Prerequisites

  1. Active Trello/Atlassian account.
  2. A minimum of one board and one list.

Triggers

⚡️ New Card

Description: Triggers when a new card is created in the specified board. You may additionally specify the list to be watched by the Bot.

Data limits: Maximum of 100 cards in a single data check interval. For example, if you are on the Startup plan, the data check time is 2 minutes. A maximum of 100 new cards every 2 minutes would be fetched. If there are more than 100 new cards received in 2 minutes, there might be a loss of data.

Unsupported items: Input fields Board and List only show up to 100 items.

⚡️ Card Archived

Description: Triggers when a card is archived in the specified board. You may additionally specify the list and the card to be watched by the Bot. If you specify the list, the Bot will trigger only when a card is archived from the specified list.

Unsupported items: Output fields like card description, due date, labels, etc. are not supported. You can add the ‘Search a Card’ action right after this trigger to get all the fields (including custom ones).

⚡️ Card Due

Description: Triggers when a card is archived in the specified board and the time (in minutes) before which you’d like the Bot to trigger. If you put 15 minutes, the Bot will trigger 15 minutes before the card is due.

Data limits: Maximum of 100 cards in a single data check interval. For example, if you are on the Startup plan, the data check time is 2 minutes. A maximum of 100 new due cards every 2 minutes would be fetched. If there are more than 100 new due cards received in 2 minutes, there might be a loss of data.

Unsupported items: Output fields List and Board name. You can add the ‘Search a List’ or 'Search a Board' action right after this trigger to get all the fields (including custom ones).

⚡️ Card Moved to List

Description: Triggers when a card is moved to the specified board and the list. The Bot triggers only when you move a card to the target list specified.

Unsupported items: This works only when you move the card within the same board. Output fields like card due date, labels, etc. are not supported. You can add the ‘Search a Card’ action right after this trigger to get these fields. This trigger works only when you move the cards within the same board.

⚡️ New Notification

Description: Triggers when you receive a new notification in your Trello account.

⚡️ New Comment

Description: Triggers when there is a new comment on a card on the specified Trello board. You may additionally specify the list and the card to be watched by the Bot for new comments.

Unsupported items: Output fields like card due date, labels, etc. are not supported. You can add the ‘Search a Card’ action right after this trigger to get all the fields (including custom ones).

⚡️ New List

Description: Triggers when there is a new list created on the specified Trello board.

⚡️ Due Date Add/Updated on a Card

Description: Triggers when a due date is added/changed on a card in the specified board. You may additionally specify the name of the list and card to be watched by the Bot for due date changes.

Unsupported items: Input fields Board and List only show up to 100 items. Output fields like card due date, labels, etc. are not supported. You can add the ‘Search a Card’ action right after this trigger to get all the fields (including custom ones).

⚡️ New Checklist

Description: Triggers when a new checklist is added to a card in the specified board. You may additionally specify the card if you want to be watched by the Bot the new checklist.

Unsupported items: Input fields Board and Card only show up to 100 items.

⚡️ Label Added to Card

Description: Triggers when a new label is added to a card in the specified board. You may additionally specify the label if you want the Bot to look for a specific label added to the card.

Unsupported items: Output fields like card due date, labels, etc. are not supported. You can add the ‘Search a Card’ action right after this trigger to get get all the fields (including custom ones).

⚡️ Updated Card

Description: Triggers when an existing card is modified, in the specified board. You may additionally specify the card to be watched by the Bot for any modifications.

Unsupported items: Input fields Board only shows up to 100 items.

⚡️ Checklist Item Completed

Description: Triggers when you tick-off or mark an item completed on a card, in the specified board. You may additionally specify the card to be watched by the Bot for any checklist items completion.

Unsupported items: Input fields Board only shows up to 100 items. Output fields like card due date, labels, etc. are not supported. You can add the ‘Search a Card’ action right after this trigger to get all the fields (including custom ones).

⚡️ New Activity

Description: Triggers when there is any activity on the board specified. You may additionally specify the list and a card to be watched by the Bot for any new activity.

⚡️ New Member Added to a Card

Description: Triggers when a new member is added to a card in the specified board.

⚡️ New Member Added to Board

Description: Triggers when a new member is added to the specified board.

Unsupported items: Output fields like card description, due date, labels, etc. are not supported. You can add the ‘Search a Card’ action right after this trigger to get all the fields (including custom ones).


Actions

✅ Add or Update a Card

Description: Used to create a new card in the specified list and board OR update an existing card.

Duplicate cards are checked based on Card ID Or Card Title. If you'd like to update the existing card, select 'Yes' for 'Update if Existing' input field. Card will only be updated if the card name provided matches exactly with an existing card's name OR if you are using Card ID input field.

How to get Card ID?

Please use 'Search Card' action right before 'Add or Update a Card' to get Card ID as an output field, which can be dragged and dropped to 'Card ID' field under 'Add or Update a Card' action.

