How to Sync Trello Cards with MS Excel Automatically Using Pabbly Connect

Learn how to automate the process of syncing Trello cards with MS Excel using Pabbly Connect. Step-by-step guide to streamline your workflow. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To sync Trello cards with MS Excel automatically, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Start by visiting Pabbly.com/connect and signing up for a free account if you are a new user.

Once you are logged in, click on the blue ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, you might name it ‘Sync Trello Cards with MS Excel Automatically’. After naming, click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set Trello as the trigger application within Pabbly Connect. Select Trello as your trigger app and choose the event as ‘New Card’. This means that every time a new card is created in Trello, it will trigger the workflow.

• Choose ‘Add New Connection’ to link your Trello account.
• Input your Trello username, API key, and token key.
• Select the board and list from which you want to capture the card details.

After setting up the trigger, click on the ‘Save and Send Test Request’ button to ensure that the connection is successful and to capture the response from Trello.

3. Creating a Trello Card to Test the Integration

Now that the trigger is set, you need to create a new card in Trello to test if the integration works correctly through Pabbly Connect. Go to your Trello board and add a new card. For example, you might name the card ‘Find Popular Keywords for Google Sheets Automation’ and assign it to a team member.

Once you add the card, Pabbly Connect will automatically capture the details of this card. Make sure to include all relevant details such as the task description and due date. After creating the card, go back to Pabbly Connect to see if the details have been fetched successfully.

4. Fetching Card Details and Adding Delay

After the card is created, you need to fetch its details. This is where Pabbly Connect shines by allowing you to add a delay before fetching the card details. Click on the plus icon to add a delay step and set it for 5 minutes. This ensures that all card details are available before they are sent to MS Excel.

• Add a new action event to get card details using the card ID.
• Map the card ID from the previous step to fetch the details.
• Click on ‘Save and Send Test Request’ to retrieve the card details.

This step will ensure that you have all the necessary information about the card, which will be sent to MS Excel in the next step.

5. Adding Card Details to MS Excel

Finally, you will set MS Excel as the action application in Pabbly Connect. Choose the action event as ‘Add Row’ in your selected Excel workbook. Connect your Microsoft Excel account by providing the necessary permissions.

After the connection is established, select the workbook and worksheet where you want to add the Trello card details. Map the fields from Trello to the corresponding columns in Excel. This includes the card name, description, and due date.

Click on ‘Save and Send Test Request’ to add the details to your Excel sheet. You will see the data reflected in your workbook, confirming that the integration is successful. From now on, every time a new card is created in Trello, the details will sync automatically to MS Excel using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to sync Trello cards with MS Excel automatically using Pabbly Connect. By following the steps outlined, you can streamline your workflow and eliminate manual data entry, ensuring real-time updates between Trello and Excel.