Integrate Google Docs and Trello Using Pabbly Connect: A Step-by-Step Guide

Learn how to create Trello cards from new Google Docs documents using Pabbly Connect. This detailed tutorial covers the integration process step-by-step. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Docs and Trello Integration

To start using Pabbly Connect for integrating Google Docs and Trello, access the Pabbly website. If you don’t have an account, sign up for free. Existing users can simply sign in using their Google account.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow.’ Name your workflow appropriately, such as ‘Google Docs to Trello Integration,’ and click on ‘Create’ to proceed.

2. Setting Up the Trigger Application in Pabbly Connect

In this step, you will set Google Docs as the trigger application in Pabbly Connect. Choose Google Docs from the list of applications and select the trigger event as ‘New Document.’ Ensure you have a document ready in Google Docs for the integration.

• Select ‘New Document’ as the trigger event.
• Connect your Google account by clicking on ‘Connect’ and then ‘Add New Connection.’
• Authorize Pabbly Connect to access your Google Docs.

After connecting, ensure that the document’s sharing settings allow access for Trello users. Click ‘Save and Send Test Request’ to capture the document’s information, including its name and URL.

3. Managing Workflow Delays in Pabbly Connect

In this section, you can manage the workflow delay using Pabbly Connect. After setting up the trigger, you might want to add a delay before the action takes place. This is useful if you need time to finalize your Google Doc.

• Choose the action application as ‘Delay’ from the options.
• Set the delay time as needed, for example, 30 minutes.
• Click ‘Save and Send Test Request’ to confirm the delay.

Once the delay is set, you can proceed to the next step of connecting Trello as your action application. If you decide not to use a delay, you can skip this step.

4. Connecting Trello as the Action Application

Now, you will set Trello as the action application in Pabbly Connect. Select Trello from the application list and choose the action event as ‘Create Card.’ You will need to connect your Trello account by providing the required API key and token.

To obtain the API key, log into your Trello account, navigate to the API Keys page, and copy your personal key. Paste it into Pabbly Connect. Next, generate a token by following the prompts and paste it into the appropriate field.

Choose the correct board and list where the Trello card will be created. Map the document name and URL from the previous steps. Click ‘Save and Send Test Request’ to create the card in Trello.

Check your Trello board to confirm that the card has been created successfully with the correct details from your Google Doc.

5. Finalizing the Integration and Testing the Workflow

After setting up everything in Pabbly Connect, save your workflow. It’s crucial to test the entire integration to ensure that new Google Docs automatically create Trello cards as intended.

To test, create a new document in Google Docs and observe if a card is generated in Trello. Check that the card includes the document’s name, creation time, and a link to access the document.

If everything works smoothly, you have successfully integrated Google Docs with Trello using Pabbly Connect. You can now automate this process for future documents.

Conclusion

This tutorial demonstrated how to effectively integrate Google Docs and Trello using Pabbly Connect. By following the outlined steps, you can automate the creation of Trello cards from new Google Docs documents, streamlining your workflow and enhancing productivity.