Trello
Microsoft SharePoint
automateio

An automated workflow using automateio

Connects Trello + Microsoft SharePoint

Create a task in Microsoft SharePoint on a new card in Trello

About this workflow template

This automation scenario allows you to connect Trello and Microsoft SharePoint

It can be build using Automateio, a no-code workflow automation tool. Automateio 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.

Trello and Microsoft SharePoint can also be integrated using automation tools other than automateio:

Diagram

Create a task in Microsoft SharePoint on a new card in Trello
Workflow diagram: Trello + Microsoft SharePoint integration

How it works?

When this trigger fires in Trello

Trello

New Card in Trello

Triggers when a new Card is Created

Then this action happens in Microsoft SharePoint

Microsoft SharePoint

Add a Task in Microsoft SharePoint

Add a Task to a Bucket in Plan. Requires Admin Consent

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create a task in Microsoft SharePoint on a new card in Trello.

Part I

Configure Applications

First, we need to connect Trello and Microsoft SharePoint to Automateio.

  • Create Automateio account.

    Create Automateio account.

    Create Automateio account if you don't have one.

  • Connect Trello to Automateio.

    Connect Trello to Automateio.

    Give Automateio access to your Trello account, using Trello credentials.

  • Connect Microsoft SharePoint to Automateio.

    Connect Microsoft SharePoint to Automateio.

    Give Automateio access to your Microsoft SharePoint account, using Microsoft SharePoint credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.

  • Set up a Trigger action for Trello

    Set up a Trigger action for Trello

    Choose the following trigger: New Card (Triggers when a new Card is Created).

  • Then set up an Action for Microsoft SharePoint

    Then set up an Action for Microsoft SharePoint

    Choose this action: Add a Task (Add a Task to a Bucket in Plan. Requires Admin Consent).

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 Trello and Microsoft SharePoint.

  • 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 a task in Microsoft SharePoint on a new card in Trello!

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
  • Microsoft SharePoint

    Upload a file

    Uploads a new file to a specified site.

    integromatzapier
    actionbyintegromatzapier
  • Microsoft SharePoint

    Create list item

    Creates a new item on a list.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft SharePoint

    Create folder

    Create folder

    integratelyzapier
    actionbyintegratelyzapier
  • Microsoft SharePoint

    Send group email

    Send an email to a group for a site. Requires Admin Consent

    automateio
    actionbyautomateio
  • Microsoft SharePoint

    Download a file

    Downloads a file from a specified site.

    integromat
    actionbyintegromat
  • Microsoft SharePoint

    Add a task

    Add a Task to a Bucket in Plan. Requires Admin Consent

    automateio
    actionbyautomateio

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.

Automateio

Automateio

Automation Platforms

Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows

Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.