How do I integrate with Trello?

Our direct integration makes it easier than ever to connect Trello with your forms!

Connect Trello to Paperform

1. In the Form Editor navigate to After Submission → Integrations & Webhooks.
2. Click on "Trello" under the heading "Direct Integrations". Choose from the list of possible actions on the dropdown list provided.

1. Click on "Add Account +" to connect your Trello account, prompting a popup window to appear requesting you log in and give permission for Paperform to connect your Trello account.

1. Once the popup window closes, your account will be successfully connected to Paperform!

You can remove or rename your Trello account at any time in your account settings, but note this will also affect any forms using this integration connection.

Setting up an Integration Action

Our Trello direct integration is built to be flexible around your use case, so we offer a number of different actions and functions.

Below you'll find an example of how to configure one of these actions.

Create Card

This action will create a new card using the answers passed through your form submissions.

After setting up your Trello connection for the action, complete the fields presented. The list of fields and what they do can be found below;

• Board - The board your new card will be added to.
• List - The list your new card will be added to.
• Card Name - The name of your new card.
• Card Description - The main text body description for your new card.

Once you have finished configuring the action, click the "Send Test" button at the bottom to test out the action. If you're happy with the results, click "Create" to finish setting up the action. This will automatically be live for future submissions.

Considerations

Sending a Test for your action

For the "Send Test" button to work, you must have a recent submission that contains data for the fields being used in your integration action.

If you don't have a recent submission with the correct data set then you may encounter unexpected behaviors with integration action, or it may outright fail.

Access to a board

To add a new card to a board on Trello, you must first be a member of the board you're attempting to use. If you aren't a member of the board, you won't be able to connect it to Paperform.

Gotchas

Automation can cause loading problems

When your Trello board has automation enabled, you may experience problems loading configuration options for your Board within Paperform. If this occurs while setting up or modifying your Trello integration, please try removing the automation from your Board and then try again.