> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Newie + Trello

> Connect Newie with Trello through Zapier.

## Overview

Trello is useful when Newie events should become operational tasks. Zapier can create cards for onboarding, fulfillment, follow-up, or overdue-payment work on the right board and list.

## What You'll Need

* Newie connected to Zapier
* A Trello account that is a member of the target board
* The board and lists set up in advance

## Common Zaps

**Subscription Started → Trello: Create Card**

Create an Onboarding card when billing starts and the subscription becomes active. Map customer name to the card title and service plus email to the description.

**One-Off Purchase Complete → Trello: Create Card**

For completed one-off purchases that need fulfillment, create a card on a Fulfillment list.

**Payment Overdue → Trello: Create Card**

Create a card on a Follow-ups list so someone works the recovery manually.

**Subscription Ends → Trello: Create Card**

Add a card to an Offboarding list to handle final steps (cancel access, send exit survey).

## Setup at a Glance

1. If you have not connected Newie yet, follow [Connecting Newie to Zapier](/integrations#connecting-newie-to-zapier) first.
2. In Zapier, create a new Zap and choose Newie as the trigger. Pick the trigger event.
3. Connect Trello as the action app and authorize.
4. Choose Create Card.
5. Select the board and list, then map Newie fields to Card Name and Description. Optionally set a label and due date.
6. Test, then turn on the Zap.

## Notes

* Use Trello labels to color-code cards by Newie service or customer type. Set the label in the Zap so cards are sortable from day one.
* For boards used by multiple people, set the Member field on the Zap action so the right person is auto-assigned.
* Zapier can create cards on a board and list you can access. If a board, list, member, or label is missing in Zapier, check Trello membership and reconnect the app before changing the Zap logic.

*Last updated: 2026-06-26*
