Are you searching for a way to automatically send a Slack notification whenever a new card is created on Trello?
Well, if your answer is yes then follow this blog for the easiest procedure. As I’m going to walk you through the step by step process that doesn’t even require any coding. You must be aware that there is no direct integration between these two tools namely Slack and Trello. So, we’ll be using Pabbly Connect to establish a connection in between for this particular automation.
Pabbly Connect is automation software that enables integrating multiple applications to automate manual & repetitive tasks in real-time.
Most importantly, you only have to complete this procedure once and the created workflow will take care of the rest afterwards.
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 offers 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
But, before heading directly onto the procedure, first, let’s get to know a little about the services that are involved. Slack is a business communication platform. Whereas, Trello is a project management software that organizes your projects into boards.
After setting up this workflow a notification will be send on the communication platform i.e, Slack whenever there is a new card entry on Trello.
Additionally, check out the video tutorial below for this particular integration.
Also, we have attached a template for this integration to help you get started quickly. Just click on the image given below. Moreover, you can visit the Marketplace to look for numerous other integrations & apps.
So, buckle up as we’re going to discover the Slack and Trello integration.
Step 1: Sign up to Pabbly Connect
Begin the procedure to send Slack notifications on new cards in Trello by visiting the Pabbly Connect website. On the home page, click on the ‘Sign-Up Free‘ button available. Next, either enter your existing Gmail credentials or simply fill up the signup form to register.
Step 2: Access Pabbly Connect
After that, click on the ‘Access Now’ button of the software ‘Connect’ (as shown in the above image) among the various Pabbly applications.
Step 3: Workflow for Trello and Slack Integration
(a) Start with a New Workflow
Further, start creating a workflow for the integration & to do this click the ‘Create Workflow’ button.
(b) Name the Workflow
Now, name the workflow as per the integration or use-case (for instance: Trello to Slack etc). Finally, click on the ‘Create’ button available.
Step 4: Setting Trigger for Trello to Slack Integration
To automatically send a notification on your communication platform, you’ll need to set-up a trigger on the new Trello card entry and its respective action to send Slack notifications on new cards in Trello using Pabbly Connect.
(a) Select Application you want to integrate
After naming your workflow, a page will open up carrying the trigger window settings.
Pick the ‘Trello’ app from the ‘Choose App’ drop-down choices.
(b) Select Event & Connect with Trello
Select the event as ‘New Card’ & then click on the ‘Connect with Trello’ button.
Step 5: Connecting Trello to Pabbly Connect
The system is asking for a Trello account username and API key and token. So, sign in to your Trello account to fill the necessary field details.
(a) Login to Your Trello Account
After successfully signing into your Trello account, click on the profile icon available on the top right corner of the page. Afterwards, select the ‘Profile and Visibility’ option from the menu.
A page will open up containing your Trello username. Simply select and copy this username.
(b) Paste the Username
Now, paste the copied Trello username in the Pabbly Connect trigger connection window.
(c) For API Key & Token Click the ‘here’ Text Anchor
Now, to fill in the API Key & token, click on the ‘here’ text anchor on the same Pabbly Connect trigger connection window or go to the link ‘https://trello.com/app-key/’.
(d) Copy API Key
Copy the Trello API key from here.
(e) Paste the Copied API Key
Paste the Trello API key in the Pabbly Connect trigger connection window’s ‘API Key’ field.
(f) Generate Token
Next, on the Trello API Key window, you will find a link to generate the token. Click on the ‘Token’ anchor to generate a token.
You’ll be direct to authorize your Trello account next. Authorize the system and complete the token generation process.
(g) Copy the Token
Copy the generated Trello token.
(h) Paste the Token
Paste the copied Trello token and then click on the ‘Save’ button.
(i) Select the Board & List
Once you’ve successfully authorized & connected your Trello account, the system will auto-populate all the boards as well as lists created on the connected account.
Select the board and list that you want to use for this automation.
Lastly, click the ‘Save & Send Test Request’ button of the Trello trigger.
