Data you enter in form fields can be pushed to Trello to create new cards. That means you can create and assign Trello cards to your team as part of your workflow with Process Street checklists.
- A company manages their design processes with Process Street
- The company wants to automatically create Trello cards and assign them to a designer as part of the overall content creation process
- We will add form fields to a Process Street template
- We will create a zap in Zapier that creates a Trello card when you check off a task in Zapier
- We will configure the zap to pull information from Process Street checklist form fields
Let’s get this set up!
Add form fields to the Process Street checklist
We’re going to push data inside form fields to the Trello card, so we need to first set up the forms. Make a new template with form fields, or add them to an existing one.
In this case, we’ve got fields for the required text, background color, and a description. Add fields for any kind of structured data you want to feed into the resulting Trello card.
Once that’s done, you’re ready to connect the template to Zapier and start automating.
Make a zap to create Trello cards from Process Street checklists
Zapier is a tool that connects over 750 different apps. Any action in any of the supported apps (like forwarding an email or adding an attachment to a task) can be set up to trigger another app’s features automatically. Zapier integrates with both Trello and Process Street. The whole recipe (trigger + action) is called a zap.
In your new zap, select Process Street as the trigger and choose New Task Checked:
Connect your Process Street account, and move onto Edit Options. From the dropdown menus, choose the template and task that has the form fields from earlier.
Before you go on to test the step in Zapier, make sure you’ve created a checklist and filled in the form fields. This way, Zapier has some test data to pull in and validate.
Choose Trello as the app for the action step, with Create Card as the action.
When you move onto Edit Template, you’ll have the option to add form fields and Process Street data to the Trello card. Here’s how we set up our header design card template:
Use the Add a Field button on the right of the Name and Description boxes to insert Process Street data like form fields and the checklist name.
Trello uses markdown for text formatting, so I’ve added **bolding** to make the sections stand out.
Choose a member from the Edit Template page to automatically assign a member every time a new card is created with the zap.
Continue, and you’ll move onto the test step to confirm the zap is correct. Head over to Trello, and check out the new card.
Test the zap by creating a new checklist and filling in the forms, and then check the the zap logs to be absolutely sure the integration is working.