Create Trello Card Bot

Create Trello Card Bot

Streamline your business processes by creating a Trello card after completing a document. Automatically create records based on information added to a document with the Create Trello Card Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Create Trello Card Bot does
The Bot creates a Trello card by transferring data from a document to the corresponding fields in a card based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Create Trello Card Bot
Install and configure the Bot to automatically create a new Trello card after a document has been completed.
Export Custom Values to Create Trello Card Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
First, connect to your Trello account. Once connected, select the boards you need and type in a card name. Then, specify what information from the document will be used to create a new card by matching card fields with the relevant values.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select fields in the document and tell the Bot to create a new card when these fields have been filled out.
Get a new Trello card created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the information added to the document fields you’ve specified will be used to create a new Trello card.
Create Trello Card Bot

Install the Create Trello Card Bot to automate your document workflows

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Create and assign tasks in seconds with Trello automation

For managing multiple tasks throughout a given working day however, many users find this process tedious. The situation can slow down even more when creating cards requires additional communication between a manager and the assignee. By using Trello automation with airSlate Bots, you can make the process much easier and faster. Create any documents or forms that you need to complete your task and then use this Bot to match fields and transfer a task directly to your Trello board.

You no longer need to complete any routine actions. When somebody completes a Flow, the Trello Bot automatically creates a task in a defined table and assigns it to an organization member.

Automation of this process is an helps to not only support colleagues who are tasked with reviewing processes for mistakes, errors or bug reports, but also for anyone needing to verify information.

Check out the most significant benefits of Trello automation:

  • Automatic creation and assigning of tasks
  • Elimination of human error

Time saved for focusing on higher priority goals.

Eliminate repetitious tasks with no write code

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Implement Create Trello Card Bot
Start a new Flow and import samples or generate documents right on the platform to initialize the Bots option. Choose an appropriate software robot from the list.
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Configure it
Open the Bot configuration menu. Complete all the required fields to customize general and advanced settings. Consider determining activation conditions to avoid false activations (you can include a couple of circumstances).
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See the way it operates
Execute the workflow and check the outcomes. Make sure the software robots are working appropriately. If something goes wrong, look into the Bots log to fix the mistakes and execute your Flow once more.