How to Create Trello Cards from Received Emails Using Pabbly Connect

Learn how to automate Trello card creation from received emails using Pabbly Connect in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email to Trello Integration

In this section, we will explore how to access Pabbly Connect to set up an integration that creates Trello cards from received emails. Start by navigating to the Pabbly Connect landing page by searching for Pabbly.com/connect in your browser.

Upon reaching the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to get started. Existing users should click on ‘Sign in’ to access their accounts. Once logged in, select the option to access Pabbly Connect from the dashboard.

2. Creating a Workflow in Pabbly Connect

To initiate the workflow, click on the ‘Create Workflow’ button. You will then be prompted to name your workflow and select a folder for organization. Name your workflow something descriptive, like ‘Trello Card Creation from Gmail’ and choose a suitable folder.

• Click on ‘Create’ to proceed.
• This opens the workflow window where you can set triggers and actions.

In this window, you will need to define a trigger, which will be the event that starts the workflow. For this integration, select ‘Email Parser’ as the trigger application and choose ‘New Email’ as the trigger event. This setup allows Pabbly Connect to capture incoming email details automatically.

3. Setting Up Email Forwarding for Gmail

Next, we need to set up email forwarding from Gmail to Pabbly Connect. Go to your Gmail settings and navigate to the ‘Forwarding and POP/IMAP’ tab. Here, you will add the forwarding email address that Pabbly Connect provides.

• Click on ‘Add a forwarding address’ and paste the email copied from your Pabbly workflow.
• Follow the verification steps to confirm the forwarding address.

Once verified, return to Pabbly Connect and click on ‘Capture Response’ to ensure that your workflow is receiving the emails correctly. This is crucial as it allows Pabbly to process the emails and create Trello cards based on their content.

4. Adding Filter Conditions in Pabbly Connect

Now that you have set up email forwarding, it’s time to add filter conditions to your workflow. This step ensures that only relevant emails trigger card creation in Trello. In Pabbly Connect, add a new action step and select ‘Filter’ as the application.

Set the filter condition to check if the email subject contains keywords like ‘request’, ‘inquiry’, or ‘query’. If the condition is met, the workflow will proceed to create a Trello card.

After setting the filter, save the conditions and proceed to the next action step, where you will select Trello as the application to create a new card. This is where Pabbly Connect really shines, allowing you to automate your workflow seamlessly.

5. Creating Trello Cards Using Pabbly Connect

The final step in this automation is to create Trello cards based on the emails received. In your workflow, select Trello as the action application and choose ‘Create Card’ as the action event. You will need to connect your Trello account to Pabbly Connect by entering your API key and token.

Once connected, specify the board and list where the new cards should be created. Map the card name to the email subject and the description to the email body. This dynamic mapping ensures that every new card reflects the details of the incoming email accurately.

After completing the setup, test the workflow by sending a new email. If everything is set up correctly, a new Trello card will be created automatically, showcasing the power of Pabbly Connect in streamlining your email management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Trello cards from received emails. By following the step-by-step process, you can enhance your workflow efficiency and ensure that all inquiries are systematically addressed. Start using Pabbly Connect to transform your email management today!