Integrating BigCommerce with Trello Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate BigCommerce order management by creating Trello cards with Pabbly Connect. Follow our detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button for Pabbly Connect, which will lead you to the main dashboard where you can create workflows. This is where the automation magic happens.

2. Creating a Workflow in Pabbly Connect

In order to automate the process, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will appear asking for a workflow name and folder selection.

• Enter the workflow name: ‘Create Trello Cards for BigCommerce Order Purchase’.
• Select a folder to save the workflow.
• Click on the ‘Create’ button to finalize.

After creating the workflow, you will see two sections: ‘Trigger’ and ‘Action’. The trigger is what initiates the workflow, while the action is what happens as a result. This is the foundation of your automation in Pabbly Connect.

3. Setting Up the Trigger with BigCommerce

For the trigger, select Pabbly Connect as the application and choose ‘BigCommerce’ as the trigger event. The specific event we are focusing on is ‘New Order Created’. This means that every time a new order is placed in BigCommerce, it will trigger the workflow.

Click on the ‘Connect’ button to establish a connection with your BigCommerce account. You will need to provide the Client ID, Access Token, and Store Hash Key to connect Pabbly Connect to your BigCommerce account.

• Create an API account in your BigCommerce account.
• Grant necessary permissions for the API account.
• Copy the credentials and paste them into Pabbly Connect.

Once you have entered the credentials, click on the ‘Save and Send Test Request’ button. This will check if the connection is successful and if Pabbly Connect can capture the new order data.

4. Getting Order Details from BigCommerce

After successfully setting up the trigger, the next step in Pabbly Connect is to retrieve the order details. Add a new action step and select BigCommerce again. This time, choose the action event ‘Get Order by ID’.

Click on the ‘Connect’ button and select the existing connection you made earlier. You will need to map the Order ID from the previous step to get the details of the new order.

Click on the field for Order ID and select the mapped data from the previous step. Click on ‘Save and Send Test Request’ to fetch the order details. Verify that the order details are returned successfully.

This step ensures that you have all necessary information about the order, which is crucial for creating the Trello card.

5. Creating a Trello Card Using Pabbly Connect

Now that you have the order details, it’s time to create a Trello card. For this action, select Pabbly Connect as the application and choose Trello as the action event ‘Create a Card’. This action will allow you to create a card in Trello for each new order placed in BigCommerce.

Click on the ‘Connect’ button to link your Trello account. You will need to provide your Trello API key and token to establish this connection.

Select the board where you want to create the card. Choose the list where the card will be added. Map the order details to the card fields (e.g., name, description).

Finally, click on ‘Save and Send Test Request’ to create the card. Check your Trello account to confirm that the card has been successfully created with all relevant order details.

Conclusion

In this tutorial, we demonstrated how to automate the process of creating Trello cards for new orders in BigCommerce using Pabbly Connect. By following these steps, you can streamline your order management, enhance team collaboration, and improve customer satisfaction. Automating tasks with Pabbly Connect simplifies workflows and saves valuable time.