--- title: "Connect Trello to TemplateDocs - APIANT.ai" description: "When \"New board\" fires in Trello, your agent runs \"Add template\" in TemplateDocs." canonical: "https://apiant.ai/connect/trello-to-templatedocs" --- # Connect Trello to TemplateDocs When **New board** fires in [Trello](https://apiant.ai/connections/trello), your agent runs **Add template** in [TemplateDocs](https://apiant.ai/connections/templatedocs). Describe the whole flow and it is built, tested on every scenario and kept running. Trello **6** triggers Trello **112** actions TemplateDocs **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Trello and TemplateDocs to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Trello can start in TemplateDocs - When **New board** in Trello then **Add template** in TemplateDocs - When **New card assigned to me** in Trello then **Update template** in TemplateDocs Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Trello and TemplateDocs ## Triggers and actions 6 triggers · 117 actions - Trigger **Any card due soon** Triggers when any card assigned to you is due within 24 hours. - Trigger **New board** Triggers when a new board is created in your account. - Trigger **New card assigned to me** Triggers when a new card is assigned to you. - Trigger **New card in list** Triggers when a new card is added to the specified list. - Trigger **New comment on any card within board** Triggers when a new comment is added to any card within the specified board. - Trigger **New list on board** Triggers when a new list is added to the specified board. - Action **Add a Member to a Board** Add a Member to a Board - Action **Add Comment to Card** Add a new comment to a Card - Action **Add Label to Card** Add a Label to a Card - Action **Add member to card** Adds a member to the specified card. - Action **Archive all Cards in List** Archive all Cards in List - Action **Archive or unarchive a list** Archive or unarchive a list - Action **Batch Requests** Performs up to 10 Trello GET API requests in one call and returns each route's response body. - Action **Create a Label** Create a Label - Action **Create a new Organization** Create a new Organization - Action **Create Attachment On Card** Create Attachment On Card - Action **Create Board** Creates a new Trello board. - Action **Create Card** Create a new Card - Action **Create Checkitem on Checklist** Create Checkitem on Checklist - Action **Create Checklist on Card** Create Checklist on a Card - Action **Create comment** Creates a new comment on the specified card. - Action **Create Label on Board** Create a Label on a Board - Action **Create Label on Card** Create a new Label on a Card - Action **Create List** Create a new List - Action **Delete a Board** Delete a Board - Action **Delete a Checklist** Delete a Checklist - Action **Delete a Checklist on a Card** Delete a Checklist on a Card - Action **Delete a comment on a Card** Delete a comment on a Card - Action **Delete a Label** Delete a Label - Action **Delete an Action** Delete an Action - Action **Delete an Attachment on a Card** Delete an Attachment on a Card - Action **Delete an Organization** Delete an Organization - Action **Delete Card** Delete a Card - Action **Delete Checkitem from Checklist** Delete Checkitem from Checklist - Action **Delete checkItem on a Card** Delete checkItem on a Card - Action **Delete Logo for Organization** Delete Logo for Organization - Action **Find boards by name** Searches your boards by name. Returns matching board ids and names. - Action **Find cards in board by name** Searches cards within the specified board by name. Returns matching card ids and names. - Action **Find custom field by name** Finds a custom field on the specified board by name. Requires an upgraded Trello plan. - Action **Get a Checkitem on a Checklist** Get a Checkitem on a Checklist - Action **Get a Checklist** Get a Checklist - Action **Get Actions for a List** Get Actions for a List - Action **Get Actions for Organization** Get Actions for Organization - Action **Get Actions of a Board** Get Actions of a Board - Action **Get Actions on a Card** Get Actions on a Card - Action **Get a Label** Get a Label - Action **Get a List** Get a List - Action **Get a Member** Get a Member - Action **Get a Member's Actions** Get a Member's Actions - Action **Get a Membership of an Organization** Get a Membership of an Organization - Action **Get an Action** Get an Action - Action **Get an Attachment on a Card** Get an Attachment on a Card - Action **Get an Organization** Get an Organization - Action **Get Attachments on a Card** Get Attachments on a Card - Action **Get Board** Get a Board - Action **Get Boards in an Organization** Get Boards in an Organization - Action **Get Boards that Member belongs to** Get Boards that Member belongs to - Action **Get Boards the Member has been invited to** Get Boards the Member has been invited to - Action **Get Card** Get a Card - Action **Get Cards in a List** Get Cards in a List - Action **Get Cards on a Board** Get Cards on a Board - Action **Get Cards the Member is on** Get Cards the Member is on - Action **Get checkItem on a Card** Get checkItem on a Card - Action **Get checkItems on a Card** Get checkItems on a Card - Action **Get Checkitems on a Checklist** Get Checkitems on a Checklist - Action **Get Checklists on a Board** Get Checklists on a Board - Action **Get Checklists on a Card** Get Checklists on a Card - Action **Get Custom Field Items for a Card** Get Custom Field Items for a Card - Action **Get Custom Fields for Board** Get Custom Fields for Board - Action **Get filtered Cards on a Board** Get filtered Cards on a Board - Action **Get filtered Lists on a Board** Get filtered Lists on a Board - Action **Get Labels on a Board** Get Labels on a Board - Action **Get Lists on a Board** Get Lists on a Board - Action **Get Memberships of a Board** Get Memberships of a Board - Action **Get Memberships of an Organization** Get Memberships of an Organization - Action **Get Member's Organizations** Get Member's