Learn how to integrate Google Forms with Trello using Pabbly Connect to automate card creation from form responses. Follow our detailed tutorial for seamless automation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin integrating Google Forms with Trello, first access Pabbly Connect. Simply open your browser and search for the Pabbly Connect landing page.
On the landing page, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click ‘Sign In’ to access their dashboard.
2. Creating a Workflow in Pabbly Connect
Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for it.
- Name your workflow appropriately, such as ‘Add Attachments to Trello Cards from Google Form Responses’.
- Select a folder to save your workflow, for example, ‘Automations’.
After naming and saving your workflow, you will enter the workflow window where you can set the trigger and action for the integration.
3. Setting Up the Trigger with Google Forms
In the workflow window, set the trigger application to Google Forms within Pabbly Connect. This will ensure that your workflow is activated when a new response is received.
Select the trigger event as ‘New Response Received’. After this, Pabbly Connect will generate a webhook URL that you will use to connect your Google Forms account.
- Copy the generated webhook URL.
- Open your Google Forms and navigate to the ‘Responses’ tab.
Once in Google Forms, link your form with Google Sheets to capture the responses efficiently. This step is crucial for the integration to work seamlessly.
4. Configuring Google Sheets for Pabbly Connect
In Google Sheets, go to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’ to add the Pabbly Connect Webhooks extension. This extension is necessary for linking Google Sheets with Pabbly Connect.
After installing the extension, refresh your spreadsheet. Then, go to ‘Extensions’ again, select ‘Pabbly Connect Webhooks’, and choose ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which is typically the last data column.
Select the correct sheet name from the dropdown. Set the trigger column as G (or your last data column).
Click on ‘Submit’ to finalize the setup. This will create a connection between Google Forms and Pabbly Connect successfully.
5. Creating a Trello Card from Google Form Responses
Next, return to your workflow in Pabbly Connect and set the action application to Trello. This will allow you to create a card in Trello based on the responses collected from Google Forms.
For the action event, select ‘Create Card’ and connect your Trello account by providing the required API key and token. Once connected, specify the board and list where the card should be created.
Map the project name and description from the Google Form responses to the Trello card. Set the due date and attach any uploaded documents to the card.
After setting up these details, click on ‘Save and Send Test Request’ to create a card in Trello. You can then verify in your Trello account that the card has been created successfully with all the mapped information.
Conclusion
Using Pabbly Connect to integrate Google Forms with Trello allows for efficient automation of task management. By following this guide, you can streamline your workflow and ensure that all client submissions are organized seamlessly.
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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