Trello (PRO)

Managing and organizing your tasks has never been easier. With the Contact Form 7 Integration in Essential Addons for Trello, every form submission is automatically turned into a Trello card – no manual entry or copying required.

As soon as someone submits a form, their information is instantly added to your connected Trello board. This seamless, automated workflow helps you stay organized, track tasks efficiently, and keep your projects moving with up-to-date information.

Follow the steps below to connect Contact Form 7 with Trello and simplify your workflow.

Before you begin, ensure both Contact Form 7 and Essential Addons for Contact Form 7 (PRO) are installed on your WordPress site.

Enable Trello Integration

Before connecting your Trello account with Contact Form 7, you need to enable the Trello integration.

Follow the steps below to get started:

• Navigate to the Contact Form 7 menu.
• Go to Essential Addons.
• Click the Global Settings tab > Integrations > Trello > Enable Trello Integration.

Configure Trello Settings

Once you activate the Trello Integration toggle, you’ll see a few additional options. This is where you configure your Trello settings and enter the required credentials to connect your Trello account.

Here’s what each field means:

• Trello API Key: A Trello API key is a unique authentication token that allows external applications to securely access and interact with your Trello account.
• Get Token Code: Click the Generate Token button to create your Trello token.
• Trello Token: A Trello token is used along with your API key to authenticate and verify the connection.

How to Access the Trello API & Token?

To access the Trello API and other credentials, follow the steps below:

• Log in to your Trello Account.
• Navigate to Trello Admin > check the Developer’s Terms box, and click Continue.
• Click New to create a Trello app and fill in the required information.
• Navigate to API key > Click Generate a new API key > Generate API key.
• Here you will be able to copy the Trello API key.

• After entering the Trello API key in the required fields, click Generate Token.
• You will be redirected to the Trello authentication page; click Allow to grant the required permissions.
• Here you will be able to copy the Trello token.

Configure Trello Additional Settings

Before collecting and storing data in Trello, configuring the required additional settings is mandatory. Without these settings, the Trello integration will not work as expected.

Follow the guidelines below to configure the settings properly.

• Navigate to Contact Forms to create a new form or edit an existing one.
• Enter Form Name, customize Form Template, and others.
• Navigate to Integrations from Essential Addons for Contact Form 7 settings > Trello > Enable Trello Integration if it’s disabled.
• Trello Select Board: Select the tag for your Trello board.
• Trello Select List: Select the tag for your Trello list.
• Trello Card Title: Select the tag to be used as the Trello card title.
  • Form Fields: Use a form tag to pull the title from the user input.
  • Custom Fields: Enter static or dynamic text with tags.
• Trello Card Description: Select the tag to be used as the Trello card description.
  • Add Extra Information: Switch on to collect and include additional subscriber details on the Trello card.
    • Email: Select the tag to capture the subscriber’s email address.
    • Name: Select the tag to capture the subscriber’s name.
    • Phone Number: Select the tag to capture the subscriber’s phone number.
• Save Changes once the configuration is complete.

Upon submitting the form, the selected information will be automatically stored in your Trello account directly from Contact Form 7.

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