1. Plugins
  2. Trello Plugin
Trello Plugin Icon

Trello Plugin

Pro

Create new Trello cards from form results.

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

# Set Up the Plugin

Open the Plugins page for your form, select Trello, and click Connect to Trello:

Connecting the Trello Plugin

Click Allow in the authorization window to grant the plugin the permissions it needs:

Authorizing the Trello Plugin

Once Trello is authorized, select the Board and List where you want new cards to be created, then click Save:

Selecting a Trello Board and List for new cards

You’ll see a link to your selected Trello Board in the plugin configuration.

From then on, each new form submission will create a Trello card in your selected list, with the form result included in the card.

# Customize Trello Cards

By default, the Trello Plugin uses your form name as the title of each new card.

You can customize the Card Title using form result data, and map form fields to a Start Date or Due Date for each card using the Field Mapper.

# Card Title

Add a Task Name field to your form:

Adding a Task Name field to a form connected to the Trello Plugin

Open Plugins > Trello and locate the Field Mapper.

Select the Task Name field and enter card_title in the Map To column. This tells the Trello Plugin to use the value entered in Task Name as the card title:

Mapping the Task Name field to card_title in the Trello Plugin

Enter a task name in your form:

Entering a task name in the form

When the form is submitted, the Trello card is created using the submitted task name as its title:

Viewing a new Trello card with a custom card title

All other form result data is included in the card description:

Viewing the form result in the Trello card description

# Card Start Date

You can also use a Date Field to set the Start Date of each Trello card.

Add a Start Date field to your form:

Adding a Start Date field to a form connected to the Trello Plugin

Open Plugins > Trello and locate the Field Mapper.

Select the Start Date field and enter start_date in the Map To column. This tells the Trello Plugin to use the selected date as the card’s start date:

Mapping the Start Date field to start_date in the Trello Plugin

Select a date in your form:

Selecting a start date in the form

When the form is submitted, the selected date is added to the Trello card as its Start Date:

Viewing a Trello card with a start date

# Card Due Date

You can use another Date Field to set the Due Date of each Trello card.

Add a Due Date field to your form:

Adding a Due Date field to a form connected to the Trello Plugin

Open Plugins > Trello and locate the Field Mapper.

Select the Due Date field and enter due_date in the Map To column. This tells the Trello Plugin to use the selected date as the card’s due date:

Mapping the Due Date field to due_date in the Trello Plugin

Select a date in your form:

Selecting a due date in the form

When the form is submitted, the selected date is added to the Trello card as its Due Date:

Viewing a Trello card with a due date

That’s it! If you need any help, contact us anytime.

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