Learn how to automate Trello card creation from Google Forms submissions using Pabbly Connect. Step-by-step guide to set up this integration seamlessly. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Google Forms and Trello Integration
To create a Trello card for a particular list upon Google Forms submission, we will use Pabbly Connect. Start by signing into your Pabbly Connect account to access the dashboard.
Click on the blue button labeled ‘Create Workflow’. Name your workflow something like ‘Create a Trello Card for Google Form Responses’. This will help you identify your automation later. After naming, click on the ‘Create’ button to proceed.
2. Selecting Google Forms as the Trigger Application
In this step, we will set Google Forms as our trigger application in Pabbly Connect. The trigger event will be ‘New Response Received’. This means that every time a Google Form is submitted, it will trigger the workflow.
- Select Google Forms from the trigger application options.
- Choose the event as New Response Received.
- Connect your Google account to Pabbly Connect.
Once connected, Pabbly Connect will generate a webhook URL. This URL will be used to send data from Google Forms to Pabbly Connect. Copy this URL as it will be needed for the next steps in the integration process.
3. Setting Up Google Sheets for Data Capture
After setting the trigger, the next step involves using Google Sheets to capture the responses from Google Forms. Each submission will automatically populate a new row in a Google Sheet linked to your form. This is crucial for Pabbly Connect to process the data. using Pabbly Connect
To ensure that the data is sent to Pabbly Connect, install the Pabbly Connect Webhooks add-on in Google Sheets. Once installed, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the webhook URL you copied earlier and specify the trigger column, which is typically the last updated column.
4. Configuring Trello as the Action Application
Now, we set Trello as the action application in Pabbly Connect. Choose the action event as ‘Create a Card’. This means that when a new response is received from Google Forms, a card will be created in Trello.
- Connect your Trello account by providing the API key and token.
- Select the board where you want to create the card, e.g., ‘New Leads’.
- Choose the specific list, such as ‘Contacted’ where the card should be added.
In the card creation setup, map the data fields from Google Forms to Trello, such as the student’s name, email, and date of birth. This mapping ensures that the correct information is displayed on the Trello card.
5. Testing and Finalizing the Integration
After configuring both the trigger and action applications in Pabbly Connect, it is essential to test the workflow. Submit a sample response through the Google Form and check if the data appears correctly in the Google Sheet.
Once confirmed, check Trello to see if a new card has been created in the specified list. If everything works as expected, activate the send-on event in Google Sheets to ensure that future submissions are automatically sent to Pabbly Connect.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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By following these steps, you’ve successfully set up an integration between Google Forms and Trello using Pabbly Connect. This automation will ensure that every form submission creates a corresponding Trello card, streamlining your workflow.
In conclusion, using Pabbly Connect allows for seamless integration between Google Forms and Trello, automating the card creation process effectively. This tutorial helps in setting up the workflow with specific steps and configurations for successful automation.