An automated workflow using integromat
Connects Streak + Trello
Create Trello cards from new Streak boxes
About this workflow template
This automation scenario allows you to connect Streak and Trello
It can be build using Integromat, a no-code workflow automation tool. Integromat 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
Streak and Trello can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Streak
Watch Boxes in Streak
Triggers when a new event regarding boxes is occured.
Then these actions happen in Trello and Trello
Get a Box in Streak
Retrieves details for a selected box.
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 Trello cards from new Streak boxes.
Part I
Configure Applications
First, we need to connect Streak and Trello to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Streak to Make.com.
Give Make.com access to your Streak account, using Streak 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 Streak
Choose the following trigger: Watch Boxes (Triggers when a new event regarding boxes is occured.).
Then set up an Action for Streak
Choose this action: Get a Box (Retrieves details for a selected box.).
Then set up another 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 Streak 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 Trello cards from new Streak boxes!
Related Automation Templates
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 new box
Create a new box.
actionbyzapierpabbly-connectAdd contact to box
Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
actionbyzapierpabbly-connectEdit box
Edit fields, stage, assigned to, name and notes on an existing box.
actionbyzapierCreate a box
Creates a new box inside a selected pipeline.
actionbyintegromatGet a box
Retrieves details for a selected box.
actionbyintegromatCreate comment
Create a comment on a box.
actionbyzapierintegratelypabbly-connect
Apps you need
Streak is a flexible and comprehensive CRM and process management system that integrates directly into your Gmail inbox. Easily manage deals, collaborations and tasks all in one place, with additional features like email tracking to boost your productivity.
Streak alternatives
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.
