How to Get WhatsApp Messages When a New Trello Card is Added Using Pabbly Connect

Learn how to use Pabbly Connect to send WhatsApp messages whenever a new card is added in Trello. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Trello and WhatsApp Integration

To get started with sending WhatsApp messages when a new card is added in Trello, you need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page where you can either sign in or sign up.

Once logged in, you will be directed to the applications page. Click on the option to access Pabbly Connect and you will arrive at the dashboard. Here, you will see a button labeled ‘Create Workflow’. Click on it to proceed with setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow that will trigger WhatsApp messages when a new Trello card is created. After clicking ‘Create Workflow’, a dialog box will prompt you to name your workflow. Name it ‘Send WhatsApp Messages When a New Card is Added in Trello’ and click ‘Create’.

• Select Trello as the trigger application.
• Choose the trigger event as ‘New Card’.
• Click on ‘Connect’ to establish a connection with your Trello account.

This step is essential to ensure that Pabbly Connect can receive updates from Trello. After connecting, you will need to select the specific board and list from which the new card will be triggered.

3. Connecting Trello to Pabbly Connect

After setting up the workflow, you must connect your Trello account to Pabbly Connect. You will need your Trello API key, token, and username. Log into your Trello account to retrieve these credentials. Once you have them, paste the API key into the designated field in Pabbly Connect.

Next, click on the token hyperlink to get your token and username. After copying these into their respective fields in Pabbly Connect, click on ‘Save’. This connection will enable Pabbly Connect to fetch new card details from Trello whenever they are created.

4. Testing the Integration with Trello

To test the integration, create a new card in Trello under the specified board and list. For example, create a card titled ‘Demo Card’. After filling in the details and saving the card, return to Pabbly Connect and click ‘Save and Send Test Request’. This action captures the response from Trello.

• Ensure you select the correct board and list where the new card is created.
• Check for the API response to confirm that the details of the card have been received.

This step is crucial as it confirms that the integration is working correctly and that Pabbly Connect can retrieve the necessary data from Trello.

5. Sending WhatsApp Messages via Pabbly Connect

Now that you have tested the integration, the next step is to send a WhatsApp message using the details from the new Trello card. Choose the application that facilitates sending WhatsApp messages, which in this case is Interact. Select the action event as ‘Send WhatsApp Template Message’.

Connect your Interact account to Pabbly Connect by entering your secret key. After establishing the connection, you will need to set up the message details including the phone number and template code. Map the card details such as the name, description, and due date to the message body.

Once everything is set up, click ‘Save and Send Test Request’ to send the WhatsApp message. Verify on your WhatsApp to ensure the message has been received successfully, confirming that the integration works as intended.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to send WhatsApp messages whenever a new card is created in Trello. By following these steps, you can automate notifications and streamline communication effectively.