The focus of this article is on the integration of Slack and Trello, whereby any new message received on Slack will be utilized to generate new cards in Trello automatically.
This automation requires a one-time setup, for which we will use Pabbly Connect.
To begin, we’ll connect Slack to Pabbly Connect, which will fetch new channel messages. Afterward, we’ll connect Pabbly Connect to Trello and use the captured messages to create new cards in Trello.
Step to Automatically Create Trello Cards from Slack Channel Messages
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Setup Slack as the Trigger App to Gather Channel Messages
3. Setup Trello as the Action App to Create New Cards
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Setup Slack as the Trigger App to Gather Channel Messages
Let us now look at the steps to establish a connection between Slack and Pabbly Connect, and retrieve any new messages posted on your Slack channel.
A. Trigger App
Trigger enables us to select the application from which Pabbly Connect will gather the data. In this instance, it would be Slack.
Choose ‘Slack’ as the Trigger App, select ‘New Message’ as the Trigger Event, and click on ‘Save’.
B. Connect Slack Account
To connect with your Slack account, select ‘Add New Connection’ and then click on ‘Connect With Slack’.
Type in your Token Type and click on ‘Save’ to proceed. Next, authorize the required permissions to establish the connection.
Choose the Channel from which you want to capture messages and click on ‘Save & Send Test Request’.
Expand Response Received to ensure that the latest message posted on your selected Slack channel is visible, thereby confirming the successful establishment of the connection.
Step 3:- Setup Trello as the Action App to Create New Cards
Action allows us to choose the application that will get executed by the workflow trigger.
Our goal is to create new cards in Trello using the retrieved Slack messages. Hence, Trello will be our designated Action App.
A. Action App
Choose ‘Trello’ as the Action App, select ‘Create a Card (With Plain Text type Description)’ as an Action Event, and click on ‘Connect’.
B. Connect Trello Account
To establish a connection with your Trello account, select ‘Add New Connection’ and enter your Username, API Key, and Token as requested. To locate these details, log in to your Trello account and click the ‘here’ button.
Copy the API Key and paste it into the designated field, then click on ‘Token’.
Copy the Username, paste it into its given field, scroll down and click on ‘Allow’.
Copy the Token, paste it into its given field, and click on ‘Save’.
Choose the Board and List where you wish to create the new cards.
C. Map Necessary Fields
Once you have successfully linked your Trello account, the only remaining task is to map the messages from the previous step. Mapping ensures our data remains dynamic and changes as per the received responses.
Enter the Name of your card.
Map the Description of your card from the step above, and click on ‘Save & Send Test Request’.
As soon as you click on Save & Send Test Request, a card containing the message will be created in your Trello account.
The automation process is now finished, and we have successfully integrated Slack with Trello. Going forward, any message you receive on Slack will automatically trigger the creation of a corresponding card in Trello.
You can copy this entire workflow by clicking this link.
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