Roadmap

Trello: Labels, Checklist and Ability to search cards & update

Trello would be almost useless if there were no labels to card. Labels are colourful and important sections to visualize cards of specific category or requirement.

Labels can hold value like: Important, Done, Under Process, Top Priority etc for average user, while COD, Prepaid, RETURN, FRAUD etc for ecom order management and use-cases go on. Trello users can set colours for each labels to keep them neatly organized and easy to scan.

Since I use Zapier all the time, I'll share how it worked for me so far...

Here's how I used to add/update labels on my trello cards.

1. Pass custom value & Trello would create a label for that

2. Select Colour for custom condition/value (such as paid=green, unpaid=red) when I pass red, it will automatically add label with red colour and as it was set as unpaid in my trello board, it will contain text - unpaid.

 

Here's how I used to add/update checklist in my trello cards.

1. Checklist Title - I can pass a value here (usually order items for my order management) or can pass dyanmic value as well.

2. Checlists - I pass lineitems here and it'd create to do list for me which is essential part of trello.

3. I've not used taging for list item but trello has option to assign team members to individual task and set deadline (suppppa helpful)

 

Search Cards + Update Cards (Please make it priority!)

Search card should be as simple as lookup a value in Google sheet. Pabbly only can update a trello card if you provide card-id but it has no option to search card it using title, so collecting id and maintaining them in a db is the only resort.

 

Zapier task looks like this: Trigger/webhook -> lookup a value in trello board & grab card-id -> update that card-id.

With Pabbly, That same task has to go through a separate lookup in Google to fetch card id: 

  • Step1: Create a database with other flow when a trello card is created -> add raw as card title & card-id
  • Step2: Webhook -> lookup for a value in Gsheet and get card-id -> update that card-id
  • (It makes you consume more tasks, maintain a sheet for trello, and headache if you have other ways to create cards other than pabbly where those card-ids will be not added in db or previously generated card)