Automating Trello Workflows: Copy Cards Based on Labels with Zapier

Published on May 17th, 2024

Streamline Your Trello Boards with Zapier Automations

Integrating Trello with Zapier can significantly increase your productivity by automating repetitive tasks, such as copying cards from one Trello board to another based on assigned labels. Zapier acts as a bridge between different applications, allowing them to communicate more effectively.

Setting Up Your Zapier Automation

Create a Zapier Account: If you don't already have an account, sign up for Zapier.

Make a New Zap: Log in to Zapier and click the 'Make a Zap' button.

Choose Trello as Trigger App: Search for Trello in the trigger app search bar, then select the 'New Card in List' as your trigger.

Set Up Trigger Details: Customize the trigger by selecting the board and list where your cards with labels are located.

Add a Filter: After setting the trigger details, add a filter for the label using the 'Only continue if...' option. Specify the label which when present should trigger the copying of the card.

Choose Trello as Action App: Now, for the action app, select Trello again.

Configure the Action: Choose the 'Create Card' action and set up the details of where the new card should be created. You can customize the card's name, description, members, and more.

Test Your Zap: Before finalizing, it's important to test your Zap to ensure it works as expected.

Benefits of Trello and Zapier Integration

Efficiency: Automated card copying based on labels saves time and reduces the risk of manual errors.

Organization: Keep your projects and tasks neatly organized across multiple boards without any extra effort.

Collaboration: Teams stay aligned with the latest updates, automatically notifying all members involved about the new cards.

By utilizing Zapier to automate Trello card copying, you can focus on more critical aspects of your projects. Happy automating!

Troubleshooting Tips

Check Your Zapier Plan: Some features on Zapier may be limited by your subscription plan.

Verify Trello Permissions: Ensure both boards involved in the Zap have the necessary permissions.

Zap Conflicts: If you have other Zaps set up, ensure they are not conflicting with each other.

For teams looking to optimize their workflow, Zapier's integration with Trello is a game-changer. It simplifies task management and keeps your boards synchronized automatically.