Name

Customer

Owner user

Description

Start date

Status

Customer name. Separate multiple values by comma.

Customer number. Separate multiple values by comma.

Customer email address. Separate multiple values by comma.

Choosing a board will trigger on all new cards on that board.

Requires a board to be selected.

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.

Further filter activity by list. Requires a board to be selected.

List where the card was moved to.

An Organization must be chosen if the "organization" option is chosen.

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.

Pick a board that contains the card you want to archive.

Filter cards below by list. Requires a board to be selected.

Pick the card to archive.

Pick a board that contains the label you want to add.

Requires a board to be selected.

Filter cards below by list. Requires a board to be selected.

Pick the card to add the label to.

Pick a board that contains the card you want to add members to.

Requires a board to be selected.

Filter cards below by list. Requires a board to be selected.

Pick the card to add members to.

Pick a board that contains the card you want to add the checklist to.

Filter cards below by list. Requires a board to be selected.

Pick the card to add the checklist to.

Requires a board to be picked.

If you're copying a checklist, these will be added after its items.

You can choose a specific number if you want.

Filter cards below by board.

Filter cards below by list. Requires a board to be selected.

Choose a board to copy.

Enter the name of your new board.

Add the board to an organization (it'll be in your Personal Boards if left blank).

An Organization must be chosen if the "organization" option is chosen.

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.

Pick a board to add the label to.

Pick a color for the label.

Pick a board that contains the card you want to remove the label from.

Filter cards below by list. Requires a board to be selected.

Pick the card to remove the label from.

Requires a board to be selected.

Pick a board that contains checklist you're looking for.

Filter cards below by list. Requires a board to be selected.

Pick the card that contains the checklist you're looking for.

Pick the checklist that contains the checklist item you're looking for.

Search by matching Checklist Item Name.

Pick a board to add the label to.

Pick a color for the label.

Pick a board that contains the card you want to add the checklist to.

Filter cards below by list. Requires a board to be selected.

Pick the card to add the checklist to.

Search by matching Checklist Name.

Requires a board to be picked.

If you're copying a checklist, these will be added after its items.

You can choose a specific number if you want.

Trello uses Markdown formatting syntax.

Pick a color label to apply to the card.

Type names for custom labels (non-existing will be created).

You can choose a specific number if you want.

Requires a board to be selected.

Use a comma to separate multiple files.

Use a comma to separate multiple URLs.

Leave this blank if you don't want to add a checklist.

Customer

Contact person name or communication method (i.e. phone number or email address)

Search Invoices by Invoice numbers

Search Invoices by Invoice reference numbers

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.

Further filter activity by list. Requires a board to be selected.

Only trigger for this type of activity/action.

Choosing a board will trigger only for cards due on that board.

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.

Only trigger for new checklists in this board.

Pick a board that contains the card with the checklist you want to add an item to.

Filter cards below by list. Requires a board to be selected.

Pick the card with the checklist you want to add an item to.

Pick the checklist you want to add an item to.

You can choose a specific number if you want.

Trello uses Markdown formatting syntax.

Pick a color label to apply to the card.

Type names for custom labels (non-existing will be created).

You can choose a specific number if you want.

Requires a board to be selected.

Use a comma to separate multiple files.

Use a comma to separate multiple URLs.

Leave this blank if you don't want to add a checklist.

Pick a board that contains the card you want to add an attachment to.

Filter cards below by list. Requires a board to be selected.

Pick the card to add the attachment to.

Use a comma to separate multiple files.

Use a comma to separate multiple URLs.

Pick a board that contains the card you want to move.

Filter cards below by list. Requires a board to be selected.

Pick the card to move.

Pick the board that has the list you would like the card to move to. Defaults to the board the card is currently in.

Pick the list to move the card to.

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.

Filter cards below by list. Requires a board to be selected.

Pick the card to update.

Leave this blank if you do not want to update the name.

Leave this blank if you do not want to update the description. Trello uses Markdown formatting syntax.

Leave this blank if you do not want to update the due date.

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)

Choose a board to close.

Pick a board that contains the card with the checklist item you want to complete.

Filter cards below by list. Requires a board to be selected.

Pick the card with the checklist item you want to complete.

Pick the checklist which has the item you want to complete.

Pick the checklist item you want to complete.

Pick a board that contains the card with the checklist you want to add an item to.

Filter cards below by list. Requires a board to be selected.

Pick the card with the checklist you want to add an item to.

Pick the checklist you want to add an item to.

Pick a board that contains checklist you're looking for.

Filter cards below by list. Requires a board to be selected.

Pick the card that contains the checklist you're looking for.

Search by matching Checklist Name.

An Organization must be chosen if the "organization" option is chosen.

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.