How to Modify Received Emails into Trello Cards Using Pabbly Connect

Learn how to automate the process of converting received emails into Trello cards using Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gmail and Trello Integration

To begin, access Pabbly Connect by signing up for a free account if you haven’t already. This platform allows you to automate the process of converting received emails into Trello cards seamlessly. Once signed up, log in to your Pabbly Connect dashboard to start creating your workflow.

Click on the ‘Create Workflow’ button to initiate a new automation. You will need to name your workflow appropriately, such as ‘Gmail to Trello Card Automation.’ This sets the stage for the integration process where you will define triggers and actions that will facilitate the automation.

2. Configuring the Email Parser in Pabbly Connect

In this step, you will configure the email parser within Pabbly Connect. The email parser will fetch incoming emails from your Gmail inbox. Select the Email Parser as your trigger event, which will allow you to capture the necessary details from the emails you receive.

• Copy the email parser’s address provided by Pabbly Connect.
• Go to your Gmail settings and add this address as a forwarding address.
• Verify the forwarding address by entering the confirmation code sent to your Gmail inbox.

After verification, ensure that your emails are now being forwarded to the email parser address. This setup will allow Pabbly Connect to capture real-time email data needed for creating Trello cards.

3. Filtering Emails to Create Trello Cards

Next, you will set up a filter to ensure that only relevant emails are converted into Trello cards. This is a crucial step in the automation process using Pabbly Connect. You want to create cards only from emails that contain specific keywords in their subject line.

In the filter configuration, set the condition to check if the subject contains the keyword ‘Trello card.’ This means that only emails with this keyword will trigger the creation of a card in Trello. After setting up the filter, test it to ensure it works correctly.

4. Creating Trello Cards from Filtered Emails

Once your filter is set up, the next step is to create Trello cards using Pabbly Connect. Select Trello as the action application and choose the ‘Create Card’ action event. You will need to connect your Trello account by providing your API key and token.

After establishing the connection, specify the board and list where you want the cards to be created. In this step, you can map the email subject to the card name, the body of the email as the description, and include any attachments as needed. This allows for a comprehensive Trello card that reflects the original email.

5. Testing and Finalizing the Integration

Finally, test your integration by sending a sample email that meets the filter criteria. Check your Trello board to see if the new card appears as expected. This test will confirm that Pabbly Connect is functioning correctly and that the automation is complete.

Once confirmed, your workflow is ready to run automatically. From now on, every time you receive an email with the specified subject, Pabbly Connect will automatically create a Trello card, enhancing your productivity without any manual effort.

Conclusion

Using Pabbly Connect, you can effortlessly automate the conversion of received emails into Trello cards. This integration not only saves time but also reduces errors associated with manual data entry. Start utilizing this powerful automation tool today!