Your Cards, Your Way: Update Cards, Create Labels, Plus 5 More Trello Updates

There are so many ways to use project management tool Trello. We've seen people use it for everything from a CRM to an editorial calendar to a to-do list to an event planner. We even outlined 28 different ways to use Trello with Zapier.

And now, thanks to the possibilities Multi-Step Zaps brought about, there are even more ways to automate your Trello workflows, no matter what they are. We now have 7 new triggers and actions for you to use with Trello Zaps. Go ahead and build your very own automated workflows between Trello and the other apps you use every day.

Zap attachments to a Trello card

Now you can automatically add attachments to a Trello card with the new “Add Attachment” action. This new action might come in handy, for example, if you want to automatically attach new Evernote notes in your “Client Meetings” notebook to a corresponding Trello card on your “Clients in the Pipeline” board.

Set up a Zap that takes a new Evernote note from your meeting with Garcia Corporation, finds the “Garcia Corporation” card on your Trello board, then automatically attaches that note to the card. That way, anyone who is looking at which clients you have in your pipeline can easily find and view the meeting notes.

Move a Trello card to another Trello list with a Zap

Try out another new capability for Trello Zaps by using the “Move Card to List” action. A great way to use this new action, for example, is if you want to keep track of responsive and unresponsive leads that you’ve reached out to. Let’s say you have a Trello board called “Leads I’ve emailed this week” with a “Responsive” list on it where you move all leads that have responded to your emails. You can set up a Zap that automatically moves the leads to the “Responsive” list when they answer your email. Now you don’t have to switch back and forth between Gmail and Trello, manually moving Trello cards to the right list!

Here’s how that setup might look:

Use a Zap to assign members to a Trello card

Put the new “Add Members to Card” action to use by setting up a Zap, for example, that automatically adds members to a Trello card whenever there is a new Asana task with a “design” tag.

If you use Asana to track your projects while your design team managers rely on Trello, you can make sure they are looped in with tasks you assign them without switching between Trello and Asana. So if you create a new task in Asana and give it a “design” tag, this Zap will automatically create a new Trello card for that task, search for your design team managers in Trello, and add them to the card.

Zap a label on a Trello Card

Thanks to a new “Add Label to Card” action, you can now set up a Zap that automatically labels Trello cards. Let’s say you have a new Gmail message about a sales opportunity with Loretta’s Baked Goods and you label that Gmail message with “urgent” in your inbox. A Zap can automatically search for an existing “Loretta’s Baked Goods” Trello card, create one if it doesn’t exist, then give the Trello card an “urgent” label as well. Automatically labeling your Trello cards with a Zap ensures that important information isn’t lost between apps, while still helping you avoid manually transferring data.

Automatically create new Trello labels

Now you can automatically create new Trello labels with the new “Create Label” action. Try setting up a Zap that creates a new Trello label for you to use in the future. Let’s consider the previous example of a new Gmail message labeled with “urgent." If you know that the “urgent” label doesn’t already exist in Trello, you won’t be able to automatically add that label to a Trello card. Luckily, thanks to Multi-Step Zaps, you can add a step to your Zap that automatically creates a new Trello label, so you can use that label later in the same Zap. Here’s how that would look:

Use a Zap to update a Trello card automatically

The new “Update Card” action allows you to automatically update a Trello card’s name, due date, or position on a list.

This might come in handy, for example, if you automatically create a Trello card using a Zap and want to make sure that newly created card is highly visible at the top of a list. This saves you the time of manually moving new cards where you want them on a list. A Zap like this will take care of it for you:

Kick off an automated workflow when a new Trello label is created

Another new update to Trello Zaps is the ability to now start a Zap with a “New Label” trigger. There are many ways to incorporate this new trigger into your workflow. For example, you could create corresponding labels and tags across all the apps you use. That Zap could help you keep track of the work you do: when you create a label in Trello called “Freelance Work,” you can create a Gmail label, Toggl tag, and Infusionsoft tag all with the same name. Here’s how that Zap would be set up:

How To Use This Integration

1. Sign up for a Trello account, and also make sure you have a Zapier account.
2. Connect your Trello account to Zapier.
3. Check out pre-made Trello integrations.
4. Or create your own from scratch in the Zap Editor.