How to Create Trello cards for new form submissions in Assembly (formerly Copilot)
Véronique Cadet
51 steps
3 minutes
Trello
Zapier
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Zapier, look for Assembly (formerly Copilot) and this logo.
1
Go to Zapier and create a new Zap
2
Click here.
3
Click the "Search…" field.
4
Type "Copilot"
5
Click "Copilot"
6
Click the "*EventRequired" field.
7
Click "Form Response Completed"
8
Click "Continue"
9
Click "Choose" to select your Copilot account, or connect a new one
10
Click "Continue"
11
Click "Choose value…"
12
Select the form you want the Trello Card to be about
13
Click "Continue"
14
Click "Test trigger"
15
Click "Continue with selected record"
16
Click the "Search…" field.
17
Type "Copilot"
18
Click "Copilot"
19
Click the "*EventRequired" field.
20
Click "Find a Client"
21
Click "Continue"
22
Click "Continue"
23
Click here.
24
Click "Client ID"
25
Click here.
26
Click "Continue"
27
Click "Test step"
28
Click here.
29
Click the "Search…" field.
30
Type "Trello"
31
Click "Trello"
32
Click the "*EventRequired" field.
33
Click "Create Card"
34
Click "Continue"
35
Pick or add your Trello Account click "Continue"
36
Click "Choose board"
37
Add the board you want
38
Click "Choose list"
39
Add the list you want
40
You can add your client's name here
41
Click "2. Find a Client in Copilot"
42
Click "Given Name"
43
Click "Family Name"
44
Click here.
45
Here you can add any information you need from the completed form
46
Click "1. Form Response Completed in Copilot"
47
Click on the responses you want to include in the card
48
Click this icon.
49
You can more information on any of the fields seen in this step and then press "Continue"
50
Click "Test step"
51
Click "Publish"
How to Create Trello cards for new form submissions in Assembly (formerly Copilot)
Véronique Cadet
51 steps
3 minutes
Trello
Zapier
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Zapier, look for Assembly (formerly Copilot) and this logo.
1
Go to Zapier and create a new Zap
2
Click here.
3
Click the "Search…" field.
4
Type "Copilot"
5
Click "Copilot"
6
Click the "*EventRequired" field.
7
Click "Form Response Completed"
8
Click "Continue"
9
Click "Choose" to select your Copilot account, or connect a new one
10
Click "Continue"
11
Click "Choose value…"
12
Select the form you want the Trello Card to be about
13
Click "Continue"
14
Click "Test trigger"
15
Click "Continue with selected record"
16
Click the "Search…" field.
17
Type "Copilot"
18
Click "Copilot"
19
Click the "*EventRequired" field.
20
Click "Find a Client"
21
Click "Continue"
22
Click "Continue"
23
Click here.
24
Click "Client ID"
25
Click here.
26
Click "Continue"
27
Click "Test step"
28
Click here.
29
Click the "Search…" field.
30
Type "Trello"
31
Click "Trello"
32
Click the "*EventRequired" field.
33
Click "Create Card"
34
Click "Continue"
35
Pick or add your Trello Account click "Continue"
36
Click "Choose board"
37
Add the board you want
38
Click "Choose list"
39
Add the list you want
40
You can add your client's name here
41
Click "2. Find a Client in Copilot"
42
Click "Given Name"
43
Click "Family Name"
44
Click here.
45
Here you can add any information you need from the completed form
46
Click "1. Form Response Completed in Copilot"
47
Click on the responses you want to include in the card
48
Click this icon.
49
You can more information on any of the fields seen in this step and then press "Continue"
50
Click "Test step"
51
Click "Publish"
