How to Send SMS When Trello Card is Marked as Completed Using Pabbly Connect

Learn how to automate sending SMS notifications when a Trello card is marked as completed using Pabbly Connect. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send SMS notifications when a Trello card is marked as completed, you need to use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you don’t have an account, you can sign up for free, which allows you to explore 100 tasks monthly.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create and manage your workflows. Here, you will see options to create new workflows, which is essential for setting up the SMS notification process.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to automate SMS sending. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Send SMS When Trello Card is Marked as Completed’ and select the appropriate folder to save it.

• Click on the ‘Create’ button to initiate your workflow.
• You will see two main sections: Trigger and Action.
• Set the trigger application to Trello.

After setting the trigger, you will need to define the trigger event as ‘Card moved to a specific list’. This step is crucial for ensuring that the integration works seamlessly with Trello and Pabbly Connect.

3. Connecting Trello to Pabbly Connect

Next, you need to connect your Trello account to Pabbly Connect. Click on the ‘Connect’ button and select ‘Add New Connection’. You will be required to enter your Trello username, API key, and token to establish this connection.

To find your API key and token, log into your Trello account and navigate to the API settings. Copy your personal key and token, then paste them into the respective fields in Pabbly Connect. Once connected, select the board and list that will trigger the SMS notification.

• Choose the board where your tasks are located.
• Select the ‘Completed’ list for your trigger.

After mapping these details, click on ‘Save and Send Test Request’ to ensure the connection works properly. This step is essential for capturing the response from Trello.

4. Setting Up Filter Action in Pabbly Connect

To refine the data processed by Pabbly Connect, set up a filter action. This ensures that only relevant card movements trigger the SMS notifications. In the actions tab, select ‘Filter’ as your action event.

Configure the filter by selecting the label of action display translation key. Set the filter type to ‘Equal’ and define the value as ‘Action move card from list to list’. This setup will ensure that only the specific cards that are moved to the completed list will be processed.

Click on ‘Save and Send Test Request’ to validate the filter. Check that the condition is true to confirm the filter is working.

Once the filter is confirmed, you can proceed to add another action step to retrieve card details, which is necessary for sending the SMS.

5. Sending SMS Using Twilio through Pabbly Connect

In this final step, you will set up the action to send an SMS using Twilio. Select Twilio as your action application and choose ‘Send SMS Message’ as the action event. This step is crucial for notifying clients via SMS.

Connect your Twilio account by entering your Account SID and Authorization Token. These credentials can be found in your Twilio dashboard. Once connected, you will need to define the SMS body, which can include client details and a message confirming that their issue has been resolved.

Map the recipient’s phone number from the previous steps. Set the SMS body to include a personalized message. Click on ‘Save and Send Test Request’ to finalize the setup.

After completing this setup, you should receive a confirmation SMS whenever a Trello card is marked as completed. This demonstrates how effectively Pabbly Connect integrates Trello and Twilio for automated notifications.

Conclusion

By following this tutorial, you have successfully learned how to send SMS notifications when a Trello card is marked as completed using Pabbly Connect. This integration ensures that clients are promptly informed about task completions, enhancing communication and efficiency.