How to Automatically Create a Task in Trello When Adding a Row in Google Sheets

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register‍

※ If you have already registered, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Launch Settings for Google Sheets

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
‍Click "【Copy】Add a task to Trello when a row is added in Google Sheets".‍

3. Select App Trigger

Click "When a row is added" on the Google Sheets icon.
Since the title and other settings are complete, press Next.‍

4. Set Trigger Launch Interval

Set the launch interval.
The trigger can be set to launch at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. A shorter setting is generally recommended.
Please note that the shortest launch interval varies depending on the plan.

5. Enter ID

Follow the supplement at the bottom of the box and set from the candidates. Click the box.

Since the data from Google Sheets will be displayed in a list, click and insert the one you want to link with Trello.
Similarly, set the sheet ID.‍

6. Enter Table Range, etc.

Specify the table range, etc.

This time, the table range of the prepared Google Sheets is A to F.

A unique key was created in column F.
Therefore, the setting will be as shown in the image.

7. Execute Test

Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

Step 4: Set to Create a Card in Trello and Append to Google Sheets

1. Link with App

Click "Create a new card" on the Trello icon.
Since the title and other settings are complete, press Next.‍

2. Set Key and Token

<span class="mark-yellow">Enter the API key and access token used during the My App integration earlier.</span>
You can also re-acquire it from About My App Integration with Trello.‍

3. Enter ID

Enter each ID.
Obtain the boardID from the Trello page and paste it. The list ID will be displayed in a list by clicking the box.

Decide which list to create the card in.‍

4. Execute Test

Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

Next, we will set up to append the card ID and card URL to Google Sheets.‍

1. Operate the Database

Click "Update Record" on the Google Sheets icon.
Scroll down.‍

2. Set Required Fields

Enter the required fields. Click the box for the spreadsheet ID.

When you click inside the box, the created sheets will be displayed in a list as shown in the image, so select the Google Sheets that you linked with Trello earlier.
Set the tab name in the same way.

Regarding the table range, it depends on the prepared Google Sheets, so enter it according to the content of Google Sheets.

This time, since we are using A to F, we set it as shown in the image.
Once you have entered it, press Next.

3. Conditions for the Record to Update

Set the conditions for the record you want to update.

Select the unique key from the dropdown on the left box.

Next, click the box on the right and select the Google Sheets icon.

Click the unique key from the data in Google Sheets.

By performing this setting, the unique key set in Google Sheets will be linked with the card information, and <span class="mark-yellow">you will be able to add the newly registered card ID and URL in Trello to Google Sheets.</span>
This allows you to access the card just by checking Google Sheets, making it easier to understand the progress of tasks.

4. Values of the Record After Update

Next, set it so that the data is added to the card ID and URL columns of Google Sheets.
First, click the box.

Select the Trello icon.

The data of the newly registered card in Trello will be displayed in a list.
Select the data that matches the box's item name.
In the case of the image, since the box's item name is "Card ID", I also selected "Card ID" from Trello's data.

The image will look like this when data can be inserted.
Similarly, set the box for the card URL.‍

4. Execute Test

Once the data insertion is complete, press the test button.
If "Test Successful" is displayed, the setup is complete. Press Save.‍

5. Turn ON the Trigger

When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the app integration.

Flowbot template used this time
Add a task to Trello when a row is added in Google Sheets

Other Automation Examples Using Google Sheets and Trello

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Google Sheets and Trello.

If you find something interesting, please give it a try!

‍‍Automation Examples Integrating Google Sheets and Trello

It is possible to set up an integration where updates or new cards in Trello are reflected in Google Sheets.
Additionally, you can retrieve tasks from Trello and add them to Google Sheets on a specified schedule.

Automation Example Using Google Sheets

Notify Chat Tools When a Row is Added in Google Sheets

Automatically notify Slack, Discord, etc., when a row is added in Google Sheets.

Create a folder in cloud storage when a row is added in Google Sheets

Automatically create a folder in Google Drive or OneDrive when a row is added in Google Sheets.

Add transcribed audio to Google Sheets after a web meeting

Once a web meeting on Google Meet or Zoom ends, the audio will be transcribed and automatically added to Google Sheets.

Automation Example Using Trello

Register Form Responses in Trello

Automatically add responses from Google Forms and similar platforms to Trello.

Create a card in Trello when an email is received

Automatically add a card to Trello when you receive an email in Gmail or Outlook.

Create a Trello card when an event is added to the calendar

Automatically create a Trello card when an event is added to Google Calendar or Outlook Calendar.

Benefits and Examples of Integrating Google Sheets with Trello

Benefit 1: Reducing Redundant Work

With this integration, new cards are automatically created in Trello based on data added to Google Sheets.
For example, typically a leader would add tasks to Google Sheets and then manually input the same information into Trello. However, by integrating Google Sheets with Trello, the repetitive input is eliminated, allowing leaders to focus on other important tasks.
This could enable smarter project management.

Benefit 2: Streamlining Task Management

Integrating Google Sheets with Trello may facilitate collaboration even when different roles use different tools.
For instance, managers or sub-leaders might grasp the overall project in Google Sheets, while team members performing the tasks might check Trello to get started.
In such cases, while the overall flow can be reviewed in Google Sheets, progress can be easily tracked in Trello.
As a result, tasks may be advanced more efficiently.

Benefit 3: Smoother Information Sharing Among Teams

Tasks added to Google Sheets automatically create cards in Trello, making it easier for members to smoothly grasp tasks.
For example, after adding a task to Google Sheets, urgent work might arise, delaying the addition of a card in Trello, or one might forget to add a card to Trello altogether.
This integration ensures information is smoothly conveyed to members, allowing tasks to proceed without interruption.

Conclusion

Manually creating cards in Trello after adding tasks to Google Sheets results in redundant work.
Moreover, there's a possibility of forgetting to create cards in Trello manually.
By implementing the automation introduced here, an environment conducive to efficient task management can be established.
Why not take this opportunity to integrate these apps and streamline your workflow?