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Create Trello onboarding, fulfilment or payment follow-up cards from Newie events.

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Choose the task and its owner

Set up the board and lists first, and use a Trello account that belongs to that board. Subscription Ends also fires when an instalment plan finishes billing, so check what service or access the customer is still owed.

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Create the card workflow

Connect Newie to Zapier, then:
  1. Create a Zap with the Newie trigger for the task. Add an Offering ID filter if it should apply to one service.
  2. Connect Trello. For a one-time task, add the existing-card check below before Create Card. Select the board and destination list for the new card.
  3. Use the customer name and task in Name, such as “Onboard — customer name.” Put the service, email and relevant invoice or purchase details in Description.
  4. Assign the person responsible in Member ID(s). Add a label for the service and a due date if the task needs them.
  5. Test the Zap and check the card’s list, owner and details before turning it on.
If a board, list, member or label is missing, check the connected Trello account’s access and reconnect it if needed.

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Avoid repeat tasks

Payment Paid runs for renewals and instalments as well as first payments. Save the identifier for the task in the card’s Description: subscriptionID for onboarding a subscription or instalment plan, purchaseID for a one-off purchase, or stripeInvoiceID for following up a particular invoice. Before Create Card, add Trello’s Find Card, select the board and search Keyword for that ID. Leave List Name empty and set Open Cards Only to No, so the search includes cards moved to a completed list or archived. Configure the search to continue when it finds no result, then add Filter by Zapier to allow creation only when no matching card was found. See the Trello action list for the search fields. Last updated: 2026-09-10