Data limits: Input field 'Description' accepts up to 5000 characters only for English language.

Unsupported items: Attachments in the card.

✅ Add Checklist to a Card

Description: Used to add a new checklist and checklist items to the specified card. You'd need to specify the board, list and the card to use this action. Naming the checklist is mandatory while setting up the Bot (screenshot below).

Unsupported items: Dynamic checklist item creation - you'd need to specify the number and the name of the checklist items while setting up the Bot.

✅ Add a Comment

Description: Used to add a new comment on the specified card. You'd need to specify the board, list and the card to use this action.

✅ Add a List

Description: Used to create a new list on the specified board. You'd need to specify the name of the list to be created.

✅ Archive a Card

Description: Used to archive the specified card. You'd need to specify the board, list and the card to use this action. Alternatively, you may specify the card ID only.

How to get Card ID?

Please use 'Search Card' action right before 'Add or Update a Card' to get Card ID as an output field, which can be dragged and dropped to 'Card ID' field under 'Add or Update a Card' action.

✅ Create a Label

Description: Used to create a new label in the specified board. You'd need to specify the label name and color.

✅ Search a Board

Description: Used to search the board details using the board name or board ID.

✅ Search a Card

Description: Used to search an existing card based on card title or card ID. This action will give you all the fields available on your card. Custom fields will be visible provided you specify the board on which the card will be searched.

✅ Search a Label

Description: Used to search the label details using the label name or label color. This action is mostly used to find out the label and use it in subsequent Trello actions.

✅ Search a List

Description: Used to search the list details using the board and list title or list ID.

✅ Add Item to a Checklist

Description: Used to add a new item to the specified checklist. You'd need to specify the board, list, card and the checklist to use this action. Naming the checklist item is mandatory while setting up the Bot.

✅ Add Label to a Card

Description: Used to add/apply an existing label to the specified card. You'd need to specify the board, list, card and the label to use this action.

✅ Add a Member to a Card

Description: Used to add an existing member to the specified card. You'd need to specify the board, list, card and the member to use this action. If you are unsure about member selection, you can always use 'Search Member' action right before this action (screenshot below).

✅ Move Card to a Board or List

Description: Used to move the specified card to the specified board/list. You'd need to specify the card, target board and the target list to use this action.

✅ Search a Checklist

Description: Used to search the checklist details using the checklist name or checklist ID. You'd need to specify the board, list, card and the checklist name/ID to use this action.

✅ Search a Member

Description: Used to search the member details using the member email or username.

✅ Remove Label from a Card

Description: Used to remove an existing label from the specified card. You'd need to specify the board, list, card and the label to use this action.

✅ Search Checklist Item

Description: Used to search the checklist item details using the checklist and checklist item name/ID. You'd need to specify the board, list, card, checklist and the checklist item name/ID to use this action.

✅ Update a Checklist Item

Description: Used to update an existing checklist item (complete or incomplete) on the specified card. You'd need to specify the board, list, card, checklist and the checklist item name/ID to use this action.


Common problems with Trello integration

❗️ Private and Public Boards

Automate.io supports both public as well as private boards in your Trello account.

❗️ Can I use fields from Trello Power Ups in the Bot?

Unfortunately as of now, we aren't able to get to Trello Power Up fields in triggers or actions, so that information isn't accessible in a Bot.

❗️ My Bot does not trigger when I move the card from one board to another. I am using Card Moved to List trigger.

When you move a card from one board into another board, it's considered as a new card by Trello and hence, the Bot does not trigger. This trigger works only for the cards being moved to other lists within the same board.

❗️ A new card gets created instead whereas, the existing card with the same title should have been modified. I am using Add or Update Card action.

This usually happens when there are special characters present in the card title (unusual Trello API behavior). If a card exists and the bot is supposed to update that card, it does not work and creates a new card instead.

❗️ My Bot is not creating the card on the correct board. I am using the Add or Update a Card action.

This can happen if you have the lists with the same name across different boards. To prevent this, please make sure to select the appropriate board and list while setting up the Bot.

❗️ Error: The card title provided is too long. Please limit it to less than 20 words.

As of now, the card title can only be less than 20 words long. Please make sure the card title is not too lengthy to avoid this error.

❗️ Search Card says 'found: no' even though my card exists. I'm on Activity page.

This action will not work if the card has been created very recently (~1 minute). Please add Timer app's Wait action in order to make the bot wait for specified minutes and then search for the card.

How to add Timer?

Please add an action before 'Search a Card' action and select the action app as 'Timer' as highlighted in below screenshot.

❗️ Error: Rate limit exceeded.

Trello actions can run into the allowed API limits in some rare cases. To avoid this error, we'd recommend you to use our Auto Retry feature, which will automatically retry the failed action in regular intervals.

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