Integrate Trello with Calendly Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Trello with Calendly using Pabbly Connect. This tutorial covers every step to automate your workflow seamlessly. 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. Setting Up Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. First, sign into your Pabbly account. If you are a new user, you can sign up for free and receive 100 tasks to get started.

Once logged in, click on Pabbly Connect from the dashboard. From here, select the Create Workflow button to begin setting up your integration workflow.

2. Creating a New Workflow in Pabbly Connect

Now that you are in Pabbly Connect, you can create a new workflow. Name your workflow something descriptive, such as ‘Create Trello Cards for New Calendly Invitee’. This name helps identify the purpose of your workflow later on.

• Select the folder where you want to save the workflow.
• Click on the Create button to finalize your workflow setup.

After creating the workflow, you will see the trigger and action setup window. The trigger will be Calendly, and the action will be Trello. This setup will allow you to automate the process of creating Trello cards whenever a new invitee is created in your Calendly account.

3. Setting Up the Trigger with Calendly

The next step is to set up the trigger application. In the trigger setup, search for and select Calendly as your trigger application. Then, choose the trigger event as New Invitee Created. This event will initiate the workflow whenever a new invitee is added.

To establish a connection between Pabbly Connect and Calendly, click on Connect. If you have an existing connection, you can use that, or create a new one by following the prompts. Make sure you have the Calendly Pro Plan to use this integration.

4. Configuring the Action with Trello

After setting up the trigger, it’s time to configure the action. In the action window, search for Trello and select it. Choose the action event as Create Card. This action will create a new card in Trello using the invitee details from Calendly.

• Connect Trello to Pabbly Connect by entering your API key and token.
• Select the board and list where you want to create the card.
• Map the relevant fields from the Calendly invitee details to the Trello card.

Once everything is set up, click Save and Send Test Request to verify that the integration works. If successful, a new card will be created in Trello with the invitee’s details.

5. Testing the Integration and Final Steps

After setting up the action, it is crucial to test the integration. Schedule a new event in Calendly and check if a corresponding card is created in Trello. This ensures that your workflow is functioning as intended. using Pabbly Connect

If the card appears in Trello with the correct details, your integration is complete and successful. Now, whenever a new invitee is created in Calendly, a card will automatically be generated in Trello, streamlining your workflow.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Trello with Calendly. By following the steps outlined, you can automate the creation of Trello cards for new invitees, enhancing your productivity and efficiency.