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add members to.
Action
Write
- Board
  Pick a board that contains the card you want to add the checklist to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the checklist to.
- Checklist NameRequired
- Checklist to Copy
  Requires a board to be picked.
- Checklist Items
  If you're copying a checklist, these will be added after its items.
- Checklist Position
  You can choose a specific number if you want.
Action
Write
- Board
  Filter cards below by board.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
  Choose a board to copy.
- NameRequired
  Enter the name of your new board.
- Organization
  Add the board to an organization (it'll be in your Personal Boards if left blank).
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Write
- BoardRequired
  Pick a board to add the label to.
- Label NameRequired
- Color
  Pick a color for the label.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to remove the label from.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to remove the label from.
- LabelRequired
  Requires a board to be selected.
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
  Pick a board that contains checklist you're looking for.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card that contains the checklist you're looking for.
- ChecklistRequired
  Pick the checklist that contains the checklist item you're looking for.
- SearchRequired
  Search by matching Checklist Item Name.
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
  Pick a board to add the label to.
- Label NameRequired
- Color
  Pick a color for the label.
Action
Search or write
- BoardRequired
  Pick a board that contains the card you want to add the checklist to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the checklist to.
- SearchRequired
  Search by matching Checklist Name.
- Checklist NameRequired
- Checklist to Copy
  Requires a board to be picked.
- Checklist Items
  If you're copying a checklist, these will be added after its items.
- Checklist Position
  You can choose a specific number if you want.
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
  Trello uses Markdown formatting syntax.
- Label
  Pick a color label to apply to the card.
- Custom Labels
  Type names for custom labels (non-existing will be created).
- Card Position
  You can choose a specific number if you want.
- Member
  Requires a board to be selected.
- Due Date
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
- Checklist Name
  Leave this blank if you don't want to add a checklist.
- Checklist Items
Action
Search or write

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How Formstack Documents + Zapier Chrome extension + Trello Integrations Work

Step 1: Authenticate Formstack Documents, Zapier Chrome extension, and Trello.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Formstack Documents + Zapier Chrome extension + Trello

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

Learn more

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About Zapier Chrome extension

Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.

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About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

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Formstack Documents + Zapier Chrome extension + Trello Integrations

How to connect Formstack Documents + Zapier Chrome extension + Trello

Do even more with Formstack Documents + Zapier Chrome extension + Trello

New Merged Document

Convert File to PDF

FileRequired

Create Document Merge

DocumentRequired

Download File

New Push

Instructions

Input Fields (Optional)

New Board

Card Archived

Board

List

Card

New Activity

ActivityRequired

Card Due

Board

Time Before

Time Before (Unit)

Status

Only cards where you're a member?

New Checklist

BoardRequired

New Label Added to Card

BoardRequired

Label

New Member on Board

BoardRequired

Create Checklist Item in Card

BoardRequired

List

CardRequired

ChecklistRequired

Checklist Item NameRequired

Checklist Item Position

Create Card

BoardRequired

ListRequired

NameRequired

Description

Label

Custom Labels

Card Position

Member

Due Date

File Attachments

URL Attachments

Checklist Name

Checklist Items

Add Attachment to Card

Board

List

CardRequired

File Attachments

URL Attachments

Move Card to List

BoardRequired

From List

CardRequired

To Board

To ListRequired

Update Card

Board

List

CardRequired

Card Name

Card Description

Card Due Date

Due Complete

Card Position

Close Board

BoardRequired

Complete Checklist Item in Card

BoardRequired

List

CardRequired