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Automate Email Notifications with Zapier When a New Card is Added

Published on Feb 28th, 2024

In the world of project management and task organization, Trello stands as a popular tool, used by teams to track progress and assignments. Integrating Trello with email can streamline communication, especially when team members need to be notified of new tasks. This is where Zapier comes in, acting as a bridge between your Trello boards and your email service.


Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Trello, and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. Setting up a 'Zap' – which is what Zapier calls its automated workflows – can be a game-changer for productivity.


Let's walk through the steps to create a Zap that sends an email whenever a new card is added to Trello:


Step 1: Sign up for Zapier.
If you haven’t already, create a Zapier account. It’s free to start, and you can upgrade to a premium plan for more features as needed.


Step 2: Make a New Zap.
Click on the 'Make a Zap!' button. Here, you'll be prompted to pick a Trigger App, which will be Trello in this case.


Step 3: Choose Trigger.
Search for Trello and select 'New Card' as the trigger event. This means whenever a new card is added to a board, Zapier will be triggered to perform an action.


Step 4: Connect Trello and Select Board.
Follow the instructions to connect your Trello account and select the specific board and list where you want to monitor for new cards.


Step 5: Pick an Action App.
After the trigger has been set up, you need to select what happens next. Choose your preferred email service provider as the action app – this could be Gmail, Outlook, or any other email service supported by Zapier.


Step 6: Customize the Email.
Now it's time to detail the specifics of the email that will be sent. You can customize the email to include details from the Trello card such as the card name, description, and a link back to the card.


Step 7: Test and Activate.
Before going live, test the Zap to make sure it's working as expected. If everything checks out, activate the Zap and you're all set.


With these simple steps, team members can now receive real-time email notifications when a new card is added to Trello. This automation not only keeps everyone informed but also saves time that would otherwise be spent manually notifying each team member about new tasks.


By setting up automated email notifications through Zapier, you can ensure that nothing falls through the cracks, improve team coordination, and enhance project management efficiency.


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