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Question

How to attach Salesforce documents to Trello cards

S

I have a form which creates new Account records in Salesforce. The form also captures a document which is also uploaded and attached to the new Account record in Salesforce (in the Notes and Attachments section)

 

This is what I want to do

  1. When an new record is created in SalesForce (Triggered by a field being completed and populated across from the form) create a new Card in Trello and populate some custom fields across from the new Account record
  2. Also pull across the uploaded document from the new Account record and put into into the new Trello card as an attachment

I can do 1 easily, buts its 2 that I cant see how to do

 

 

Did this topic help you find an answer to your question?

3 replies

Troy Tessalone
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Hi ​@Steve_King 

Help links for using files in Zaps: https://zapier.com/help/create/basics/send-files-in-zaps

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S
  • Steve_King
  • Author
  • New
  • 1 reply
  • March 26, 2025

Hi Troy

Thanks for your reply

here are some screenshots to help

How do i dynamically attach the file from the newly created Account Record in SalesForce?

Troy Tessalone
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​@Steve_King 

In Zap step 3, the Card field expects the ID of the Card from Zap step 2.

 

If the files are not returned from the DATA OUT of Zap step 1, then you would need to add more Zap steps for Salesforce to find those file records linked to the record in Zap step 1.

Try this Zap action: Salesforce - Get Record Attachments

 

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

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