Generating Trello Cards from JotForm Submissions

Introduction

• Presented by: George
• Topic: Adding a button in JotForm Table to send out data and create/update Trello cards.

Steps to Create a Trello Card

Initial Setup

1. JotForm Dashboard: Start with a new JotForm.
2. Templates: Use a pre-made template for testing.
3. Elements: Add necessary elements (e.g., title, description, labels, members) in the form for the Trello card.
4. Demo Data: Fill the form with demo data for testing.

Accessing JotForm Tables

1. Submissions: View all submissions in JotForm Tables.
2. Adding Button to Table: Click on 'Add Column' to add a button to send data to Trello.

Configuring the Button

1. Button Settings:
   • Name the button (e.g., 'Send Data').
   • Select Trello as the app.
2. Authentication: Log into Trello and allow permissions.
3. Board and List Selection:
   • Select the board and list (e.g., 'Pending') where the card should be added.
4. Field Matching: Match the form fields to Trello card fields (e.g., Name, Description, etc.).
5. Completing Integration: Finish the integration and create the column with the new button.

Testing the Button

1. Create Trello Card: Click on the 'Send Data' button and check Trello to see if the card is created.

Updating an Existing Trello Card

1. New Table Setup: Create a new table in JotForm for updating cards.
2. Adding Button: Similar steps as creating a card but select 'Update Card' instead.
3. Board and List: Choose board and list and the specific card to update.
4. Field Matching: Match fields for updating (e.g., Name, Phone Number).
5. Completing Integration: Finish the integration to create the column with the update button.
6. Testing: Click on the 'Send Data' button to update the card and check Trello.

Conclusion

• Options: You can either create or update a Trello card depending on your needs.
• Feedback: Viewers are encouraged to comment on what they want to see in future integrations.
• Call to Action: Like the video, subscribe, and click the bell icon.

Summary

• Ease of Integration: Adding a button to JotForm for Trello integration is user-friendly.
• Flexibility: Can be used to either create new cards or update existing ones.

Emoji

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