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Trello

Trello is a task management app that gives you a visual overview of what is being worked on and who is working on it.

Overview

Trello is a web-based, Kanban-style, list-making application that is designed to enable you to organise and prioritise your projects in a flexible and structured way.

Authentication

When using the Trello connector, the first thing you will need to do is go to your Tray.io account page, and select the relevant workflow. Once in the workflow dashboard itself, search and drag the Trello connector from the connectors panel (on the left hand side) onto your workflow.

With the new Trello connector step highlighted, in the properties panel on the right, click on 'New Authentication' which is located under the 'Settings' heading.

trello-auth

This will result in a Tray.io authentication pop-up window, that should look like this:

trello-popup

Name your authentication and then click 'Add authentication'. A popup window will then open, asking you first whether you wish to authorise Tray.io to use your Trello account, and will then ask you to log in.


Assuming your login is successful, the popup window will close and you will be ready to use the Trello connector.

Trello trigger

The 'Trello trigger' enables users to have their workflow launched whenever an action is applied to a particular Trello 'model' (this could be a member, board, card, or any other resource that actions can take place on).

Trigger operations available:

  • Webhook

Webhook setup

To initialise a new workflow with the Trello trigger, click 'Create new workflow' and then, in the 'Add a trigger connector' window that appears, select Trello:

trello-trigger-launch

Despite this being separate from the Trello connector, the trigger itself uses the exact same authentication process. When your new workflow launches, either select a previous authentication or create a new one as instructed above.

In order to initialise the Webhook you will need to find your Model ID. This can be found by going to the board you wish to utilise, and copying the URL.

trello-url

Paste said URL into the address bar of a new tab, and ADD .json to the end of it. Once you press enter, you will be redirected to the JSON page which contains the model ID.

The fastest way to search through this large data file is to do a search for idlist, (use cmd + f for Macs or ctl + f for Windows, and paste in idlist).

You should get something similar to what is displayed below:

trello-idlist

Finally copy and paste the list ID into your 'Model ID' field within your trigger's properties panel.

trello-modelid

You can also enter an optional description for the Webhook as you would any connector step.

Now, whenever an action is performed on the selected model, your workflow will run.

Basic Operations List

Full list of operations can be found HERE

  • Create new board
  • Create new card
  • Create new list
  • List cards
  • Get board
  • Update card

Example Usage - Create Card

Below is an example of a way in which you could potentially use the Trello trigger and connector, in order to sync between your Salesforce leads and Trello board. In this use case, each time a Trello card is created in the "To contact" list, the tray.io workflow will run a check to see if the name on this card is already within the company's Salesforce account leads. If yes, then the card itself will automatically update with all the contact information there is for them on file.

TRAY POTENTIAL: Tray.io is extremely flexible. By design there is no 'fixed' way of working with it - you can pull whatever data you need from other services and work with it using our core and helper connectors. This demo which follows shows only one possible way of working with Tray.io and Trello. Once you've finished working through this example please see our Introduction to working with data and jsonpaths page and Data Guide for more details.

The steps will be as follows:

  1. Set up the Trello trigger
  2. Get lead records from your Salesforce account.
  3. Check if record has a matching name.
  4. If yes, update the Trello card with

The final outcome should look like this:

Complete Workflow

1 - Setup trigger

First go to your Tray.io dashboard, click on the 'Create new workflow' button in the top right corner, and name your project workflow. Select Trello as your trigger.

Make sure you have your Trello authentication set up before continuing. Follow the tutorial above for more details.

Select your Trello authentication in your Settings -> 'Authentication' field.

Set your operation to 'Webhook' and in your 'Model ID' input field, follow the instructions above in the trigger authentication section to complete setup.

2 - Get records

The next step is to get the records from your associated Salesforce accounts. Drag a Salesforce connector step the the next stage of your workflow, set the authentication appropriately and the operation to 'Find records'.

Your record type in this case will be 'Lead'. The 'Fields' section refers to the information you wish to return i.e display on your Trello card if found. Click the 'Add Field' option to add as many as you deem appropriate.

Bare in mind you may get returned "null" should the field you're requesting not be available for that particular lead.

Once you have added several fields, you will need to set the conditions. These conditions make sure that if the name on the card matches the Salesforce full name field, it will return the fields listed earlier.

This means your conditions setup should look similar to this:

Conditions -> Condition -> Field -> Full Name

Conditions -> Condition -> Operator -> Equal to

Conditions -> Condition -> Value -> $.steps.trigger.action.data.card.name

In order to generate the above jsonpath, use the connector-snake as outlined below as this will ensure that the record which gets returned is the one from the trigger.

JSONPATHS: For more information on what jsonpaths are and how to use jsonpaths with Tray.io, please see our Intro page and Data Guide for more details

CONNECTOR-SNAKE: The simplest and easiest way to generate your jsonpaths is to use our feature called the Connector-snake. Please see the main page for more details.

In the end your Salesforce 'Find records' connector setup should look similar to this:

trello-add-field


3 - Check for associated name

Here we need to check if the name on the new Trello card matches the associated field within the Salesforce leads account records.

In this case, we will set it up so that should the name on the new card match a full name within our Salesforce lead records account, the Salesforce connector previously will activate and return the information associated with the fields that were set up earlier.

We do this using a Boolean Condition connector. Select and drag the Boolean Condition connector to the next step of your workflow. Using the connector-snake once more, set the 1st value to the "Total count" of the first record found from the last connector: $.steps.salesforce-1.total. Set the Comparison Type to Greater or equal than and the 2nd Value to 0. Make sure your type selectors are accurate here else your condition will fail.

trello-boolean

4 - Create Trello Card

Our final step is to update the original Trello card with the associated data should the boolean condition return true.

Add a Trello connector on to the TRUE branch of the boolean condition. Set the operation to 'Update card'. Set the 'Card ID' using jsonpath's once more (associated with the trigger) and add a name if you wish.

This demo includes interpolation in order to display the information returned on the Trello card itself.

INTERPOLATION: When you wish to include JSON generated data within another input/ output/ result, use our Interpolation method as described here.

Here's what the final product in Trello will look like:

Trello

ANd here is what the output would look like in your final step - as you can see, the "desc" field contains the information we want:

Trello

BEST PRACTICES: Whenever you do decide to use create your own workflow, please make sure you take a look at our Managing data best practices guide.

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