Given that inviting people to a new Trello board directly through Zapier isn’t a built-in feature and I frequently see requests for this, I’ve put together this guide to help you achieve that.
Prerequisites:
Before you start, ensure you have the following:
- API Key & Token:
These are essential to authenticate your requests. Head over to your Trello and generate these from the Power-Up admin portal. Let’s represent them with placeholders{{ApiKey}}
and{{Token}}
.
https://trello.com/power-ups/admin/ - Trello Board ID: Every Trello board has a unique ID. You’ll need it to specify which board you’re inviting members to. We’ll use the placeholder
{{boardID}}
for it. - Email Address: The email of the user you wish to invite. We’ll denote this with
{{Email}}
.
Keep in min you can pull both the boardID and Email from pre-existing steps in your ZAP ie from fields.
Step-by-Step Guide:
- Login to Zapier:
Ensure you’re logged into your Zapier account. If you don’t have one, sign up for a free account. - Create a New Zap:
Once logged in, click on the ‘Make a Zap’ button. - Define the Action:
Under ‘Choose App & Event’, search and select Webhooks by Zapier
.
In the ‘Action Event’ dropdown, choose Custom Request
.
Click ‘Continue’.
4. Customize the Action:
- Method: Choose
PUT
from the dropdown.
- Method: Choose
URL: Enter the following URL (Make sure to use your own variables):
https://api.trello.com/1/boards/{{boardID}}
/members?key={{ApiKey}}
&token={{Token}}
&email={{Email}}
&allowBillableGuest=true
Leave other fields as they are unless you have additional configurations.
5. Final Steps:
Click ‘Continue’ and then ‘Test & Continue’ to ensure everything works correctly.
Finally, give your Zap a name and turn it on by toggling the switch at the top of the screen.
Important Note: Ensure you include the &allowBillableGuest=true
at the end of the URL. While the Zap will function without this parameter, it might lead to an error.
You should now be able to invite members to your Trello board using this Zap. I hope this guide helps you streamline your processes on Trello through Zapier.
For detailed Trello Api documentation visit this page