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

Learn how to automate SMS notifications when a Trello card is marked as completed using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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. Accessing Pabbly Connect for Integration

To send SMS notifications when a Trello card is marked as completed, you need to access Pabbly Connect. Start by opening a web browser and navigating to the Pabbly Connect website. If you don’t have an account, sign up for free, which takes just a couple of minutes.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard, where you can create new workflows and manage existing ones. You will see options to create a workflow specifically for your SMS notification task.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, creating a new workflow is crucial for automating your SMS notifications. Click on the ‘Create Workflow’ button and name your workflow something descriptive, like ‘Send SMS When Trello Card Marked as Completed’. You can also select a folder to save your workflow.

• Click on ‘Create’ to initiate the workflow.
• You will see two boxes: Trigger and Action.
• Set your Trigger application as Trello and Action application as Twilio.

This setup allows you to define what happens when a Trello card is marked as completed, initiating the SMS sending process through Pabbly Connect.

3. Setting Up the Trigger for Trello

To set up the trigger in Pabbly Connect, select Trello as your trigger application. The event you want to choose is ‘Card Move to a Specific List’. This will ensure that the SMS is sent whenever a card is moved to the completed list.

After selecting the trigger event, you need to connect Trello with Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’. Enter your Trello username, API key, and token. You can find the API key and token in your Trello account settings.

4. Adding Actions to Send SMS via Twilio

Once your trigger is set up, the next step in Pabbly Connect is to add an action using Twilio. Select Twilio as your action application and choose the ‘Send SMS Message’ action event. This allows you to send an SMS to the client once the Trello card is marked as completed.

• Input your Twilio Account SID and Authorization Token to connect Twilio with Pabbly Connect.
• Craft the SMS body, including details about the completed task.
• Map the recipient’s phone number retrieved from the Trello card details.

After configuring these settings, click on ‘Save and Send Test Request’ to ensure everything is working correctly. This step finalizes the SMS sending process through Pabbly Connect.

5. Testing the Integration Workflow

After setting up your workflow in Pabbly Connect, it’s essential to test the integration. Move a Trello card to the completed list to trigger the workflow. You should receive an SMS notification confirming the task completion.

Check the SMS received on the client’s phone to ensure it contains the correct information. If everything is set up correctly, the SMS will include a message indicating that the issue has been resolved and will provide client details as necessary.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send SMS notifications when a Trello card is marked as completed. By following the steps outlined, you can automate your workflow efficiently and ensure timely communication with your clients.