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Wondering if this sort of automation is possible on Trello?

  • 25 January 2021
  • 1 reply

Is it possible with the free version of Trello and using a single trigger to complete the following steps as a single step:

1. create a new team
2. copy a template board to that new team
3. make that board private
4. add myself and individual who requests access to that board
5. restrict adding/removing members to admin (myself)

I hope to set up an automation where individuals are able to gain access to this board through ideally a link.

The goal of the trigger is so that I don't have to consistently duplicate, send & give access to each person who requests it.

I understand business class may be required in order to lock to privacy of the team but the most import part is creating the team and uploading the templated board to the team.


Best answer by blungo 25 January 2021, 21:36

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Userlevel 2

Hi Dunk,

I’m not very familiar with using Zapier on Trello, but I did a quick check and it looks like you can’t create a new team (the action is not configured yet). You can create a board, but not from a template.

Here’s the list of actions that are configured for Trello:

Maybe you can use the action “copy board”.