Integrating Trello with OneNote Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Trello with OneNote using Pabbly Connect. This guide covers all steps to add and track new Trello cards in OneNote effortlessly.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Trello with OneNote, first access Pabbly Connect. This platform allows seamless automation between various applications, including Trello and OneNote. Log into your Pabbly Connect account or create a new one if you haven’t already.

Once logged in, navigate to the dashboard where you can create a new workflow. This is where you will set up the integration between Trello and OneNote using Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

To create an effective workflow, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow, so choose something descriptive like ‘Trello to OneNote Integration’. This helps in identifying the workflow later.

• Click on the ‘Create’ button to initialize your workflow.
• Select Trello as the trigger application.
• Choose the trigger event, which is ‘New Card’ in this case.

After setting the trigger, you will need to connect your Trello account to Pabbly Connect. This involves authorizing Pabbly Connect to access your Trello boards. Follow the prompts to complete the authorization process.

3. Setting Up OneNote as the Action Application

Once Trello is set up, the next step is to configure OneNote as the action application in Pabbly Connect. Click on the ‘Add Action’ section and select OneNote from the list of applications. This is where you will define what happens when a new Trello card is created.

• Choose the action event as ‘Create Page’.
• Connect your OneNote account by following the authorization steps.
• Map the Trello card fields to the corresponding OneNote fields.

This mapping ensures that each new Trello card is accurately represented in OneNote, allowing for efficient tracking and management of tasks.

4. Testing the Integration with Pabbly Connect

After setting up the workflow, it’s crucial to test the integration to ensure everything works as intended. In Pabbly Connect, you can perform a test by creating a new card in Trello. This will trigger the workflow and send data to OneNote.

Check OneNote to confirm that the new page has been created successfully with the details from the Trello card. If the test is successful, you can finalize the workflow. If not, revisit your mappings and connections to troubleshoot any issues.

5. Activating the Workflow in Pabbly Connect

Once you have tested the integration and are satisfied with the results, it’s time to activate your workflow in Pabbly Connect. Click the ‘Save’ button to ensure your settings are stored, and then turn on the workflow.

With the workflow activated, every time a new card is added in Trello, it will automatically be tracked in OneNote. This automation saves time and keeps your notes organized without manual intervention.

Conclusion

Integrating Trello with OneNote using Pabbly Connect streamlines your workflow by automating the process of tracking new Trello cards. By following these steps, you can enhance productivity and ensure that all important tasks are captured in OneNote effortlessly.