July 1, 2024

How do I Set Up Make.com with Trello

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Setting up Make.com (formerly Integromat) with Trello is a fantastic way to optimize your workflow by automating repetitive tasks and processes. Whether you're managing projects, tracking workflows, or just looking for a way to connect your apps and services, here's how you can get started with integrating Make.com with Trello.

Step 1: Create a Make.com Account

To begin with, you'll need to sign up for a Make.com account if you don't already have one. Go to Make.com(https://www.make.com/) and click on the 'Sign up' button to register for a new account.

Step 2: Access Make.com Dashboard

Once you've signed up and are logged in, you'll be directed to the Make.com dashboard. This is where you can manage your scenarios (automations), templates, and various settings related to your account.

Step 3: Connect Your Trello Account

To integrate Trello, you need to connect it to Make.com. Click on 'Scenarios' from the dashboard and then on the 'Create a new scenario' button. Search for Trello in the list of services and select it. You'll be prompted to connect your Trello account by logging in and authorizing Make.com to access your Trello information.

Step 4: Set Up a Trigger

After connecting Trello, decide on a 'trigger'—an event in Trello that will start your automation. For example, the trigger could be "When a new card is created in a Trello list." To set this up, choose the relevant Trello board and list within the Make.com scenario editor.

Step 5: Define an Action

Following the trigger, you need to define an 'action'—what Make.com will do when the trigger event occurs. Actions can involve things like moving a card to another list, updating a card's description, or any number of other Trello operations. Select the action you want from the menu and configure the necessary parameters.

Step 6: Test Your Scenario

Before going live with your automation, it's crucial to test it to ensure everything works as expected. Use the 'Run once' button to test the scenario with real data. If you encounter any issues, you can adjust your settings accordingly.

Step 7: Activate the Scenario

Once you're satisfied with your setup, click the 'Save' button, and then toggle your scenario to 'ON.' Your Make.com automation is now live, and any matching trigger event in Trello will now result in the defined action being taken automatically.

Remember, you can create complex scenarios involving multiple actions or conditions by adding more modules to your scenario. Moreover, Make.com integrates with many other services, allowing you to connect Trello with other tools you're using for a truly seamless workflow automation experience.

Take full advantage of Make.com's flexibility to create custom automations tailored to your team's needs and watch your productivity soar with your new Trello integration!

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