Learn how to instantly add Trello cards from new BigCommerce orders using Pabbly Connect. This detailed tutorial covers all steps for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To start the integration process, first access Pabbly Connect by visiting Pabbly.com. This platform is essential for connecting BigCommerce and Trello effectively. After navigating to the website, hover over the ‘Products’ menu and select ‘Connect’.
Once on the Pabbly Connect page, click on the ‘Sign In’ button. If you do not have an account, you can create a free one in just two minutes. Pabbly Connect offers a free trial plan to test this integration. After signing in, click on the ‘Create Workflow’ button to proceed.
Setting Up BigCommerce Trigger in Pabbly Connect
In this section, we will set up a trigger in Pabbly Connect to capture new orders from BigCommerce. Name your workflow something like ‘BigCommerce to Trello’ and select BigCommerce as the app in the trigger section. Choose the trigger event as ‘New Order Created’.
Next, connect to BigCommerce by filling in the required credentials: Client ID, Access Token, and Store Hash Key. To obtain these, go to your BigCommerce account, navigate to ‘Advanced Settings’, and create a new API account. Ensure you modify the necessary permissions for customer information and orders.
- Click on ‘Create API Account’.
- Choose ‘Create V2/V3 API Token’.
- Name the API account (e.g., Trello Integration).
- Set permissions to modify customer, orders, and transactions.
After saving the API account, copy the Client ID, Access Token, and Store Hash Key back into Pabbly Connect. This setup allows Pabbly Connect to capture new orders from BigCommerce.
Capturing Order Data from BigCommerce
With the trigger set, the next step is to capture the order data that Pabbly Connect receives. Click on the ‘Capture Webhook Response’ button to ensure that the integration is working. This step is crucial for testing whether data from BigCommerce is being captured correctly.
To test this, create a dummy order in your BigCommerce store. For example, you can purchase a product and fill in the customer details. Once the order is placed, return to Pabbly Connect to check if the data has been captured successfully.
- Place a new order in BigCommerce.
- Return to Pabbly Connect to check for captured data.
- Verify the order ID and other details are present.
If the data appears correctly, you are ready to proceed to the next step of mapping this data to Trello.
Mapping Order Data to Trello
Now that Pabbly Connect has captured the order data, we need to map this information to create a card in Trello. Click the plus button to add a new action and select Trello as the application. Choose the action event as ‘Add New Card’.
Connect to your Trello account by entering your username, API key, and token. You can find your API key in the Trello developer API key section and generate a token through your Trello account settings. Once connected, configure the card details, including the board and list where the card will be created.
Select the board where the card will go (e.g., Moonstuck). Choose the list (e.g., Apollo) for the new card. Map the order details like name, email, and address into the card description.
After mapping the data, click on ‘Save and Send Test Request’ to verify that a new Trello card is created with the order details.
Verifying Integration Success
To confirm that the integration works seamlessly, you can create another test order in BigCommerce. After placing the order, check your Trello board to see if a new card has been created. This step is essential to ensure that every new order in BigCommerce reflects accurately in Trello via Pabbly Connect.
If the card appears in Trello with all the correct details, your integration is successful. This means that any new order placed in BigCommerce will automatically create a corresponding card in Trello, streamlining your workflow.
By following these steps, you have effectively utilized Pabbly Connect to integrate BigCommerce with Trello, enabling efficient order management and tracking.
Conclusion
Integrating BigCommerce with Trello using Pabbly Connect allows for efficient order management by automatically creating Trello cards for new orders. This seamless integration enhances productivity and ensures that you never miss an order detail.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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