How to Create Trello Cards for New Microsoft Teams Channel Messages Using Pabbly Connect

Learn how to automate the creation of Trello cards from Microsoft Teams channel messages using Pabbly Connect. Step-by-step guide included. 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. Accessing Pabbly Connect for Microsoft Teams and Trello Integration

To create Trello cards from new Microsoft Teams channel messages, you first need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the products section to find Pabbly Connect.

Once on the Pabbly Connect page, sign up for a free account if you are a new user. This will allow you to create workflows and automate tasks without any coding knowledge. After signing up, log in to access the dashboard and begin creating your integration.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow, for instance, ‘Create Trello Cards for New Microsoft Teams Channel Messages.’ This name helps identify the workflow later.

• Click on ‘Create’ to proceed.
• Select Microsoft Teams as the application in the trigger window.
• Choose the trigger event as ‘New Channel Message.’

Once the application and trigger event are selected, click on the ‘Connect’ button. This will allow you to establish a connection between Microsoft Teams and Pabbly Connect, enabling the automation to function.

3. Connecting Microsoft Teams to Pabbly Connect

To connect Microsoft Teams to Pabbly Connect, click on ‘Add New Connection’ and then select ‘Connect with Microsoft Teams.’ You will be prompted to grant permissions for Pabbly Connect to access your Microsoft Teams account.

Once permissions are granted, you will see a list of your teams. Select the appropriate team and the specific channel where the messages will be monitored. This step is crucial to ensure that the workflow triggers correctly when a new message is posted.

4. Setting Up Trello Action in Pabbly Connect

After successfully connecting Microsoft Teams, the next step is to set up the action in Pabbly Connect for creating a Trello card. Click on the plus sign to add an action step and select Trello as the application.

• Choose the action event as ‘Create a Card.’
• Connect your Trello account by entering the API key and token.
• Select the board and list where the card will be created.

Map the necessary fields such as card name and description based on the data received from Microsoft Teams. This ensures that the Trello card contains relevant information from the channel message.

5. Testing and Saving Your Pabbly Connect Workflow

Once all fields are mapped, it’s time to test the workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to check if the Trello card is created successfully based on the channel message.

If the test is successful, you will see a new card created in your Trello board. Make sure to save your workflow to ensure it runs automatically in the future whenever a message is posted in the specified Microsoft Teams channel.

Conclusion

In this tutorial, we demonstrated how to create Trello cards from new Microsoft Teams channel messages using Pabbly Connect. This integration allows for seamless automation, improving productivity and organization. By following the steps outlined, you can easily set up your own workflows to streamline your processes.