Learn how to automate your BigCommerce orders by creating Trello cards using Pabbly Connect. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Automating BigCommerce and Trello
Pabbly Connect is an exceptional automation tool that allows users to integrate applications effortlessly. In this tutorial, we will use Pabbly Connect to automate the creation of Trello cards for each new order placed in BigCommerce. This process enhances workflow efficiency by ensuring that your team is updated on order statuses without manual input.
To begin, access your Pabbly Connect account. If you’re new, sign up for a free account to start automating your tasks. Once logged in, you’ll be directed to the dashboard, where you can create workflows that will connect BigCommerce and Trello seamlessly.
2. Creating a Workflow in Pabbly Connect
To set up the integration, we need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. You will be prompted to name your workflow and select a folder to save it. For this tutorial, name the workflow ‘Create Trello Cards for BigCommerce Orders’.
- Name the workflow appropriately.
- Select a folder for organization.
- Click the ‘Create’ button to finalize.
Once your workflow is created, you will see two sections: Trigger and Action. The Trigger section is where you define what event will start the automation, while the Action section specifies what will happen as a result.
3. Setting Up BigCommerce as the Trigger in Pabbly Connect
In this step, we will set BigCommerce as the trigger application in Pabbly Connect. Click on the trigger application option and select BigCommerce. Choose the event ‘New Order Created’ to capture new orders automatically.
Next, click on the ‘Connect’ button. You will need to provide your BigCommerce API credentials, including the Client ID, Access Token, and Store Hash Key. These credentials are necessary to connect your BigCommerce account to Pabbly Connect.
- Access your BigCommerce account settings.
- Create an API account to obtain the required credentials.
- Copy and paste the credentials into Pabbly Connect.
Once connected, test the setup by placing a test order in BigCommerce to ensure that Pabbly Connect captures the order details correctly.
4. Retrieving Order Details from BigCommerce
After setting up BigCommerce as a trigger, we now need to retrieve the order details using Pabbly Connect. Add an action step in your workflow and select BigCommerce again, this time choosing the action event ‘Get Order by ID’. This will allow you to fetch specific order details using the order ID received from the trigger.
Click on the ‘Connect’ button and select your existing connection. You will need to map the order ID from the previous step to ensure that you are retrieving the correct order details. Mapping allows Pabbly Connect to dynamically insert the order ID into the request.
Select the action event ‘Get Order by ID’. Map the order ID from the previous step. Test the action to confirm successful retrieval of order details.
Once you have successfully retrieved the order details, you can proceed to the next step of creating a Trello card.
5. Creating a Trello Card Using Pabbly Connect
The final step is to create a Trello card using the order details fetched from BigCommerce. In Pabbly Connect, add another action step and select Trello as the application. Choose the action event ‘Create Card’. This action will allow you to create a new card in your Trello board for every new order.
Connect your Trello account by providing the necessary API key and token. After establishing the connection, select the board and list where you want the card to be created. You can customize the card name and description by mapping the order details from the previous steps.
Select the appropriate Trello board and list. Map the order details for card name and description. Click ‘Save and Send Test Request’ to create the card.
After successfully creating the card, you can check your Trello account to see the new card reflecting the order details. This confirms that the integration between BigCommerce and Trello via Pabbly Connect is working seamlessly.
Conclusion
In this tutorial, we explored how to automate the process of creating Trello cards for new orders placed in BigCommerce using Pabbly Connect. This integration not only saves time but also enhances team communication and order tracking. By following these steps, you can streamline your workflow and improve overall efficiency in managing your online store.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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