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:
When this trigger fires in Trello
Triggers when a new Card is Created
Then this action happens in Microsoft SharePoint
Add a Task to a Bucket in Plan. Requires Admin Consent
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
First, we need to connect Trello and Microsoft SharePoint to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect Trello to Automateio.
Give Automateio access to your Trello account, using Trello credentials.
Connect Microsoft SharePoint to Automateio.
Give Automateio access to your Microsoft SharePoint account, using Microsoft SharePoint credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
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
Choose this action: Add a Task (Add a Task to a Bucket in Plan. Requires Admin Consent).
Part III
Finally, we need to test this automation and publish it.
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 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!
Triggers when a new card is added.
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).
Triggers when there is activity in Trello.
Triggers when a label is added in a Trello card.
Triggers when a new card is added.
Triggers when you get a new notification in Trello.
Uploads a new file to a specified site.
Creates a new item on a list.
Create folder
Send an email to a group for a site. Requires Admin Consent
Downloads a file from a specified site.
Add a Task to a Bucket in Plan. Requires Admin Consent
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.
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.