Card move to a list. But I want that when I choose which rows are added to Google Sheet the information found in cuatom fileds in each card found in the list that I target in Trello. I hope I explained myself properly.
Hi @Alon1221
As the Zap is using the Card Moved to List trigger am I correct in assuming it’s been set up to run when a card is added to a “Closed” list?
If so, you could potentially try the following approach:
- Trigger: Card Moved to List (Trello) - runs when new card added to a specific list.
- Action: Date/Time > Format (Formatter) - formats the date and time the Zap runs (Insert the time your Zap runs into a field) to just output the month.
- Action: Find Worksheet (Google Sheets) - searches for an existing worksheet in a specific spreadsheet with a name that matches what’s output by the previous formatter action e.g. April. If no existing worksheet exists it can create one using the name output by the Formatter action as the title for the new worksheet - and you can define what headers it needs.
- Action: Create Spreadsheet Row (Google Sheets) - adds the details from the fields mapped from Trello trigger to a new row in the relevant worksheet. Uses the custom value option to select the worksheet by using the ID output by the previous Google Sheets action.
Do you think that approach will work for your needs here? If I've misunderstood what you're looking to do or you run into any issues in setting this up just let us know. Always happy to help further!
Hi @Alon1221
As the Zap is using the Card Moved to List trigger am I correct in assuming it’s been set up to run when a card is added to a “Closed” list?
If so, you could potentially try the following approach:
- Trigger: Card Moved to List (Trello) - runs when new card added to a specific list.
- Action: Date/Time > Format (Formatter) - formats the date and time the Zap runs (Insert the time your Zap runs into a field) to just output the month.
- Action: Find Worksheet (Google Sheets) - searches for an existing worksheet in a specific spreadsheet with a name that matches what’s output by the previous formatter action e.g. April. If no existing worksheet exists it can create one using the name output by the Formatter action as the title for the new worksheet - and you can define what headers it needs.
- Action: Create Spreadsheet Row (Google Sheets) - adds the details from the fields mapped from Trello trigger to a new row in the relevant worksheet. Uses the custom value option to select the worksheet by using the ID output by the previous Google Sheets action.
Do you think that approach will work for your needs here? If I've misunderstood what you're looking to do or you run into any issues in setting this up just let us know. Always happy to help further!
First of all, thanks for the response :)
Could you please explain one more time how I define that each month will open in a Google Sheets spreadsheet.
I'm probably missing something in the second and third actions.
I think you understood me correctly but I would like to be precise,
I do manage to export the information I need in trello to Google Sheets, which means the fourth step does work for me. And the first step of course.
I don't understand if I can get to the point where I select only the desired month, and how exactly to configure it to be dynamic and each month will open a new Google Sheets spreadsheet.
I'll say what I did and tell me if I did it right:
As you said, I added Date/Time > Format (Formatter)
Date / Time in Formatter by Zapier
Transform - Format
Input - MM
To Format
DD-MM-YYYY
and the Output
output shows me today's date
02-05-2024
In Find Worksheet in Google Sheets
I choose a spreadsheet that will serve as a template for the following spreadsheets that are going to be created
on title I choose the output from the previous step
In the header I choose yes also in the output
and in Create Spreadsheet Row in Google Sheets
I manage to select the information I want and successfully export it to a spreadsheet
Hi @Alon1221
As the Zap is using the Card Moved to List trigger am I correct in assuming it’s been set up to run when a card is added to a “Closed” list?
If so, you could potentially try the following approach:
- Trigger: Card Moved to List (Trello) - runs when new card added to a specific list.
- Action: Date/Time > Format (Formatter) - formats the date and time the Zap runs (Insert the time your Zap runs into a field) to just output the month.
- Action: Find Worksheet (Google Sheets) - searches for an existing worksheet in a specific spreadsheet with a name that matches what’s output by the previous formatter action e.g. April. If no existing worksheet exists it can create one using the name output by the Formatter action as the title for the new worksheet - and you can define what headers it needs.
- Action: Create Spreadsheet Row (Google Sheets) - adds the details from the fields mapped from Trello trigger to a new row in the relevant worksheet. Uses the custom value option to select the worksheet by using the ID output by the previous Google Sheets action.
Do you think that approach will work for your needs here? If I've misunderstood what you're looking to do or you run into any issues in setting this up just let us know. Always happy to help further!
First of all, thanks for the response :)
Could you please explain one more time how I define that each month will open in a Google Sheets spreadsheet.
I'm probably missing something in the second and third actions.
I think you understood me correctly but I would like to be precise,
I do manage to export the information I need in trello to Google Sheets, which means the fourth step does work for me. And the first step of course.
I don't understand if I can get to the point where I select only the desired month, and how exactly to configure it to be dynamic and each month will open a new Google Sheets spreadsheet.
I'll say what I did and tell me if I did it right:
As you said, I added Date/Time > Format (Formatter)
- Date / Time in Formatter by Zapier
- Transform - Format
- Input - MM
- To Format DD-MM-YYYY
- and the Output
- output shows me today's date
- 02-05-2024
In Find Worksheet in Google Sheets
I choose a spreadsheet that will serve as a template for the following spreadsheets that are going to be created
on title I choose the output from the previous step
In the header I choose yes also in the output
and in Create Spreadsheet Row in Google Sheets
I manage to select the information I want and successfully export it to a spreadsheet