How to Add Tag to ActiveCampaign Contact when Trello Card Move to a List Using Pabbly Connect

Learn how to automate adding tags to ActiveCampaign contacts when Trello cards are moved using Pabbly Connect. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Trello and ActiveCampaign, first access Pabbly Connect by visiting its homepage. Here, you will find options to sign in or sign up for free. If you’re a new user, click on the ‘Sign Up for Free’ button to create your account, which offers 100 free tasks monthly.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. This will lead you to the dashboard where you can manage your workflows. Click on ‘Create Workflow’ to initiate the automation process.

2. Creating a Workflow in Pabbly Connect

In this section, you will set up a workflow to tag ActiveCampaign contacts when Trello cards are moved. Name the workflow appropriately, like ‘Add Tag to ActiveCampaign Contact when Trello Card Move to a List’. Choose the folder where you want to save this workflow.

• Click on ‘Create’ to open the trigger and action setup.
• Select Trello as the trigger application.
• Choose the trigger event as ‘Card Move to List’.

By selecting Trello, you are telling Pabbly Connect to monitor any card movements. This will initiate the workflow when a specific card is moved to a designated list.

3. Connecting Trello to Pabbly Connect

To connect Trello with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. You will need to provide your Trello API key and username. Follow the on-screen instructions to retrieve your API key from the Trello Power-Up Admin Portal.

• Log into your Trello account and navigate to the Power-Up Admin Portal.
• Generate a new API key if necessary.
• Copy the API key and username back into Pabbly Connect.

Once connected, select the board and list from Trello where the cards will be monitored. This configuration is essential for ensuring that the right cards trigger the tagging process in ActiveCampaign.

4. Setting Up a Filter in Pabbly Connect

After establishing the connection, it’s crucial to set up a filter to ensure that only specific card movements trigger the workflow. This is done immediately after capturing the trigger response from Trello.

Use the ‘Filter’ action to define conditions based on the card movement. Set the filter type to ‘Equal to’ and input the specific list name as the value. Ensure the translation key from the trigger response is used dynamically.

This filter allows Pabbly Connect to continue the workflow only if the card moves to the specified list, thus preventing unnecessary actions for other movements.

5. Adding a Tag to ActiveCampaign Contact

Now that the filter is set, the next step is to add a tag to the relevant ActiveCampaign contact. First, you will need to search for the contact using their email, which can be extracted from the Trello card title. using Pabbly Connect

Select ActiveCampaign as the action application. Choose the action event as ‘Search Contact’. Map the extracted email address to the search field.

Once the contact is found, you can add the desired tag, like ‘Urgent’. Click on ‘Add Tag to Contact’ in ActiveCampaign, map the contact ID, and specify the tag. This finalizes the workflow, ensuring that whenever a Trello card is moved, the corresponding contact in ActiveCampaign gets tagged appropriately.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding tags to ActiveCampaign contacts based on Trello card movements. This integration streamlines your workflow, enhancing efficiency and organization.