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

1. Click "Try it" at the bottom of the transitioned screen
2. 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.

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

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

5. Enter ID

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Follow the supplement at the bottom of the box and set from the candidates. Click the box.
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Since the data in Google Sheets will be displayed in a list, click the one you want to link with Trello to insert it.
Similarly, set the sheet ID.‍

6. Enter Table Range, etc.

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Specify the table range, etc.

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This time, the table range of the prepared Google Sheets is A to F.
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A unique key was created in column F.
Therefore, the setting will be as shown in the image.
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7. Execute Test

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

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

1. Integrate with App

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

2. Enter ID

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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.
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Decide which list to create the card in.‍

3. Execute Test

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

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

1. Operate the Database

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

2. Set Required Fields

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

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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 was linked with Trello earlier.
Set the tab name in the same way.
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Regarding the table range, it depends on the prepared Google Sheets, so enter it according to the contents of Google Sheets.
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This time, since we are using A to F, we set it as shown in the image.
Once entered, press Next.

3. Conditions for the Record to be Updated
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Set the conditions for the record you want to update.

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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.

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

4. Values of the Record After Update

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

Select the Trello icon.

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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 image, since the box's item name is "Card ID", we 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

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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

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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, when a card is created or updated in Trello, it is 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.

Transcribe Audio and Add to Google Spreadsheet After Web Meeting

Once a web meeting on Google Meet or Zoom ends, the audio is transcribed and automatically added to a Google Spreadsheet.

Automation Example Using Trello

Register Form Responses in Trello

Automatically add responses from Google Forms, etc., 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: Reduce Redundancy

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 task of re-entering data is eliminated, allowing leaders to focus on other important tasks.
This enables smarter project management, doesn't it?

Benefit 2: Streamline Task Management

By integrating Google Sheets with Trello, it becomes easier to coordinate even when different roles use different tools.
For instance, managers or sub-leaders might oversee the entire project in Google Sheets, while team members who are executing tasks might refer to Trello.
In such cases, the overall flow can be monitored in Google Sheets, while progress can be easily checked in Trello.
This should result in more efficient task progression, don't you think?

Benefit 3: Facilitate Smooth Information Sharing Among Teams

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

Conclusion

Manually creating cards in Trello after adding tasks to Google Sheets results in redundancy.
There's also a risk of forgetting to create cards in Trello when done manually.
By implementing the automation introduced here, you can set up an environment conducive to efficient task management.
Why not take this opportunity to integrate these apps and streamline your workflow?