Trello

Updated 5 years ago

Zapier Integration

Prerequisite

You need a Zapier account first. If you don't have an account, click here to create a Zapier account.

Introduction

In this article, we will try integrating both ClickSend and Trello. So what we want to achieve here is to send an SMS to specified contacts when a new card is added.

So, let's get started.

Instructions

Step 1:

Login to your Zapier account. And then click Make a Zap! button.

Step 2:

Let's search and select Trello as our trigger app. Next, check New Card as our trigger action. Then click Save + Continue button.

Step 3:

Let's link your Trello account.

Select Choose Account.

Log in using your Trello account.

Then allow access.

Then click Save + Continue button.

Step 4:

Let finish up our trigger app setup.

Go back to your Zapier setup page.

Then click Fetch & Continue button.

Lastly the Continue button.

Step 5:

Ok, let's set up our Action app. Let's search and choose ClickSend.

Next select Send SMS as our action.

Then click Save + Continue button.

Step 6:

Next, let's add your ClickSend account. Click Connect an Account button.

There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.

Type in your ClickSend username and API key.

Click the Test button to check if it was successful.

Then click Save + Continue button.

Step 7:

Let's set up our SMS message.

In the To input box, enter the number you want to be notified about new cards.

(or use a contact list filled with all the contacts needing to be notified by using the Send SMS to Contacts List action).

Enter a custom generic message into the Message input box about the task using the Trello placeholders. (Name, Description, URL, Etc...)

Set the From input box as your name or the businesses name.

Then click Continue button.