Process Street
Trello
zapier

An automated workflow using zapier

Connects Process Street + Trello

Create Trello cards for checked off tasks in Process Street

About this workflow template

This automation scenario allows you to connect Process Street and Trello

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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

Process Street and Trello can also be integrated using automation tools other than zapier:

Diagram

Create Trello cards for checked off tasks in Process Street
Workflow diagram: Process Street + Trello integration

How it works?

When this trigger fires in Process Street

Process Street

New Task Checked in Process Street

Triggers when a task is checked off in a workflow.

Then this action happens in Trello

Trello

Create Card in Trello

Adds a new card on a specific board and list.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Trello cards for checked off tasks in Process Street.

Part I

Configure Applications

First, we need to connect Process Street and Trello to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Process Street to Zapier.

    Connect Process Street to Zapier.

    Give Zapier access to your Process Street account, using Process Street credentials.

  • Connect Trello to Zapier.

    Connect Trello to Zapier.

    Give Zapier 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 Zapier.

  • Set up a Trigger action for Process Street

    Set up a Trigger action for Process Street

    Choose the following trigger: New Task Checked (Triggers when a task is checked off in a workflow.).

  • Then set up an Action for Trello

    Then set up an Action for Trello

    Choose this action: Create Card (Adds a new card on a specific board and list.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Process Street and Trello.

  • Test the workflow and turn it on for production use

    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 Trello cards for checked off tasks in Process Street!

Supported triggers and actions

  • Trello

    New card

    Triggers when a new card is added.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Trello

    Card 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).

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New activity

    Triggers when there is activity in Trello.

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New label added to card

    Triggers when a label is added in a Trello card.

    zapier
    triggerbyzapier
  • Trello

    Watch cards

    Triggers when a new card is added.

    integromat
    triggerbyintegromat
  • Trello

    New notification

    Triggers when you get a new notification in Trello.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • Process Street

    Run workflow

    Runs a workflow.

    zapierintegrately
    actionbyzapierintegrately
  • Process Street

    Update workflow run

    Update an existing workflow run.

    zapier
    actionbyzapier
  • Process Street

    Create data set record

    Adds a new record to a data set.

    zapier
    actionbyzapier
  • Process Street

    Create a workflow run

    Creates a new workflow run.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect
  • Process Street

    Find workflow run

    Search for a workflow run by ID, name, form fields, and other attributes.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Process Street

    Run workflow if it doesn't exist yet

    Creates a workflow run if none were found by the search.

    zapier
    actionbyzapier

Apps you need

Trello

Trello

Task Management

A team collaboration tool that lets you manage projects and tasks

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.