Create Microsoft To Do Tasks from Trello Cards Using Pabbly Connect

Learn how to create Microsoft To Do tasks automatically when Trello cards are moved using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Create Automation

To create Microsoft To Do tasks automatically from Trello cards, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. This platform allows you to automate workflows without any coding skills.

Once logged in, navigate to your dashboard. Click on the ‘Create Workflow’ button to initiate the automation setup. Here, you can name your workflow, for example, ‘Trello to Microsoft To Do’. After naming, click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your automation. In Pabbly Connect, select Trello as your trigger application. This will allow Pabbly Connect to listen for specific events in Trello.

To configure the trigger, select the event ‘Card Moved to a Specific List’. You will then need to connect your Trello account by providing your API key and token. Follow these steps to connect:

• Log in to Trello and navigate to your profile to obtain the API key and token.
• Copy the API key and paste it into Pabbly Connect.
• Generate a token and paste it into Pabbly Connect as well.

After connecting Trello, select the board and list from which the cards will be moved. Click ‘Save’ to finalize the trigger setup.

3. Creating a Task in Microsoft To Do

Now that the trigger is set, it’s time to create a task in Microsoft To Do using Pabbly Connect. In the action step, select Microsoft To Do as your action application. Choose the event ‘Create a Task’ to proceed.

Connect your Microsoft To Do account by authorizing Pabbly Connect to access your tasks. Once connected, you will need to specify which task list to use and map the task details. For example, you can use the card name from Trello as the task title. Here’s how to map the data:

• Select the task list (e.g., ‘Tasks’) in Microsoft To Do.
• Map the card name to the task title field.
• Set additional details like notes and priority if needed.

Once all fields are set, click ‘Save and Send Test Request’ to create the task in Microsoft To Do. Verify that the task appears in your task list.

4. Applying Filters in Pabbly Connect

To ensure that tasks are only created under specific conditions, you can apply filters in Pabbly Connect. This step is crucial for refining your automation. After setting up the trigger and action, add a filter step.

In the filter settings, select the condition that checks if the card was moved from one list to another. This ensures that a task is created only when a card is moved from the designated list. Set the filter type to ‘Equals’ and specify the value that corresponds to the action of moving a card.

After configuring the filter, click ‘Save and Send Test Request’ to test if the filter works correctly. If the condition is true, the workflow will continue, and a task will be created in Microsoft To Do.

5. Finalizing Your Automation Setup

After successfully setting up the trigger, action, and filters in Pabbly Connect, finalize your automation. Click on the ‘Save’ button to ensure all configurations are stored. This automation will now run in the background.

In the future, whenever a card is moved from the specified list in Trello, a corresponding task will automatically be created in Microsoft To Do. You only need to set this up once, and it will work seamlessly.

Feel free to clone this workflow from the provided link in the description to start using this automation instantly. This integration will significantly enhance your productivity by automating task management between Trello and Microsoft To Do.

Conclusion

In this tutorial, we explored how to create Microsoft To Do tasks automatically when Trello cards are moved using Pabbly Connect. This integration streamlines your workflow, allowing for efficient task management without manual intervention.