An automated workflow using zapier
Connects Trello + Coveo
Index new Trello cards in Coveo Cloud
About this workflow template
This automation scenario allows you to connect Trello and Coveo
It can be build using Zapier, a no-code workflow automation tool. Zapier 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
Trello and Coveo can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Trello
New Card in Trello
Triggers when a new card is added.
Then this action happens in Coveo
Add or Update Content in Coveo
Adds or update an item in a source of your Coveo Cloud organization.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Index new Trello cards in Coveo Cloud.
Part I
Configure Applications
First, we need to connect Trello and Coveo to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Trello to Zapier.
Give Zapier access to your Trello account, using Trello credentials.
Connect Coveo to Zapier.
Give Zapier access to your Coveo account, using Coveo 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 Trello
Choose the following trigger: New Card (Triggers when a new card is added.).
Then set up an Action for Coveo
Choose this action: Add or Update Content (Adds or update an item in a source of your Coveo Cloud organization.).
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 Trello and Coveo.
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 Index new Trello cards in Coveo Cloud!
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
Add or update content
Adds or update an item in a source of your Coveo Cloud organization.
actionbyzapierAdd or update an item
Adds an item to a push source by the source ID or updates an item if it exists.
actionbyintegromatDelete content
Deletes an item from your Coveo Cloud orgnization.
actionbyzapierFind document
Searches for items in your Coveo Cloud organization.
actionbyzapierFind help document
Searches for Coveo documentation from our help portal.
actionbyzapierDelete an item
Removes an item from a push source and optionally its children by the document ID.
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.
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.
