Hey folks! I’m stuck on a tricky Trello setup for a client. They want some fancy automations that Trello can’t do on its own. I’ve been trying to use Zapier, but I’m hitting a wall.
Here’s what I need to do:
Make three text-based custom fields and use them to set the card name automatically.
Check if a specific checklist item is done within a certain time. If not, turn the card red and move it to another board.
I’m really struggling with the second task in Zapier. It’s not correctly checking the checklist item status. The card gets copied no matter what, and the dropdown fields vanish on the new card.
Has anyone cracked this puzzle before? Any tips or tricks would be a lifesaver! I’m all ears for solutions or workarounds. Thanks in advance!
I’ve tackled similar Trello automation challenges before, and I feel your pain! For the custom fields to card name automation, I found success using Butler for Trello. It’s more powerful for these types of tasks than Zapier.
As for the checklist monitoring, that’s definitely trickier. Have you considered using the Trello API directly? I built a small script that runs on a cron job to check checklist item statuses and move cards accordingly. It’s not the most elegant solution, but it got the job done when I was in a pinch.
Another option might be to explore integrations with tools like Integromat or n8n. They tend to have more flexibility with complex automations compared to Zapier.
Don’t give up! These kinds of setups always take some trial and error, but you’ll get there eventually.
yo, have u tried automate.io? it’s pretty sick for tricky trello stuff. i used it to set up custom field-based card names and checklist monitoring. their ‘delay’ action helps with timing checks. just make sure to use ‘duplicate card’ instead of ‘copy’ to keep custom fields. good luck man, hope this helps!
I’ve encountered similar challenges with Trello automations. For the custom fields to card name task, consider using Butler for Trello as it offers more robust options for this type of automation.
Regarding the checklist monitoring, I’ve found success using Integromat (now Make) for more complex Trello workflows. It provides greater flexibility in handling checklist items and card attributes. You can set up a scenario that periodically checks the status of specific checklist items and triggers actions based on completion time.
For the disappearing custom fields issue, ensure you’re using the ‘Copy Card’ action in your automation tool, which should preserve custom fields. If problems persist, you might need to set up a separate step to explicitly copy the custom field data to the new card.
Remember, complex automations often require some trial and error. Don’t hesitate to break down the process into smaller, manageable steps for troubleshooting.