How to Update Trello Card from Google Sheets Using Pabbly Connect

Learn how to update Trello cards automatically from Google Sheets using Pabbly Connect. This detailed tutorial walks you through each step of the integration process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Trello and Google Sheets Integration

To begin updating Trello cards from Google Sheets, you need to access Pabbly Connect. This platform allows seamless integration between various applications, including Google Sheets and Trello. Start by signing up for a free account on Pabbly Connect, which takes just a couple of minutes.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. You will then need to name your workflow, such as ‘Update Existing Trello Card Details from Google Sheets’. This sets the stage for automating your Trello updates through Pabbly Connect.

2. Setting Up Google Sheets Trigger in Pabbly Connect

In this section, we will set up the trigger for our automation. Select Google Sheets as the trigger application and choose the event ‘New or Updated Spreadsheet Row’. This event will initiate the workflow every time a new detail is updated in your Google Sheets.

• Copy the webhook URL provided by Pabbly Connect.
• Open Google Sheets, navigate to Extensions > Add-ons > Get Add-ons, and search for the Pabbly Connect Webhooks add-on.
• Install the add-on if you haven’t done so already.
• In the add-on, paste the copied webhook URL and set the trigger column to your final data column.

After setting this up, click on the ‘Send Test’ button in the add-on to ensure that the data is sent to Pabbly Connect. You should see a response indicating the connection is successful, which confirms that your Google Sheets integration is correctly set up.

3. Connecting Trello to Pabbly Connect

Next, we need to connect Trello to Pabbly Connect. Select Trello as the action application and choose the event ‘Search Card’. This will allow you to check if the Trello card already exists based on the email address used as the card name.

To establish this connection, you will need to provide your Trello username, API key, and token. Follow the on-screen instructions to generate these details from your Trello account. Once connected, map the email address from Google Sheets to the card name field in Trello.

• Input your Trello board name (e.g., ‘Leads’).
• Ensure to save your connection settings in Pabbly Connect.

This setup allows Pabbly Connect to check if the card exists, preparing the workflow for the next steps of updating the card details.

4. Updating Trello Card Details Automatically

With the card search successfully configured, we can now set up the action to update the Trello card. Select Trello again, but this time choose the ‘Update Card’ action. Use the existing connection you created earlier.

In this step, you will need to map the card ID and list ID from the previous response to ensure the correct card is updated. Also, add the new description, which includes the user’s name, phone number, and Instagram handle from Google Sheets. This ensures that all relevant information is updated in the Trello card.

Map the email address for the card name field. Combine the name, phone number, and Instagram handle in the description field.

Click ‘Save and Send Test Request’ to finalize the update. If successful, you will see the updated details reflected in the Trello card, demonstrating how Pabbly Connect facilitates this automation.

5. Implementing Filters for Conditional Automation

To enhance the automation process, we can add a filter step in Pabbly Connect. This filter will ensure that the update only occurs if the Trello card already exists. If the card ID isn’t found, the automation will stop, preventing unnecessary updates.

In the filter settings, select the card ID from the previous response as the condition. If the card ID exists, the automation will proceed; if not, it will halt. This step is crucial for maintaining accuracy in your Trello updates.

Set the filter condition to check for the card ID. Decide whether to create a new card if the existing one is not found.

This filtering capability of Pabbly Connect allows you to customize your automation further, ensuring that only valid updates are executed based on the presence of the Trello card.

Conclusion

In this tutorial, we explored how to update Trello cards automatically from Google Sheets using Pabbly Connect. By following the steps outlined, you can streamline your workflow and enhance productivity through automation. This integration allows for real-time updates, ensuring your Trello cards always reflect the latest information from your Google Sheets.