This guide explains how you can set up Zaps to reflect the movement of Mercury Opportunities in Trello.
This guide assumes that you have a basic understanding of how Zapier works and the related Zapier terms (actions, triggers, filters, etc) and Trello.
If you do not have a basic understanding of Zapier see: About Zapier
Prerequisites
You need to have a Trello account with board setup for receiving opportunities to be able to continue with the example below.
You will also need to have lists set up in the Trello board which will map to mercury statuses.
This example will show the transition of the opportunity through the following Statuses:
Lead
Appointed
Formally Approved
Settled
Note: You will need to set up one Zap for each status that you'd like to be represented in Trello. This is due to the limitations of the Trello app on Zapier
Setting up your Zaps
To effectively track Opportunity Status changes in Trello you will need to set up a couple of zaps.
The first will add a new card to your Trello board when an Opportunity is created in Mercury, and the subsequent zaps will move the card when the Opportunity Status changes.
You will need to set up a zap for each time the card must move across the board. The following process outlines how to set a zap for two columns on a Trello board, as an example. Add additional zaps as required.
Note: you can also use this zap to track on Loan Status changes. Simply change the trigger action from Opportunity Status to Loan Status.
Capture new Opportunities in Trello
This zap will capture new Opportunities in Mercury and add them to your Trello board.
Click
Stage 1: Connect your Mercury account and choose the event that will trigger the Automation.
Select Mercury Connect as the Trigger Application and click Save + Continue
Select New Opportunity as the trigger and click Save + Continue
Zapier will then connect to your Mercury Account. Once it has been connected, click Save + Continue
Zapier will want to test the trigger works in Mercury, click Fetch and Continue
After the test has come back successful, click Continue
Stage 2: Connect Trello and set up the Action you want to occur.
Select Trello and click Save + Continue
Select Create Card as the Action
Click on Connect Account and log into your Trello account
Once you are logged in, click Save + Continue
The name field in the template should map to the Opportunity Name coming from the trigger in step 1. To do this click on the
Below screenshot shows sample create card configuration:
Turn on the Zap. Any new opportunities created in Mercury will appear in your Trello Board now
Capture transition to the Appointed status
This zap will move the Trello card when the Opportunity Status changes to Appointed.
Click
Stage 1: Connect your Mercury account and choose the event that will trigger the Automation.
Select Mercury Connect as the Trigger Application and click Save + Continue
Select Opportunity Status Updated as the trigger and click Save + Continue
Zapier will then connect to your Mercury Account. Once it has been connected, click Save + Continue
Zapier will want to test the trigger works in Mercury, click Fetch and Continue
After the test has come back successful, click Continue
Stage 2: Apply a Filter that will only complete the action when the Opportunity status changes to Appointed.
Click on the
symbol
In the first drop-down, select Opportunity Status
In the second drop-down, select (Text) Contains
In the third drop-down, select Appointed
This will allow the Zap to continue only if the new status is Appointed
Stage 3: Select the Zapier Delay Action
Note: This is required because sometimes Trello's Find card action fails to find a card which was recently updated/created)
Setup the delay template as follows:
Press continue to proceed to setup Step 4 of the Zap
Stage 4: Connect Trello and set up the Find Card Action
Select Trello as the Action app.
Select Find card and set up as follows:
Stage 5: Set the Move Card to list Action
Select the Trello Move Card to List action
In the 'To List' field, select the target list where you'd like the card to move to:
Press continue to test this step and then turn it on
Capture transition to the Formally Approved status
This zap will move the Trello card when the Opportunity Status changes to Formally Approved.
Click
Stage 1: Connect your Mercury account and choose the event that will trigger the Automation
Select Mercury Connect as the Trigger Application and click Save + Continue
Select Opportunity Status Updated as the trigger and click Save + Continue
Zapier will then connect to your Mercury Account. Once it has been connected, click Save + Continue
Zapier will want to test the trigger works in Mercury, click Fetch and Continue
After the test has come back successful, click Continue
Stage 2: Apply a Filter that will only complete the action when the Opportunity status changes to Appointed.
Click on the
symbol
In the first drop-down, select Opportunity Status
In the second drop-down, select (Text) Contains
In the third drop-down, select Formally Approved
This will allow the Zap to continue only if the new status is Formally Approved
Stage 3: Select the Zapier Delay Action
Note: This is required because sometimes Trello's Find card action fails to find a card which was recently updated/created)
Setup the delay template as follows:
Press continue to proceed to setup Step 4 of the Zap
Stage 4: Connect Trello and set up the Find Card Action
Select Trello as the Action app.
Select Find card and set up as follows:
Stage 5: Set the Move Card to list Action
Select the Trello Move Card to List action
In the 'To List' field, select the target list where you'd like the card to move to:
Press continue to test this step and then turn it on
Setup a Zap to capture transition to the Settled status
Click
Stage 1: Connect your Mercury account and choose the event that will trigger the Automation
Select Mercury Connect as the Trigger Application and click Save + Continue
Select Opportunity Status Updated as the trigger and click Save + Continue
Zapier will then connect to your Mercury Account. Once it has been connected, click Save + Continue
Zapier will want to test the trigger works in Mercury, click Fetch and Continue
After the test has come back successful, click Continue
Stage 2: Apply a Filter that will only complete the action when the Opportunity status changes to Appointed.
Click on the
symbol
In the first drop-down, select Opportunity Status
In the second drop-down, select (Text) Contains
In the third drop-down, select Formally Approved
This will allow the Zap to continue only if the new status is Formally Approved
Stage 3: Select the Zapier Delay Action
Note: This is required because sometimes Trello's Find card action fails to find a card which was recently updated/created)
Setup the delay template as follows:
Press continue to proceed to setup Step 4 of the Zap
Stage 4: Connect Trello and set up the Find Card Action
Select Trello as the Action app.
Select Find card and set up as follows:
Stage 5: Set the Move Card to list Action
Select the Trello Move Card to List action
In the 'To List' field, select the target list where you'd like the card to move to:
Press continue to test this step and then turn it on