The Trello connector node in Rayven.io provides powerful automation for managing tasks and projects.
The Trello connector node in Rayven.io allows you to seamlessly integrate Trello’s task management capabilities into your workflows. Automate the creation of cards, manage checklists, retrieve tasks, and track project updates—all from within Rayven.io. This guide provides an overview of available Trello operations and how to configure and use the connector effectively in your workflows.
Setting up the Trello Connector in Rayven.io
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Create a Trello Account and API Token:
- Sign up or log in to Trello at Trello.
- Navigate to API Key Generation at Trello API and generate your API key and token.
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Add Trello Credentials in Rayven.io:
- In Rayven.io, go to Settings > Credentials.
- Add your Trello API key, token, and other relevant credentials to establish the connection between Trello and Rayven.io.
Available Trello Operations in Rayven.io
Below are the pre-configured endpoints available for Trello within Rayven.io workflows.
Output Operations:
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Create a New Card
Endpoint: Create a New Card
Description: Automate the creation of new Trello cards within specific lists to track tasks or project activities.
Usage: Use this node to create cards dynamically based on events, such as receiving a new order or a new ticket. -
Create a New Checklist
Endpoint: Create a New Checklist
Description: Add a checklist to a card to track subtasks or steps within the task.
Usage: Use this node to automate the addition of checklists to newly created cards.
Input Operations:
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Get a Specific Card
Endpoint: Get a Card
Description: Retrieve data for a specific Trello card.
Usage: Use this node to query card details dynamically based on card ID for reports or dashboards. -
Get a Checklist
Endpoint: Get a Checklist
Description: Retrieve the details of a specific checklist on a card.
Usage: Use this node to display checklist progress within Rayven dashboards or send reminders.
Using the Trello Connector in Rayven.io Workflows
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Create a New Workflow:
- Navigate to Workflows in Rayven.io and click Create Workflow.
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Add Trello Nodes:
- Drag and drop the Trello Input or Output Nodes into your workflow.
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Configure the Nodes:
- For Create a New Card, specify:
- List ID: The list where the new card will be added (see below for instructions on finding a List ID).
- Card Name: The title of the new card.
- Description: Optional details for the card.
- For Create a Checklist, specify the Card ID and the checklist items.
- For Create a New Card, specify:
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Incorporate Triggers and Logic:
- Use triggers to automate the creation of cards or checklists (e.g., create a card when a new customer order is placed).
- Apply logic nodes to filter or group tasks for better task management.
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Push Data to Dashboards or External Systems:
- Display Trello task progress using visualization nodes on Rayven dashboards.
- Send notifications based on card updates or checklist progress using email or Slack nodes.
Finding the List ID for Your Trello Board
- Open the Trello board containing the list.
- If the list does not have any cards, add a card to the list.
- Open the card and add
.json
at the end of the URL, then press enter. - In the JSON output, locate the
idList
field. - Copy the List ID and paste it into the List ID field in your Trello node configuration.
Example Use Case: Automating Task Management for New Orders
Scenario: When a new order is received, you want to create a Trello card with an order checklist to manage fulfillment.
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Workflow Setup:
- Use a trigger node to detect new orders.
- Add a Create a New Card node to create a task card in Trello with the order details.
- Use the Create a New Checklist node to add a checklist to the card (e.g., "Prepare item," "Package order," "Ship item").
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Task Monitoring:
- Use the Get a Card and Get a Checklist nodes to track progress on the order fulfillment tasks and display them on Rayven dashboards.
HTTP Node for Additional Operations
If your desired Trello operation is not pre-configured, you can use the HTTP Node in Rayven.io to call any Trello API endpoint.
Steps:
- Add an HTTP Node to your workflow.
- Select Authentication > Predefined Credential Type and choose Trello.
- Provide the endpoint URL, headers, and request body as needed.
Refer to the Trello API Documentation for additional operations and details.
Conclusion
The Trello connector node in Rayven.io provides powerful automation for managing tasks and projects. With pre-configured nodes for creating cards, managing checklists, and retrieving card data, you can streamline your workflows and integrate Trello seamlessly into Rayven.io.
For further customization, explore:
If you need assistance with setup or further customization, feel free to contact our support team.