Step 6: Test the Response in Pabbly Connect Dashboard
As we can see, we are done setting up the trigger for Trello and Slack integration. So, let’s test the Trello trigger by adding test card.
(a) Capture Webhook Response
Click the ‘Capture Webhook Response’ button first.
(b) Click on ‘Add a card’
Now, go back to your Trello account and click on ‘Add a card’.
(c) Name & Add a Card
Next, name the card and click on the ‘Add Card’ button.
(d) Check & Save the Trigger API Response
Check the card data in the trigger response window and remember to save this data.
Step 7: Set-up a Filter
You must be wondering why we need to add a filter here. The answer to this is, when you create a workflow without a filter the workflow will run repetitively for each card event such as card created, card updated, card deleted etc. So, to prevent this from happening we’ll simply add a filter condition that will only allow newly created cards.
(a) Select Application you want to integrate
Click the plus button next to your trigger window. Next, select the Choose App value as ‘Filter’.
(b) Define Filter Condition & Send Test Request
Now first, select the ‘type: createCard’ response value in the first condition box.
Second, make sure the second box value to be ‘Equal to’.
Lastly, write ‘createCard’ in the third box,
Then, click the ‘Save & Send Request’ button.
Step 8: Add a Delay Function
As you can see adding a card name and adding the other details to that particular card are who different events on Trello. So, when you design the workflow without a delay function that it will separately for each separate event like naming a card, adding the details etc. And to avoid this from happening we are placing a simple delay function in between.
(a) Add Delay
Hit the plus (+) button and then select the choose app field as ‘Delay’. Also, select the delay value as ‘1’ and then click on ‘Save & Send Test Request’.
(b) Check Delay Success
Check whether your delay is working fine or not in the response window.
Step 9: Get Card Details
(a) Click on Card
Next, we need to add the details for the card name. So, click on the created card first.
(b) Add Card Details
Add the card details.
(c) Get Card Details to Send Slack Notifications on New Cards in Trello
Next, click on the plus button and again select the ‘Trello’ app from choose app dropdown. This time select the event as ‘Get Card Details’.
(d) Again Connect with the Same Trello Account
Now, you don’t need to fill in the API key and token. Select the recent credentials from the ‘New Credentials’ list instead.
(e) Map Card ID
Now, map the card id from the previous response.
To map the card id, click on the menu button (i.e. three horizontal lines) next to the field. Then, find and click on the response value from the captured trigger response.
(f) Send Test Request
Further, click the ‘Save & Send Test Request’ button.
Step 10: Setting Action for Trello to Slack Integration
Now, as we have gathered all the data to send notification on Slack from the new Trello card. We can proceed to use this data to perform our action. After that, a notification will be sent on the Slack channel for every new Trello card entry automatically.
(a) Select Application you want to Integrate
Hit the plus button and select the app to integrate here as ‘Slack’.
(b) Select Event & Connect with Slack
Next, select the event as ‘Send Channel Message (without Image)’.
Lastly, click the ‘Connect with Slack’ button.
(c) Authorize Slack Account
An authorization window will open up next. Allow your Slack account to connect with Pabbly Connect by giving the required permissions.
(d) Select Channel, Message Type & Draft Message
Further, select the channel as well as message type. Also, draft the message. You can use the response values along with some general text to create a message.
(e) Send Test Request
Further, mention a bot name and then click on the ‘Save & Send Test Request’ button to send a request for sending a Slack notification.
(f) Check & Save Response
Certainly, you can check the Slack API’s response in the action window. And, if there is some error while sending the data then the window will start showing you the error.
Finally, click ‘Save’ to save the action API’s response.
Step 11: Check Response in Slack Channel
Also, you can check the notification on your connected Slack account.
To sum up, this was all about ‘How to send Slack notifications on new cards in Trello’. Consequently, after completing the step by step procedure, you will end up sending a Slack notification for every new Trello card entry automatically.
Meanwhile, you can automate your tasks on Pabbly Connect for FREE with all its premium features.
Also, drop your feedback about this procedure in the comment section.