Hello,
I have a zep set up so that every new email inquiry that is sent creates a new card on Trello. However I have noticed that with every email reply via my Gmail inbox creates a new card with the new response. How do I set up my Zap so that everything is managed through the first Trello card? Is this possible?
Answer
How do I prevent Zapier from making a new card with every email reply from Gmail?
- Beginner
Best answer by Troy Tessalone
If you want to find/create a Trello Card, then 2 fields are required:
List
Card Name
If you want to only find a Trello Card, then 1 field is required:
Card Name
You can use Paths to handle the creating vs the updating of a Trello Card.
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+14- Zapier Orchestrator & Solution Partner
Hi
You’ll want to configure this logic:
- Find/Create
- Find the Trello Card, else create a Trello Card
- Update
- Update the Trello Card using the ID from the previous step
- Beginner
Okay,
Thank you!
That response was helpful and leads me to another question.
So If I would like to manage my board so that as I move cards through each list would I need to create a new path so that each new list that the card moves to gets updated with these email replies when the Find/Create function is triggered?
I hope I am understanding this correctly here, I noticed in Find/Create it asks for a list for the card, but the way I would like to set things up is so that the card is always being updated even when moving through several different lists. Is that possible?
+14- Zapier Orchestrator & Solution Partner
- Answer
If you want to find/create a Trello Card, then 2 fields are required:
List
Card Name
If you want to only find a Trello Card, then 1 field is required:
Card Name
You can use Paths to handle the creating vs the updating of a Trello Card.
- Beginner
Thank you!
You have been very helpful and I think I understand this now.
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