Automate Trello Cards from Slack with Pabbly Connect

Learn how to automate Trello card creation from Slack messages using Pabbly Connect. Follow this step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Slack and Trello Integration

To automate Trello card creation from Slack messages, start by accessing Pabbly Connect. This powerful integration platform allows seamless connections between various applications.

Sign up for a free account on the Pabbly Connect website. After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. Name your workflow appropriately, for example, ‘Slack to Trello,’ and proceed to create it.

2. Selecting Slack as the Trigger Application

In this step, you will choose Slack as your trigger application within Pabbly Connect. This is essential because the automation process starts with a new message in Slack.

• Search for and select ‘Slack’ as your trigger application.
• Choose the event ‘New Message in Channel’ to initiate the workflow.
• Click on the connect button and select ‘Add New Connection’ to connect your Slack account.

Upon connecting, you will be prompted to choose the token type. Opt for the ‘User’ token, as it provides the necessary permissions. Once connected, select the specific Slack channel where the messages will be monitored.

3. Applying Filter Conditions for Specific Messages

To ensure that only relevant messages trigger the Trello card creation, you will apply a filter in Pabbly Connect. This step allows you to define conditions for which messages should result in card creation.

In the action step after selecting your trigger, choose the ‘Filter’ option. Set the condition to check if the message text contains specific keywords, such as ‘new task.’ This way, only messages that meet this criterion will proceed to create a Trello card.

• Select the text label from the Slack message response.
• Choose the filter type as ‘Contains’ and input the keyword ‘new task’.

After setting the filter, test it to ensure the condition is true. If it is, the workflow will proceed to create a card in Trello.

4. Setting Up Trello Card Creation Action

Now that you have your trigger and filter set up, it’s time to configure the action for creating a Trello card using Pabbly Connect. This step is crucial as it defines how the new card will appear in Trello.

Select ‘Trello’ as your action application and choose the action event ‘Create Card’. Connect your Trello account by entering your username, API key, and token, which you can find in your Trello profile settings.

Choose the specific Trello board where the card should be created. Select the list within the board for the card placement. Map the description field to include the Slack message text.

After filling in the required fields, click on ‘Save and Send Test Request’ to verify that the Trello card is created successfully. You should see the new card appear in your Trello list.

5. Conclusion: Automating Your Workflow with Pabbly Connect

By following these steps, you have successfully set up an automation workflow using Pabbly Connect to create Trello cards from Slack messages. This integration significantly streamlines your project management tasks.

With Pabbly Connect, you can automate repetitive tasks, ensuring that important messages are transformed into actionable Trello cards without manual effort. This not only saves time but also enhances productivity across your team.

Start using this powerful automation today to improve your workflow efficiency and keep your projects organized effortlessly.