How to Use the Trello Integration

The Trello integration allows you to post a card on Trello every time a form is submitted. Note, to use this integration you first need to have a Trello account.

How it’s done:

Connect your Trello Account to Blitzen

Navigate to the ‘Integrations’ section in the left-side panel and click on the ‘Trello’ app.

Click ‘Connect’ in the right-side panel.

You will be directed to log in with your existing credentials and asked to give Blitzen permission to access the app. Don’t worry, we won’t mess with the stuff that’s already there!

Make sure that the app is on by moving the app slider to ‘On’

If, for any reason, you would like to disable this app, just move the slider to ‘Off’ or disconnect it all together (How to Disconnect App).

Create a Workflow with the Trello App

Navigate to the  ‘Workflow’ section in the left-side panel and create a new workflow (How to Create Workflow). You can also edit an existing workflow.

Choose a form or survey to work from  (How to Choose an Input).

input.png

Configure Trello

Drag the Trello App over into your workflow. This is called an output. Configure the app by clicking the ‘+’ icon.

From here you will see a number of options.

The default setting is to sync all submissions from the input form or survey. If that is not what you wish to do simply add filters. Click ‘Add custom filter’ and use the three fields to create a segment.

You are able to create any number of filters, just make sure they do not contradict each other. filters.png

To delete a filter simply click on the ‘x’ icon in the right corner. delete-filter.png

You will then be asked to choose the destination your files will sync to. 

First you must decide whose credentials to use. Then using the drop downs choose the 'Organization', 'Board', and 'List'.

Finally you must format how you wish the card to appear. In our example we use the first and last name as the title of the card and the email as the description. You can use any of the survey fields you have available to you from your survey.

The changes will autosave and now every time someone submits this form or survey a card will be generated in Trello like so:

When expanded it will look something like this:

Great Job!

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