How to Save New Trello Cards to Excel Rows Using Pabbly Connect

Learn how to integrate Trello with Excel using Pabbly Connect to save new Trello cards as rows in Excel. Follow this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Trello and Excel Integration

To save new Trello cards to Excel rows, you’ll need to access Pabbly Connect. Start by signing in to your Pabbly Connect account. If you don’t have an account, you can sign up for free and get some free tasks.

Once logged in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can create your workflow. Click on ‘Create Workflow’ to start the integration process.

2. Creating the Workflow in Pabbly Connect

In this section, you will create a new workflow named ‘Trello Cards to Excel’. This name helps identify your integration easily. After naming your workflow, you will see two options: ‘Trigger’ and ‘Action’.

• Select Trello as your trigger application.
• Choose the event as ‘New Card’ to trigger the action whenever a new card is added.

After setting up the trigger, you will connect Trello to Pabbly Connect by clicking on ‘Connect’ and entering your Trello API key and token. This step is crucial for linking your Trello account with Pabbly Connect.

3. Connecting Trello to Pabbly Connect

To connect Trello with Pabbly Connect, you need to enter your Trello username, API key, and token. Log into your Trello account to find these credentials. Go to the API key section to copy your API key, then generate a token.

Once you have these details, paste them into the connection fields in Pabbly Connect. After saving, test the connection to ensure it’s successful. You will see your Trello board and list names displayed, confirming the connection is established.

4. Mapping Trello Data to Excel in Pabbly Connect

Now that Trello is connected, you will set Microsoft Excel as your action application. The action event will be ‘Add Row’ to insert new rows in your Excel sheet whenever a new Trello card is created. using Pabbly Connect

• Select the correct workbook and sheet in Excel where you want the data to be added.
• Map the Trello data to the corresponding Excel columns.

For example, map the board name to Column A, the task to Column B, and the creator’s name to Column C. This mapping ensures that each new Trello card’s details are accurately reflected in your Excel sheet.

5. Finalizing the Integration and Testing

After mapping the data, it’s time to save your workflow in Pabbly Connect. This ensures that the integration will continue working automatically. You can now test the integration by creating a new Trello card.

For instance, add a card titled ‘Independence Day Plan’ to your Trello board and check your Excel sheet. If everything is set up correctly, you should see a new row added with the board name, task, and creator’s information. This confirms that your integration is functioning as intended.

Conclusion

In this tutorial, we learned how to save new Trello cards to Excel rows using Pabbly Connect. By following the steps outlined, you can automate the process of transferring data from Trello to Excel, making task management more efficient.