Trello + Yuccan
Archive leads in Yuccan from newly archived Trello cards
After you archive a card in Trello, you'll want to archive it as well in Yuccan in order to notify the contact who submitted the referral. This Zapier automation handles it by archiving the lead on Yuccan, with a default message (or you can customize it). You'll never have to think again about archiving as well on Yuccan.
After you archive a card in Trello, you'll want to archive it as well in Yuccan in order to notify the contact who submitted the referral. This Zapier automation handles it by archiving the lead on Yuccan, with a default message (or you can customize it). You'll never have to think again about archiving as well on Yuccan.
- When this happens...
New Card ArchivedTriggers when a Card is archived in Trello.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Archive LeadArchive a Lead and set a custom message, if needed
ActionWriteCreate a new record or update an existing record in your app.
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New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivityRequired
Board ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Board ID
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
From List ID
Card IDRequired
To Board ID
To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Card Name
Card Description
Overwrite Description
Card Start Date
Card Due Date
Due Complete
Card Position
Card Closed
Cover Info
Card Color
Brightness
Attachment ID
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
NameRequired
Organization ID
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrello Query StringRequired
Organization ID
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization IDRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Invitation Answered
Triggers when an invitation has been answered by an Ambassador.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a Lead is updated on Yuccan Lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Satisfaction Survey Answered
Triggers when a customer answers a satisfaction survey
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Sales Rep IDRequired
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ambassador Unique IDRequired
Ambassador ListRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BranchRequired
First nameRequired
Last nameRequired
Email addressRequired
Job position unique identifier (ID)Required
Permissions
Display on mobile app
Enable monthly performance notification
Notify by email
Manager
External ID
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ambassador IDRequired
Sales Rep in charge
Branch ID
Custom fieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Branch
First NameRequired
Last NameRequired
Email addressRequired
RelationshipRequired
Phone number
Sales rep ID in charge
Welcome gift amount
Welcome gift ways and means
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email address
Phone number
Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your appOnly for answers
Branch unique identifier
Sales Rep unique identifier
Invitation source
Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail address
First name
Last name
First account created
Has Permission(s)
Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your app
Board ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Member IDRequired
Membership TypeRequired
Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label IDRequired
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Member ID(s)Required
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List IDRequired
NameRequired
Description
Label ID
Custom Labels
Card Position
Member ID(s)
Start Date
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
Cover Info
Card Color
Brightness
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card ID
Checklist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card ID
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card IDRequired
Checklist IDRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List Name
Keyword
Member
Label
Due Date Filter
Has Filter
Only Starred Boards
Open Cards Only
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard IDRequired
List ID
Card IDRequired
SearchRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead ID (optional, for Search only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Affected
Lead has been affected to another Sales Rep.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ambassador
Triggers when a new Ambassador joined your program.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Satisfaction Survey
Triggers when a new customer satisfaction survey is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
CommentRequired
Notify Ambassador
Author (SalesRep ID)
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom message (optional)
Locale
Company (Partnership only)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company nameRequired
Postal addressRequired
Plan unique identifier (ID)Required
Company SizeRequired
Primary Company unique identifier (ID)
External unique identifier (ID)
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Rep IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Satisfaction Questionnaire IDRequired
Sales RepRequired
Customer First NameRequired
Customer Last NameRequired
Customer Email AddressRequired
Customer Phone Number
Metadata
Company (Partnership only)
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Target stepRequired
Reward Level Name
Reset Reward Level
Notification Message
Bonus payment
Revenue generated
Estimated payment date
Validated by Sales Rep
Invite Lead in Ambassador Program
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search by nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch query
Search in data (Name of the field)
Search in data (Value of the field)
Lead ID
Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your appQuestionnaire name
Questionnaire ID
Company (Partnership ONLY)
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Trello
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