How to Create Trello Card from Microsoft Outlook Event Using Pabbly Connect

Learn how to integrate Microsoft Outlook with Trello to create cards automatically using Pabbly Connect. Follow this detailed 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. Setting Up Pabbly Connect for Microsoft Outlook to Trello Integration

To create Trello cards from Microsoft Outlook events, you first need to set up Pabbly Connect. This platform facilitates the automation process between Microsoft Outlook and Trello. Start by opening a web browser and navigating to the Pabbly Connect website.

Once there, you will see options to sign in or sign up. If you don’t have an account, click on the ‘Sign up for free’ button to create an account, which takes only a couple of minutes. After signing up, you will receive 100 free tasks every month. If you already have an account, simply sign in to access your dashboard.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button to initiate the setup. Name your workflow something descriptive, like ‘Create Trello Card from Microsoft Outlook Event’. Select the folder where you want to save this workflow.

• Click on the ‘Create’ button to proceed.
• You will then see options for Trigger and Action. The Trigger is the event that starts the workflow, while Action is what happens as a result.
• For this integration, the Trigger will be a new event in Microsoft Outlook.

Now, select ‘Microsoft Office 365’ as your Trigger application. Choose the event ‘New Calendar Event’ to set this up. Click on the ‘Connect’ button to link your Microsoft Outlook account with Pabbly Connect.

3. Connecting Microsoft Outlook to Pabbly Connect

To connect Microsoft Outlook, click on ‘Add New Connection’ and follow the prompts to allow Pabbly Connect access to your Microsoft Office 365 account. You will need to accept the permissions requested to proceed.

Once connected, select the calendar from which you want to pull events. In this case, choose the calendar you typically use for scheduling meetings. This ensures that any new events added will trigger the workflow.

After selecting your calendar, you can test the connection by creating a new event in Microsoft Outlook. This event will serve as the basis for the Trello card you will create later. Make sure to save the event to finalize the test.

4. Creating a Trello Card from Outlook Event Details

With the trigger set, it’s time to set up the Action in Pabbly Connect. Search for Trello as your action application and select the action event ‘Create Card with Plain Text Description’.

• Click on ‘Connect’ to link Trello with Pabbly Connect.
• You will need to enter your Trello username, API key, and token to establish this connection.
• Follow the prompts to generate these credentials if you haven’t done so already.

Once connected, choose the Trello board and list where the card will be created. You can map the card name and description from the Outlook event details you received in the previous steps. This mapping allows for automatic updates in Trello whenever a new event is created in Outlook.

5. Finalizing the Integration and Testing

After mapping all necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will create a Trello card using the details from your Outlook event. You should receive a confirmation response indicating that the card was created successfully.

To verify, check your Trello board to see if the new card appears with the correct details. If everything is set up correctly, any new events created in Microsoft Outlook will automatically generate a corresponding Trello card, streamlining your workflow.

This automation saves time and ensures that all relevant information is captured without manual input. With Pabbly Connect, managing your sales events becomes a breeze.

Conclusion

In this tutorial, we explored how to create Trello cards from Microsoft Outlook events using Pabbly Connect. By following these steps, you can automate your workflow and enhance productivity through seamless integration.