Integrate Google Drive with Trello Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Trello card creation from Google Drive files using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Getting Started with Pabbly Connect

To create Trello cards from new Google Drive files, you will first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Begin by visiting the Pabbly Connect website.

Once there, you can either sign up for a new account or log in if you already have one. After logging in, navigate to the dashboard where you can start creating your automation workflow.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that connects Google Drive and Trello using Pabbly Connect. Click on the ‘Create Workflow’ button on the dashboard. Name your workflow something descriptive, such as ‘New Google Drive Files to Trello Cards’.

• Click on the ‘Create’ button to initiate your workflow.
• You will see two sections: Trigger and Action.

For this workflow, the trigger will be a new file uploaded to Google Drive, and the action will be creating a new card in Trello. This automation allows you to keep your team updated without manual effort.

3. Setting Up Google Drive as the Trigger

To set up Google Drive as the trigger in Pabbly Connect, select Google Drive from the list of applications. Click on ‘Connect’ to establish a connection. Ensure that your Google Drive is open in a separate tab to facilitate this connection process.

After clicking ‘Connect’, choose ‘Add New Connection’ and sign in with your Google account. Allow the necessary permissions, and then click on ‘Save and Send Test Request’ to verify that Pabbly Connect can detect new file uploads.

4. Using Text Formatter to Prepare File Names

Once the trigger is set, the next step involves using the Text Formatter feature in Pabbly Connect to modify the file name. This step is crucial because Trello requires a simple text format without file extensions.

• Select ‘Text Formatter’ from the applications list.
• Choose the ‘Split Text’ option to separate the file name from its extension.

Map the original file name from the previous step and set the separator as a dot (.) to split the name correctly. This will provide you with a clean file name to use when creating the Trello card.

5. Finalizing the Trello Integration

The final step in this automation process is to set up Trello as the action application in Pabbly Connect. Select Trello from the applications list and choose the action event ‘Create a Card’. Connect your Trello account by entering the required credentials such as your API key and token.

Choose the appropriate board and list in Trello where the new card should be created. Map the name of the file obtained from the Text Formatter step to the card name, and add any additional details to the description field. Finally, click on ‘Save and Send Test Request’ to ensure everything is working correctly.

Conclusion

In this tutorial, we explored how to automate the creation of Trello cards from new files uploaded to Google Drive using Pabbly Connect. By integrating these applications, you can streamline your workflow and keep your team informed effortlessly. This process not only saves time but also enhances productivity by eliminating manual tasks.