How to Send Trello Attachments through Gmail Using Pabbly Connect

Learn how to automate sending Trello attachments via Gmail using Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Trello and Gmail Integration

To begin the integration process using Pabbly Connect, first, access the Pabbly Connect dashboard. This tool allows you to automate interactions between Trello and Gmail seamlessly.

After signing up, log in to your Pabbly Connect account. Click on the ‘Create Workflow’ button to initiate a new integration. You can name your workflow according to your preference, such as ‘Trello to Gmail Integration.’ This setup will allow you to send Trello attachments via Gmail automatically.

2. Choosing Trello as the Trigger Application

In this step, you will define Trello as the trigger application in Pabbly Connect. Click on the trigger module and select Trello from the list of applications.

• Choose ‘New Card’ as the trigger event.
• Connect your Trello account by providing your username, API key, and token.
• Select the board and list where the new card will be created.

Once you have configured these settings, click on the ‘Save and Send Test Request’ button. This will ensure that Pabbly Connect is properly linked to your Trello account and ready to receive data.

3. Adding a Delay to Capture Card Details

To ensure that all details of the Trello card are captured, you will need to add a delay in Pabbly Connect. This allows you to fill in all necessary information in the card before sending it via Gmail.

• Select the ‘Delay’ module from Pabbly Connect.
• Set the delay duration to 5 minutes.
• Save the settings and continue.

This feature allows you to add all necessary details to your Trello card, such as attachments and descriptions, ensuring that the email sent later contains complete information.

4. Fetching Card Details from Trello

After the delay, you will set up another action in Pabbly Connect to fetch the card details. Select Trello again as the action application.

Choose the ‘Get a Card’ action event. You will need to connect using your saved connection and map the card ID received from the previous step. This will allow Pabbly Connect to retrieve all details, including attachments, from the newly created Trello card.

5. Sending the Email through Gmail

The final step involves configuring Gmail to send an email containing the Trello card details. In Pabbly Connect, select Gmail as the action application.

Choose ‘Send Email’ as the action event. Connect your Gmail account and authorize access. Map the recipient’s email address, subject, and email content with the details fetched from Trello.

Once you click on ‘Save and Send Test Request,’ an email will be sent automatically to the specified recipient, containing the Trello card details and attachments.

Conclusion

By following these steps, you can efficiently automate the process of sending Trello attachments through Gmail using Pabbly Connect. This integration saves time and enhances productivity by ensuring that all relevant information is shared automatically.