Shopify Trello Integration: Create Trello Cards from Shopify Orders Using Pabbly Connect

Learn how to integrate Shopify with Trello using Pabbly Connect to automate the creation of Trello cards from Shopify orders. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the Shopify Trello integration, first access Pabbly Connect. This platform allows seamless integration between multiple applications like Shopify and Trello. Sign in to your Pabbly Connect account or create a new one if you haven’t already.

Once logged in, you will be directed to the dashboard. Here, you can begin setting up your integration by selecting the ‘Create Workflow’ option. This is where you will define how data flows from Shopify to Trello through Pabbly Connect.

2. Setting Up Shopify as the Trigger Application

In this step, you will set Shopify as the trigger application in Pabbly Connect. Start by selecting Shopify from the list of applications. You will then need to choose the trigger event, which is ‘New Order’. This event will activate the workflow whenever a new order is placed in your Shopify store.

• Select Shopify as the trigger application.
• Choose ‘New Order’ as the trigger event.
• Connect your Shopify account by following the authentication prompts.

After completing these steps, you can test the trigger to ensure it captures data correctly. This test will confirm that Pabbly Connect is receiving the necessary information from Shopify for the integration to work.

3. Configuring Trello as the Action Application

Next, you will configure Trello as the action application within Pabbly Connect. Select Trello from the application list and choose the action event, which is ‘Create Card’. This step will allow you to create a new card in Trello whenever a new order is received from Shopify.

• Select Trello as the action application.
• Choose ‘Create Card’ as the action event.
• Connect your Trello account by following the authentication prompts.

Once connected, you will need to set up the card details. Map the fields from Shopify to Trello, such as the order ID, customer name, and product details. This mapping ensures that the right information is transferred from Shopify to Trello through Pabbly Connect.

4. Testing the Integration Between Shopify and Trello

After configuring both applications, it’s essential to test the integration. Trigger a new order in Shopify to see if a corresponding card is created in Trello. This step verifies that Pabbly Connect is functioning correctly and that data flows smoothly between the two applications.

Check the Trello board to confirm the new card appears with the correct details. If everything is set up properly, you will see the order information reflected accurately. This successful test indicates that your integration is complete and operational.

5. Finalizing Your Automation with Pabbly Connect

Once testing is successful, you can finalize your automation. Save your workflow in Pabbly Connect to ensure it runs every time a new order is placed in Shopify. This automation will save you time and keep your Trello board updated without manual input.

Additionally, you can explore further customization options within Pabbly Connect. For instance, setting filters or adding more actions to the workflow can enhance its functionality. This flexibility allows you to tailor the integration to your specific needs.

Conclusion

Integrating Shopify with Trello using Pabbly Connect streamlines your workflow by automating the creation of Trello cards from Shopify orders. This setup enhances organization and efficiency in managing orders and tasks.