It appears that Zapier’s current Salesforce actions might not support triggering the creation of Trello cards when an opportunity updates to Closed Won if it wasn’t new at inception. While monitoring new entries works fine, status changes like these are often missed. Has anyone found a workaround to handle this common scenario?
Thanks!
I tackled a similar case by developing a custom Apex trigger that detected when an opportunity changed to Closed Won. Instead of relying on Zapier’s default polling, this trigger immediately sent a POST request to a designated endpoint, which Zapier then used to create the Trello card. Although setting up the trigger took a bit of time—especially ensuring that duplicates were avoided and error handling was robust—it paid off by eliminating delays in the automation process. This approach requires hands-on development but can result in a much more responsive integration between Salesforce and Trello.
In my experience, another effective method involves using Salesforce Process Builder to trigger a custom outbound message when an opportunity is updated to Closed Won. This outbound message can then be received by a middleware service that feeds directly into Zapier, ensuring near real-time updates to Trello. Although it requires some additional setup and careful field mapping between systems, this approach avoids the polling delay inherent in some Zapier triggers. It was a bit more complex to configure, but the increased reliability and responsiveness made it worthwhile for our workflow.
I encountered a similar challenge a while back. Instead of waiting on the polling method, I set up a process in Salesforce to trigger a webhook whenever an opportunity was marked as closed won. This process ensured that the update was pushed to Zapier in near real-time, which then created a Trello card. It took some fine-tuning to get the triggers and field mappings just right, but it solved the delay issue and made the automation more reliable. There was some trial and error in the initial setup, but the improved responsiveness was well worth the effort.
i tried a salesforce flow approach that pushes directly to middleware. this bypasses zapier’s polling delays and fires off a trello card right away. might be worth a look if you need quicker updates.
i used a polling trigger to catch when opps turned closed won and then pushed them to trello. not the prettiest solution but it gets the job dun. there is a slight delay though, so keep that in mind.