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I have been working on setting up a zap for my company to automate card creation in Trello. The trigger is “updated estimate in Quickbooks”. The goal is that my team can create an estimate in Quickbooks, that data would then be used to create a card in Trello and keep everything uniform. I have that part figured out. The next goal is to have the trello card auto update if the estimate is updated. Simply I have that figured out UNTIL the card moves out of the first list.

 

What I am trying to figure out is how do I search all Trello lists before it creates a new card because it could not find an existing card. I briefly went through the Looper but I can't seem to get that to work, it isn't taking the data of my typed in list names as the proper ListID to search. Any help would be greatly appreciated, I’ve been banging my head into the wall too long on this.

Hi ​@dburgoon 

Try these Zap actions: 

  • Trello - Find Card
  • Trello - Find Card by ID
  • Trello - Find Card by Custom Query

 

NOTE: Only required fields require a value

 

Perhaps use the concept of a lookup table to log the QBO Estimate ID and related Trello Card ID.

You can use these apps: 

 

 


Thank you. That was such a simple answer I feel like a putz for being so stuck. The search by custom query worked.


Wow! Thank you for confirming that Troy’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.