How to Create Trello Cards in Multiple Lists from Google Forms Using Pabbly Connect

Learn how to use Pabbly Connect to automate the creation of Trello cards in multiple lists based on Google Forms responses. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the creation of Trello cards, first, access Pabbly Connect. This platform will serve as the central hub for integrating various applications such as Google Forms and Trello.

Log into your Pabbly Connect account or create a free account if you haven’t done so. Once logged in, click on the blue ‘Create Workflow’ button. You will then be prompted to name your workflow, for instance, ‘Create Trello Cards from Google Forms Responses,’ and click on ‘Create’ to proceed.

2. Setting Up the Trigger Event with Google Forms

In this step, you will set up the trigger event in Pabbly Connect to capture responses from Google Forms. Select Google Forms as the application and choose ‘New Form Response’ as the trigger event.

After selecting the trigger, you will receive a webhook URL from Pabbly Connect. This URL is crucial as it connects Google Forms to Pabbly Connect. Copy this URL and navigate to your Google Forms spreadsheet. Add the Pabbly Connect WebEx add-on, then paste the webhook URL into the initial setup section of the add-on.

• Open Google Sheets connected to your Google Form.
• Access the add-ons menu and select Pabbly Connect WebEx.
• Paste the copied webhook URL into the setup section.

After setting this up, any new responses submitted through your Google Form will trigger the automation process in Pabbly Connect, ensuring that data is sent seamlessly.

3. Creating Trello Cards Based on Form Responses

Next, you will configure Pabbly Connect to create Trello cards based on the responses received from Google Forms. To do this, select Trello as the action application and choose ‘Create Card’ as the action event.

During the setup, you will need to connect your Trello account to Pabbly Connect. Provide your Trello username, API key, and token to establish this connection. After connecting, select the board where you want the cards to be created.

• Choose the correct board in Trello where the cards will be created.
• Map the form response fields to the Trello card fields.
• Test the action to ensure cards are created successfully.

Once the mapping is done and the test is successful, every new response in Google Forms will result in a new Trello card being created automatically.

4. Using Router in Pabbly Connect for Multiple Conditions

To handle different choices from your Google Forms, utilize the Router feature in Pabbly Connect. This allows you to create conditional workflows based on the form responses. Start by adding a Router step after your trigger.

Define conditions for each response option, such as Facebook, Email, or Website. For each condition, set the relevant action to create a Trello card in the appropriate list. For instance, if a user selects ‘via Facebook,’ the card should be created in the ‘Facebook Leads’ list.

Add Router steps for each response option. Specify the condition based on the response value. Map the corresponding Trello list for each condition.

This setup ensures that cards are directed to the correct Trello lists based on the user’s selections in the Google Form, making your workflow more efficient.

5. Finalizing and Testing Your Automation

After setting up all conditions and actions, it’s crucial to finalize and test your automation in Pabbly Connect. Ensure all steps are saved and configured correctly. Perform a test submission in your Google Form to see if the Trello cards are created as expected.

Check your Trello board to confirm that the cards appear in the correct lists based on the responses submitted. If everything works as planned, your automation is complete, and you can now automate the entire process without manual intervention.

By using Pabbly Connect, you have successfully set up a robust automation that streamlines the process of managing leads from Google Forms directly into Trello, enhancing productivity and organization.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Trello cards in multiple lists based on Google Forms responses. This integration allows for efficient lead management and saves time on manual tasks.