![]() This will allow the Zap to continue only if the new status is Formally Approved.In the third drop-down, select Formally Approved.Stage 1: Connect your Mercury account and choose the event that will trigger the Automation This zap will move the Trello card when the Opportunity Status changes to Formally Approved. Press continue to test this step and then turn it onĬapture transition to the Formally Approved status.In the 'To List' field, select the target list where you'd like the card to move to:.Select the Trello Move Card to List action.Stage 5: Set the Move Card to list Action Select Find card and set up as follows:.Stage 4: Connect Trello and set up the Find Card Action Press continue to proceed to setup Step 4 of the Zap.Note: This is required because sometimes Trello's Find card action fails to find a card which was recently updated/created) This will allow the Zap to continue only if the new status is Appointed.In the third drop-down, select Appointed.In the second drop-down, select (Text) Contains.In the first drop-down, select Opportunity Status.Stage 2: Apply a Filter that will only complete the action when the Opportunity status changes to Appointed. Select Opportunity Status Updated as the trigger and click Save + Continue.This zap will move the Trello card when the Opportunity Status changes to Appointed. Any new opportunities created in Mercury will appear in your Trello Board nowĬapture transition to the Appointed status Below screenshot shows sample create card configuration:. ![]() ![]()
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