Trello Plugin

Use the Trello Plugin to automatically create new Trello cards from new form results.

Setup the Plugin

Go to the Plugins page in your form, select Trello and click Connect to Trello:

Click Allow to grant the plugin permission within the authorization popup:

Authorizing Trello to give necessary plugin permissions on your account

Once Trello is authorized, select the Board and List to create new cards in, then click Save:

Selecting a Trello Board and List to create new Trello cards inside

You’ll see a direct link to your chosen Trello Board for quick access.

Now every time a user submits your form, the Trello Plugin will create a new card for you with the form result in.

Customization

Out-the-box the Trello Plugin uses the form name for each new card. You can quickly configure a custom Card Title based on the form result data via the Field Mapper, as well as a Start Date and Due Date for each card.

Card Title

Let’s add a Task Name field to our form, then we’ll setup the Trello Plugin to use any entered data as the Card Title:

Example form to use with the Trello Plugin to create new cards from

Visit Plugins > Trello and locate the Field Mapper.

Select the Task Name field, then enter card_title in the Map To column. This tells the Trello Plugin to use the value of Task Name as the card_title for the Trello card:

Entering card_title in the Trello Plugin Field Mapper

When data is entered in that field, the Trello Plugin will be ready to use it as the card_title:

Entering the task name into our example form for creating a new Trello task

The Trello card is then created upon form submission with the card_title from the entered data:

Viewing the newly created Trello card inside the Trello board

All other result data is included in the main description when expanding the Trello card:

Expanding the Trello card to reveal the rest of the form result

Card Start Date

Let’s add a Start Date field to our form using a Date Field, then we’ll setup the Trello Plugin to use any entered data as the Start Date:

Example form to use with the Trello Plugin with a new Start Date field

Visit Plugins > Trello and locate the Field Mapper.

Select the Start Date field, then enter start_date in the Map To column. This tells the Trello Plugin to use the value of Start Date as the start_date for the Trello card:

Entering start_date in the Trello Plugin Field Mapper

When a Date is selected for that field, the Trello Plugin will be ready to use it as the start_date:

Selecting a date for the Start Date into our example form for creating a new Trello task

The Trello card is then created upon form submission with the start_date from the selected date:

Viewing the newly created Trello card inside the Trello board with a start date

Card Due Date

Let’s add a Due Date field to our form using a Date Field, then we’ll setup the Trello Plugin to use any entered data as the Due Date:

Example form to use with the Trello Plugin with a new Due Date field

Visit Plugins > Trello and locate the Field Mapper.

Select the Due Date field, then enter due_date in the Map To column. This tells the Trello Plugin to use the value of Due Date as the due_date for the Trello card:

Entering due_date in the Trello Plugin Field Mapper

When a Date is selected for that field, the Trello Plugin will be ready to use it as the due_date:

Selecting a date for the Due Date into our example form for creating a new Trello task

The Trello card is then created upon form submission with the due_date from the selected date:

Viewing the newly created Trello card inside the Trello board with a due date

That’s it! You can contact us for help anytime.