How to integrate Wix with Trello to add a card to Trello when a form is submitted on Wix
How to Integrate Applications
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2024/10/27
How to integrate Wix with Trello to add a card to Trello when a form is submitted on Wix
k.ohshiro
In roles where multitasking is required, streamlining task management is a crucial issue. If you forget to add a task and miss responding to a customer, it could lead to a loss of sales or customer trust. However, managing tasks without any omissions is a time-consuming and labor-intensive process. This is where the automatic integration of Wix and Trello using Yoom discussed in this article might be helpful. With this integration, you can automatically add form information submitted on Wix as tasks in Trello. It's recommended for those who want to add tasks based on information obtained from forms, such as [sending materials] or [sending event invitation emails]! If you're interested, please refer to this article.
[What is Yoom]
Benefits of Integrating Wix and Trello
Benefit 1. Prevention of Human Error
With this integration, you can automatically add form information submitted on Wix as tasks in Trello. For those who have been manually adding tasks to Trello while checking form information, this integration eliminates the need for additional work, reducing the effort involved. Moreover, automation helps prevent human errors such as input mistakes or omissions in task additions. This can lead to accurate task management and may promote smooth business operations.
Benefit 2. Streamlining Project Management
Manually adding tasks each time can create a time lag between receiving the form and adding the task, making it difficult to check the latest task information. When managing projects in Trello, you want to reflect information as quickly as possible to adjust task priorities and assign them to each person in charge. By using the automatic integration introduced here, tasks are automatically added, minimizing delays in information reflection. This allows project managers to manage progress based on the latest information, which is expected to improve overall project efficiency.
Wix and Trello Integration Flow
Now, let's introduce how to actually integrate Wix and Trello. The flow introduced here is to [add to Trello when a form is submitted on Wix]. The specific integration steps are as follows.
Set up an app trigger in Wix
Create a new card in Trello
Yoom offers the above two steps as a template. You can create a flow bot more easily than creating from scratch, so first click the "Try it" button on the banner below to copy the template! Once the copy is complete, you can operate it from "My Projects" in the sidebar.
Wix and Trello My App Integration
Once you have copied the template, register Wix and Trello in Yoom's My Apps as a preliminary step. If you have already registered, please proceed to "Step 1. Setting the App Trigger".
<Procedure>
1. After logging into Yoom, click "My Apps" → "+ New Connection" in order
2. Search for Wix and Trello from the search window and enter the necessary information for each registration
The following information is required when registering Wix.
The part "××××××××" in https://manage.wix.com/dashboard/××××××××/setup is the site ID
If Wix and Trello are displayed in the My Apps list, you are ready! Let's proceed to the detailed settings immediately!
Next, copy the template to My Projects and create a Flow Bot. If you haven't copied it yet, please copy the Flow Bot template from below.
1. Hover over the banner and click "View Details" 2. Click "Try this template" on the page you navigated to 3. Register for Yoom * If you have already completed registration, the login screen will be displayed, so please log in.
Step 1. Set up the App Trigger
First, open the template you copied earlier from "My Projects" in the sidebar.
Next, click the app trigger "When the form is submitted".
On the first page, the Wix account information you linked in advance will be displayed, so please check it and click "Next" if there are no issues.
On the next page, set up the Webhook event reception. Follow the instructions and refer to the article below to set it to activate when the form is submitted. Wix Automation: Sending Data via Webhook
Once all settings are complete, click "Test" to check for errors.
If there are no issues up to this point, click "Save" to complete the trigger setup.
Step 2. Create a New Card
Next, click "Create a New Card".
On the first page, as in Step 1, account information will be displayed, so click "Next" if there are no issues.
On the second page, set up the card creation. "Key", "Token", "Board ID", and "List ID" are required fields, so be sure to enter them. Other fields are optional, so use the output information as needed and fill them in accordingly.
Other fields are optional, but it is recommended to use the information output from Wix to fill in the description field in detail. This way, you can check the task details just by accessing Trello, reducing the need to go back to check the original form information. It is pre-written to include "Form ID" and "Submission Date", so make changes as necessary.
Click "Test" and if no errors appear, click "Save". Once a popup like the one below appears, all settings are complete. When you turn the trigger ON, the flow will execute.
Flowbot template used this time Add to Trello when a form is submitted in Wix
Other Automation Examples Using Wix
Yoom offers numerous automation examples using Wix. It is possible to integrate with various apps, so please refer to the representative examples below.
1. Add to RakuRaku Sales when a form is submitted on Wix
If you are using RakuRaku Sales, please also refer to the following template. It is recommended for those who want to streamline sales management by consolidating form information in RakuRaku Sales.
2. Notify LINE WORKS when a form is submitted on Wix
For those using LINE WORKS as a communication tool, this integration is recommended. It speeds up information sharing with members and helps prevent any oversights.
3. Register a contact in HubSpot when a form is submitted on Wix
If you want to automatically reflect the information obtained from the form in HubSpot and use it for marketing, this integration is also recommended. Since there is no need to manually transfer data, it helps reduce the workload.
Summary
How was it? The above was the procedure for integrating Wix with Trello! By using this integration, tasks can be automatically added to Trello based on the form information from Wix, which seems to reduce the workload. Additionally, the risk of missing additions is reduced, allowing for more accurate task management. If you're looking to streamline task management and improve productivity, please consider using this integration!
If you're interested, please start by registering for free here.
The person who wrote this article
k.ohshiro
I've been working for SaaS companies as a customer success since I was a student.
I was working using multiple cloud services, and there were times when I thought it would be convenient if services could be linked more easily with each other.
Since apps can be linked without code with Yoom, anyone can easily set it up.
I would like to be able to convey the appeal of Yoom in an easy-to-understand manner and contribute to improving everyone's work efficiency!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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