Learn how to integrate Jotform and Trello to automatically add attachments using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Jotform and Trello Integration
Pabbly Connect is the central platform that allows you to integrate Jotform and Trello seamlessly. In this tutorial, we will show you how to automatically add attachments in Trello cards when there is a submission on Jotform. This integration will save you time and streamline your workflow. using Pabbly Connect
To get started, log into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks every month. Once logged in, you will access the dashboard where you can create a new workflow.
2. Creating a New Workflow in Pabbly Connect
To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of your dashboard. This action will open a dialog box where you can name your workflow. using Pabbly Connect
- Name your workflow as ‘Add Attachment in Trello Card on Jotform Submission’.
- Select the folder where you want to save this workflow, for instance, ‘Jotform to Trello’.
After naming your workflow and selecting the folder, click on the ‘Create’ button. You will then be directed to a new window where you can set up your trigger and action applications.
3. Setting Up Trigger and Action Applications
In Pabbly Connect, you will be using a trigger and action for your integration. The trigger application will be Jotform, and the action application will be Trello. Start by selecting Jotform as your trigger application and setting the trigger event to ‘New Response’. using Pabbly Connect
Next, select Trello as your action application. For the first action, choose ‘Create Card’ as the action event. This setup ensures that every time a new form is submitted in Jotform, a new card will be created in Trello.
4. Configuring Jotform Integration with Pabbly Connect
To establish the connection between Jotform and Pabbly Connect, you will need to copy the webhook URL provided in the trigger window. This URL acts as a bridge between the two applications. using Pabbly Connect
In Jotform, go to the settings of your form and select the ‘Integrations’ tab. Search for ‘Webhook’ and paste the copied URL in the designated field. Once you save the integration, you will see a message indicating that the integration is ready.
5. Creating Trello Card with Attachment from Jotform Submission
After setting up the webhook, test the integration by submitting a form in Jotform. Fill in the required fields and upload a PDF file as an attachment. Once you submit the form, Pabbly Connect will capture the response and display the details in the dashboard. using Pabbly Connect
Now, go back to Pabbly Connect and create a new action by selecting Trello again. This time, choose ‘Create Attachment on Card’ as the action event. Use the mapping feature to ensure that the attachment from Jotform is linked to the correct Trello card.
After configuring the attachment settings, click on ‘Save’ and test the request. You should see the attachment added to the Trello card successfully. This automation will now run seamlessly, adding new attachments to Trello cards with each Jotform submission.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding attachments to Trello cards based on Jotform submissions. This integration not only saves time but also enhances productivity by ensuring that all relevant documents are organized in Trello.
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