Are you looking for a way to create Trello cards for the new WooCommerce orders? If yes, then here in this article we will learn how to integrate Trello with WooCommerce.
But before moving forward, let’s understand why there is a need for integrating WooCommerce with Trello. We all know WooCommerce is the best e-commerce selling plugin for WordPress users. It is scalable and user friendly whereas Trello is a software used by business professionals to organize a plan, events, tasks, and much more. It enhances teamwork and ensures work done in a more efficient way.
By connecting Trello with WooCommerce, you can ensure all the orders gets a response in a definite timeframe. Also, you can keep a record of inquiries in a systematic way. Now, the dilemma we face is how to bind Trello with WooCommerce. We spend hours searching for the best automation tool that can connect both software.
But finding the right tool is not easy as pie, it requires a lot of effort and knowledge. Guess what! Not anymore. Here we have done all the heavy lifting for you and we are recommending one of the best automation tool named Pabbly Connect.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Pabbly Connect is one of the affordable business automation platforms that lets you integrate multiple applications in a matter of time without needing any technical skill. Using software one can create unlimited workflows, actions, triggers, and much more for seamless data transmission.
Not just this, it is the only software that doesn’t restrict on features like filters, path routers, and much more even in its free plan.
Here in this article, we will learn how to create Trello cards for new WooCommerce orders using an automation tool i.e Pabbly Connect.
So, let’s start the integration process.
Step 1: Sign up to Pabbly Connect
Start the process of connecting WooCommerce to Trello by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Next, either manually fill-up all the details or sign up using Gmail credentials.
Try Pabbly Connect for FREE
Next, after logging into the account, click on the “Access Now” button of Connect. Start the process of building a workflow for Trello-WooCommerce integrations by clicking on the “Create New Workflow” button. Further, add the name of workflow which in our case is “WooCommerce to Trello”. Nevertheless, you can always name the workflow according to your requirements. Further, after building a workflow, you have to choose the integration app to connect your Woocommerce account to Trello. Pabbly Connect lets you integrate or connect unlimited apps within minutes, click here to grab your access to unlimited workflows. The next step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option to create a board in Trello whenever a purchase happens in WooCommerce. The following step is to copy the webhook URL which is appearing on the dashboard. To create a Trello board whenever a new sale happens in WooCommerce, you gotta paste the copied Webhook URL in the software. For that, you have to log in to your WordPress account where you have installed your Woocommerce plugin. After successfully logging into your WordPress account, go to the “WooCommerce” section then there click on the “Settings” option. Further, when you click on “Settings”, it will open a tab with different options. Select the “Advanced” option. Next, when you click on “Webhooks”, it will open a new tab with a certain option. Just click on the “Add Webhook” option to paste the Webhook URL. Moreover, name the Webhook according to your need. Make sure that status should be “Active” and in the topic section, select “Order Created”. Then in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, click the “Save Webhook” button. Open the product checkout in a new tab and make a dummy purchase. Just fill all the details, hit the “Place Order” button. But before hitting the button, make sure to click “Capture Webhook Response” in the Pabbly Connect dashboard. As soon as you hit the “Place Order” button, the entry will appear on the “Pabbly Connect” dashboard. Simply click on the “Save” option. To make this WooCommerce Trello integration work, you have to choose the action for your trigger. Further, click on the “+” icon to add an action for your trigger. Here we are going to select “Trello” from the dropdown. Then, select the “Add New Card” option. Now, after making all the necessary changes, click on the “Connect with Trello” button. Further, it will ask for account authorization for which you have to fill certain details for which you have to log in to your Trello account. Further, to integrate Trello with WooCommerce, you need to fill details. Further, it will ask for “Bearer Token/API key/Username”, for which you have to log in to Trello account or click on the “here” link. As soon as you click on the “Here” link, it will open up the page with the API key, paste that key in the API Key section. For “Bearer Token”, click on the “Token” link as shown in the image. Now when you click on the “Token” link as shown in the image, it will redirect to another tab that has a username, simply keep that username in mind. Below on this page, you have to allow access by clicking on the “Allow” button. Now after allowing access it will open up the page with your token. Just copy it. Just fill all the details and hit the “Save” button. Further, select the list which in our case is “Featured Request”. Then add the name of the card from the dropdown. After making all the changes, save the setting and then “Send Test Request”. Lastly, when you check the Trello board, your entry will appear there. Now you know how to create a Trello board for new WooCommerce orders. This is a one-time process, after this every time when purchase happens, the customer’s details will get append in the Trello. Alright! Here at the end of this blog, we know how easy is to create Trello cards for new Woocommerce orders. With the help of a business automation tool, i.e Pabbly Connect one can bind unlimited applications in minutes. Just follow all the aforementioned steps and you’re all set. So, why wait anymore. Go and seize your deal by registering up for a free account.Step 2: Access Pabbly Connect
Step 3: WorkFlow for WooCommerce to Trello integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for WooCommerce & Trello Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting WooCommerce to Pabbly Connect
(a) Go to WooCommerce Settings
(b) Click on Advanced Option
(c) Click on Webhooks Option
(d) Add Webhook
(e) Make a Test Purchase
Step 6: Test the Response in Pabbly Connect Dashboard
Step 7: Setting Action for WooCommerce & Trello Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 8: Account Authorization
(a) Get your API Key & Bearer Token
(b) Copy API Key
(c) Copy Username
(d) Copy Bearer Token
(e) Paste Credentials in Pabbly Connect Dashboard
(f) Add Field Data
(g) Save and Send Test Request
Step 9: Check the Response
Conclusion –
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