Organizations - Action **Get Members who have voted on a Card** Get Members who have voted on a Card - Action **Get Organizations a Member has been invited to** Get Organizations a Member has been invited to - Action **Get Organizations new billable guests** Get Organizations new billable guests - Action **Get Tags of an Organization** Get Tags of an Organization - Action **Get the Board a List is on** Get the Board a List is on - Action **Get the Board for an Action** Get the Board for an Action - Action **Get the Board the Card is on** Get the Board the Card is on - Action **Get the Board the Checklist is on** Get the Board the Checklist is on - Action **Get the Card a Checklist is on** Get the Card a Checklist is on - Action **Get the Card for an Action** Get the Card for an Action - Action **Get the List for an Action** Get the List for an Action - Action **Get the List of a Card** Get the List of a Card - Action **Get the Member Creator of an Action** Get the Member Creator of an Action - Action **Get the Member of an Action** Get the Member of an Action - Action **Get the Members of a Board** Get the Members of a Board - Action **Get the Members of a Card** Get the Members of a Card - Action **Get the Members of an Organization** Get the Members of an Organization - Action **Get the Organization of an Action** Get the Organization of an Action - Action **Invite Member to Board via email** Invite Member to Board via email - Action **Mark Board as viewed** Mark Board as viewed - Action **Move all Cards in List** Move all Cards in List - Action **Move List to Board** Move List to Board - Action **Remove a Label from a Card** Remove a Label from a Card - Action **Remove a Member from a Card** Remove a Member from a Card - Action **Remove a Member from an Organization** Remove a Member from an Organization - Action **Remove a Member's Vote on a Card** Remove a Member's Vote on a Card - Action **Remove Member from Board** Remove Member from Board - Action **Update a Board** Update a Board - Action **Update a checkItem on a Card** Update a checkItem on a Card - Action **Update a Checklist** Update a Checklist - Action **Update a Comment Action** Update a Comment Action - Action **Update a Label** Update a Label - Action **Update a List** Update a List - Action **Update a Member of an Organization** Update a Member of an Organization - Action **Update an Action** Update an Action - Action **Update an Organization** Update an Organization - Action **Update an Organization's Members** Update an Organization's Members - Action **Update Card** Updates the specified card (name, description, list, position, due date, closed state, members, labels). - Action **Update Checkitem on Checklist on Card** Update Checkitem on Checklist on Card - Action **Update Comment Action on a Card** Update Comment Action on a Card - Action **Update logo for an Organization** Update logo for an Organization - Action **Update Membership of Member on a Board** Update Membership of Member on a Board - Action **Add template** Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it. - Action **Delete template** Removes a template from your TemplateDocs account. - Action **Get template** Returns the details of one template, including its name, size, checksum and the placeholder tags it contains. - Action **List templates** Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags. - Action **Update template** Renames a template or changes its settings. Returns the id of the template that was updated. ## Each app on its own - [ **Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connections/trello) - [ **TemplateDocs** TemplateDocs is a tool for creating documents from templates.](https://apiant.ai/connections/templatedocs) Reviews ## What our customers say ## More from Trello - [ **Trello to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/trello-to-hubspot) - [ **Trello to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/trello-to-slack) - [ **Trello to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/trello-to-gmail) - [ **Trello to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/trello-to-google-calendar) - [ **Trello to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/trello-to-stripe) - [ **Trello to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/trello-to-quickbooks-online) ## More into TemplateDocs - [ **Goaffpro to TemplateDocs** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/goaffpro-to-templatedocs) - [ **Mailjet to TemplateDocs** Mailjet is an all-in-one solution to send, track and deliver transactional, notification and marketing emails.](https://apiant.ai/connect/mailjet-to-templatedocs) - [ **Perigon to TemplateDocs** REST API for real-time news search, monitoring, and enriched data on companies, people, and topics.](https://apiant.ai/connect/perigon-to-templatedocs) - [ **HubSpot to TemplateDocs** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-templatedocs) - [ **Salesforce to TemplateDocs** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-templatedocs) - [ **Slack to TemplateDocs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-templatedocs) Questions ## Trello and TemplateDocs, answered ### ### What can start an automation from Trello? Any of Trello's 6 triggers in the catalog, including New board, New card assigned to me, New card in list and New comment on any card within board. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TemplateDocs when something happens in Trello? Any of TemplateDocs's 5 actions, including Update template, Add template, Get template and List templates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TemplateDocs to Trello? TemplateDocs has no triggers in the catalog today, so automations start in Trello. If you need the other direction, ask: your agent reads TemplateDocs's API documentation and adds it. ### ### Do I have to build a connector for Trello or TemplateDocs? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Trello and TemplateDocs without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.