An automated workflow using integromat
Connects Chatforma + Trello
Create card in Trello for new input from Chatforma
About this workflow template
This automation scenario allows you to connect Chatforma and Trello
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Chatforma and Trello can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Chatforma
Watch New User Input in Chatforma
Triggers when new user input is found.
Then this action happens in Trello
Create a Card in Trello
Creates a new card.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create card in Trello for new input from Chatforma.
Part I
Configure Applications
First, we need to connect Chatforma and Trello to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Chatforma to Make.com.
Give Make.com access to your Chatforma account, using Chatforma credentials.
Connect Trello to Make.com.
Give Make.com access to your Trello account, using Trello credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Chatforma
Choose the following trigger: Watch New User Input (Triggers when new user input is found.).
Then set up an Action for Trello
Choose this action: Create a Card (Creates a new card.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Chatforma and Trello.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create card in Trello for new input from Chatforma!
Supported triggers and actions
New card
Triggers when a new card is added.
triggerbyzapierautomateiopabbly-connectCard moved to list
Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).
triggerbyzapierautomateioNew activity
Triggers when there is activity in Trello.
triggerbyzapierautomateioNew label added to card
Triggers when a label is added in a Trello card.
triggerbyzapierWatch cards
Triggers when a new card is added.
triggerbyintegromatNew notification
Triggers when you get a new notification in Trello.
triggerbyzapierautomateiopipedream
Create broadcast
Creates a new broadcast for specified users segment.
actionbyzapierAdd a user to a segment
Adds a specified user to a segment.
actionbyintegromatintegratelyCreate broadcast for specific user
Creates broadcast for specific users by user id.
actionbyzapierDelete a user from a segment
Deletes a specified user from a segment.
actionbyintegromatMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatSend a message to a dialog
Sends a message to a dialog.
actionbyintegromat
Apps you need
Trello is an easy-to-use collaboration tool that helps you organize your projects, no matter the size. With boards, lists, and cards, you can prioritize tasks and stay on top of everything from the big picture to the smallest details. Connect with your team in real-time and integrate with other key tools for seamless cross-team collaboration.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
