Trello as CRM: Prevent Duplicate Cards on WordPress Subscription Renewals

[Zuzanna]

What is your goal?

I’m trying to use Trello as a simple CRM for WordPress subscribers.

What is the problem & what have you tried?

I’ve set up an automation that creates a new card whenever a subscription order is placed. However, I’m running into a problem — when a subscription is renewed, another card is added for the same customer.

I thought I could solve this by searching existing cards and skipping the creation if a card with the same email already exists. But I couldn’t find any information on how to map or reference the email field to make this work

Note: I think I can’t do it by using “Watch New Customers” as most of my New Customers first register for Trial Product.

[mszymkowiak]

Hello Zuzanna, welcome to the Community!

You must first search for a card to check if your customer already exists in Trello.

You can do it quite simply:

Next add router and config rest of the scenario:

Hope it helps!

[Zuzanna]

Thanks, so after I search for Cards with email address I can create a module Edit Card details and it will apply only to Cards that where found by email - right?

[mszymkowiak]

Yes.

Of course it must apply only when search returns results.
Otherwise you should create a new card.

And I highly recommend handling the situation where search returns >1 result, as it potentially means there is an error or duplicate record in your database.