Automate Trello Card Creation from Microsoft Outlook Emails Using Pabbly Connect

Learn how to automate Trello card creation from new Microsoft Outlook emails using Pabbly Connect. Follow this step-by-step tutorial to streamline your workflow. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect serves as a powerful automation tool that enables seamless integration between Microsoft Outlook and Trello. This tutorial will guide you through creating Trello cards automatically from new Microsoft Outlook emails.

To begin, access Pabbly Connect by visiting their website. If you are a new user, sign up for a free account, which includes free monthly tasks for testing automations. Existing users can log in to access the dashboard.

2. Setting Up Your Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the blue button labeled ‘Create Workflow’ to initiate the automation process. Name your workflow, such as ‘Auto-create Trello Cards from Microsoft Outlook Emails,’ and click ‘Create’.

Next, you will see two boxes labeled ‘Trigger’ and ‘Action.’ For this integration, select Microsoft Office 365 as the trigger application. Choose the trigger event as ‘New Email Received’ to ensure the workflow activates upon receiving a new email.

• Log in to your Microsoft Outlook account through Pabbly Connect.
• Authorize Pabbly Connect to access your Outlook emails.
• Click on ‘Save and Send Test Request’ to capture recent email details.

After completing these steps, you will have successfully connected Microsoft Outlook with Pabbly Connect and captured email details for further processing.

3. Connecting Trello to Pabbly Connect

To proceed, you will now connect Trello as the action application in your Pabbly Connect workflow. Search for Trello and select the action event ‘Create Card’ to set up the automation.

Enter your Trello username, API key, and token to connect Trello with Pabbly Connect. You can obtain the API key and token by following the instructions provided in the Trello interface.

• Copy the API key from Trello and paste it into Pabbly Connect.
• Generate a token by allowing access in Trello.
• Save the connection and select the desired Trello board for card creation.

By following these steps, you will have successfully integrated Trello with Pabbly Connect, enabling the automation of card creation from Outlook emails.

4. Mapping Email Data to Trello Cards

Once Trello is connected, you can map the email data to the Trello card fields. In the card creation setup, select the board and list where you want the cards to appear.

For the card name, use the subject line of the email, and for the card description, input the email content. This allows the Trello card to reflect the details of the incoming email accurately.

Choose the list named ‘Incoming Emails’ in Trello. Map the email subject to the card name field. Map the email body to the card description field.

After mapping the required fields, click on ‘Save and Send Test Request’ to create a test card in Trello. This step verifies that your automation is functioning correctly through Pabbly Connect.

5. Finalizing and Testing Your Automation

After successfully creating a test card, review your Trello board to confirm that the card appears as expected. This ensures that the automation from Microsoft Outlook to Trello via Pabbly Connect is working flawlessly.

To finalize your setup, consider adding filters in Pabbly Connect if you want to specify which emails trigger card creation based on certain criteria, such as keywords in the subject line. This allows for more refined automation.

Once you are satisfied with the setup, you can close Pabbly Connect and let the automation run in the background. Every time a new email arrives in your Outlook account, a corresponding Trello card will be created automatically.

Conclusion

Using Pabbly Connect, you can effortlessly automate the creation of Trello cards from new Microsoft Outlook emails. This integration streamlines your workflow, ensuring that no important email goes unnoticed.