Trello Integration + Zapier
If your team already uses Trello, this is the perfect integration for you!
To get started, please set up your Zapier account. Once you have your Zapier Account set up, you can have the integration set up to where specific actions done in Trello or I Done This will create an entry or event in the other app.
For a full list of triggers and actions, you can view them here.
Setting up Trello Card Actions to I Done This as entries.
To set up Trello Card Actions to go into I Done This as entries, simply click on the "Make a Zap!" button.
After selecting that button, you will be prompted to search for an app. Search for the Trello application. You can do that by typing it in the search box like so:
Once you have selected the app, you will have to select a Trigger from Trello. Triggers are actions that will cause a reaction to another application you plan on integrating. It could be triggers when Trello cards are created, when they have been updated or when the card is moved to a different list. The most popular choice we have is when Trello Cards have been created, it will be created as a done entry to I Done This.
In the next steps, you will need to log in with your Trello to connect to Zapier. You will also need to test your trigger. Just Update or Create a test Card so that Zapier can detect that you properly connected your account.
Next, you will need to add the I Done This app. Just simply type "I Done This" into the search bar:
Once you have selected I Done This, choose an action! This step is easy as you can only create an entry. After you choose an action, you will need to choose an account. Simply log in with your I Done This account.
Once you have properly connected your I Done This account, you will need to enter in what will post when calendar events are being actioned. First, choose the team you wish to have your entries automatically created when Trello card actions are triggered.
After, you will need to have the body or the content of your entry filled. This will be your entry every time events within Trello actions have been triggered. It can be simple text such as, "I have updated a card". To be a bit more advanced, you can select certain elements of the Trello card like name or description of the card to be the post of I Done This. Simply click on the plus icon to display those elements.
Here's an example that will post " Card Name: and the Card Description":
The last steps are to choose whether you want to have an "Occurred On" to post the time of the entry, and also the status! Which can be changed to make a Done, Goal or Blocker.
If you have any questions or need help setting up, please contact us at email@example.com