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Question

Move any card to another list when ...

  • 16 February 2022
  • 6 replies
  • 134 views
G

Heyy !

 

Here is the situation :

 

I’d like to create a Zap which would update a Trello card + move it to another list when a certain thing happens on HubSpot.

I’d like all the cards (those which have already been in the list + all those that don’t exist for now but will eventually exist in the futur) to move from a first list to another when a specific thing happens in Hubspot.

 

The problem is :

When I try to set this with “Update card in trello” + “Move card to list in Trello” one of the step is to fill the “Card” box. I guess this information helps the zap finding the right card, but I need the zap to do these 2 actions everytime the trigger occurs on Hubspot and for every cards.

 

Question :

What should I do to find a solution to this problem ? What should I put in the “card” box?

 

I hope my explanation was clear enough.

 

thanks,

Greg :)

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @GregQPUB 

Try adding a Trello Find Card Zap action step, then map the ID of the Card to the other 2 Trello steps you’ve mentioned:

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
G

@Troy Tessalone Thanks for your answer 

That’s the issue, there is no specific card. I want it to happen for all the cards. 

Troy Tessalone
Userlevel 7
Badge +14

@GregQPUB 

Zaps for the most part are meant to work on a per record basis.

Doing bulk/batch actions generally aren’t supported in Zap app integrations.

What you’re describing is iterating thru all the matching Cards and taking action on them.

That will likely involve the Trello API which is an advanced approach, which can also involve complex logic for handling pagination, etc.

App APIs can be used in Zaps with the the Webhooks app as an action step: https://zapier.com/apps/webhook/integrations

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@GregQPUB

You can try using the Looping app structured like this…

Steps

  1. Trigger: HubSpot - ???
  2. Action: Looping - Create Loop from Numbers (500 max)
  3. Action: Trello - Find Card
  4. Action: Filter (Trello Card Exists)
  5. Action: Trello - Update Card
  6. Action: Trello - Move Card to List

 

NOTE: This approach can be Task intensive and wasteful!

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
G

@Troy Tessalone Thanks, I’ll try this !

What should I insert in “card name” for the actions 3,4,5 and 6

same question for “card” and the actions 4,5 and 6

Thanks

Troy Tessalone
Userlevel 7
Badge +14

@GregQPUB 

Check out this help article about finding Trello Cards: https://zapier.com/help/doc/common-problems-trello#i-want-to-find-a-card-in-trello-by-something-other-than-its-name

 

Check out this help article for how to map variables between Zap steps:

https://zapier.com/help/create/basics/set-up-your-zap-action#set-up-your-action

 

KEEP IN MIND, I do NOT recommend the described Looping approach as it can be very wasteful for Tasks.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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