Integrating Email and Trello with Pabbly Connect: A Step-by-Step Guide

Learn how to automate Trello card creation from Gmail emails using Pabbly Connect in this detailed tutorial. Follow the exact steps to streamline your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email to Trello Integration

To start using Pabbly Connect, open your browser and navigate to the Pabbly Connect landing page. If you are an existing user, click on the ‘Sign In’ button; otherwise, select ‘Sign Up for Free’ to create a new account. This platform allows users to automate tasks between applications without needing programming knowledge.

Once logged in, you will be directed to the dashboard. Here, you can see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to begin setting up your automation workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, name it ‘Create Trello Cards for Received Emails’. Choose a folder to save your workflow, such as ‘Automations’. using Pabbly Connect

• Name your workflow appropriately.
• Select a folder for organization.

After naming your workflow, click on ‘Create’. This will open the workflow window where you will set up the trigger and actions. In this case, the trigger will be the email received through Gmail, which will initiate the creation of a Trello card.

3. Setting Up the Email Trigger in Pabbly Connect

To set up the trigger, search for ‘Email Parser’ in the trigger application section. Select it, and for the trigger event, choose ‘New Email’. This setup allows Pabbly Connect to monitor your Gmail account for new incoming emails.

Next, you need to configure forwarding in your Gmail settings. Go to Gmail settings, then to ‘Forwarding and POP/IMAP’. Add the email address provided by Pabbly Connect to forward incoming emails. Complete the verification by clicking the confirmation link sent to your inbox.

4. Filtering Emails Before Creating Trello Cards

After setting up the trigger, the next step is to add a filter condition. This ensures that only relevant emails trigger the creation of Trello cards. Search for ‘Filter by Pabbly’ and select it as your action application. using Pabbly Connect

• Set the filter condition to check if the email subject contains specific keywords.
• Add multiple conditions using ‘or’ to include various keywords.

Click on ‘Save and Send Test Request’ to ensure the filter is set correctly. This step guarantees that only emails with subjects related to inquiries or requests will proceed to create Trello cards.

5. Creating Trello Cards with Pabbly Connect

In this final step, select Trello as the action application. Choose the action event as ‘Create Card’. You will be prompted to connect your Trello account to Pabbly Connect. If you haven’t connected it before, enter your Trello API key and token to authorize.

Once connected, select the board and list where you want to create the Trello card. For the card name, map the email subject received from the email trigger. Also, map the email content into the description field of the Trello card.

Click on ‘Save and Send Test Request’ to create the Trello card. You should see a success message indicating that the card was created. Check your Trello board to confirm that the new card appears with the correct details from the email.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Trello cards from Gmail emails. This integration streamlines your workflow and enhances productivity by ensuring no inquiries go unanswered. By following these steps, you can effectively manage your customer support requests with ease.