Summary: With our Trello integration, users can extend their Ziflow online proofing operations to Trello. Users can automatically create and update lists & tasks in Trello for new proofs, comments, decisions, and more to keep their team up to date with the tools they're already using.

Follow instructions on how to:

How to Connect with Trello

This integration requires generating Trello access token for Ziflow. To generate the token, please visit Trello website, allow Ziflow to read and update Trello data, and then copy generated access token.

Generating Trello token for Ziflow integration

To integrate Trello with Ziflow open the Connect tab in the Ziflow account and then click on the Applications tab on the left. Once inside the Applications menu click on the "Connect Application" button and select Trello from the list. You'll be asked to name the connection and enter Trello token access credentials.

Connecting Ziflow with Trello using generated token

Once this is done, you should see Trello integration on a connections list.


Setting up Trello automated flows

Once Ziflow and Trello are connected, you can begin setting up automated flows to send information to Trello. Start by going to the Connect tab and by clicking on the Create Flow button in the upper right corner of the screen.

Select Ziflow as the Application and choose which Event (new proof/version, decision made, new comment/reply, comment resolved, comment labeled) you want to trigger the integration.

Create flow with Ziflow as application and select event trigger

You will be presented with the event details page, which will vary depending on which event you selected. There are 8 different types of events:

New proof/version

New proof/version event settings in Ziflow
  1. Triggered by - select the type of request that will trigger the Zibot.

  2. Created in - select the Ziflow folder that will be monitored by this flow.

  3. Created by - select the user that will be responsible for this flow activation.


Proof updated

Proof updated event settings in Ziflow
  1. Triggered by - select the type of request that will trigger the Zibot

  2. Modified in - select the Ziflow folder that will be monitored by this flow


Decision made

Decision made event settings in Ziflow
  1. Triggered by decision made - select what level decision needs to be made in order to activate the flow.

  2. Type of decision - choose the type of decision that needs to be made in order to activate the flow.

  3. Created in - select the Ziflow folder that will be monitored by this flow.


New comment/reply

New comment/reply event settings in Ziflow
  1. Triggered by new comment / new reply - choose which option should activate the flow.

  2. Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.

  3. Created in - select the Ziflow folder that will be monitored by this flow.


Comment resolved

Comment resolved event settings in Ziflow
  1. Created in - select the Ziflow folder that will be monitored by this flow.


Comment labeled

Comment labeled event settings in Ziflow
  1. Comment is labeled as - select which label(s) should trigger a Zibot.

  2. Created in - select the Ziflow folder that will be monitored by this flow.


Stage updated

Stage updated event settings in Ziflow
  1. Triggered by - select which type of the stage updated event should trigger the Zibot

  2. Modified in - choose the Ziflow folder that will be monitored by this flow.


Stage started

Stage started event settings in Ziflow
  1. Triggered by - select which type of the stage updated event should trigger the Zibot

  2. Modified in - choose the Ziflow folder that will be monitored by this flow.


Setting up Trello Zibot action

After saving the event flow triggers, choose a Trello Zibot action that will pass information set in the previous step directly to Trello:

Setting up Trello Zibot actions in Ziflow

Use the following Zibots:

  1. Search Trello boards - with this Zibot you can search Trello boards:

    Search Trello boards Zibot configuration

  2. Create Trello card - with this Zibot you can add new cards to your Trello lists:

    Create Trello card Zibot configuration

  3. Move Trello card to a list - with this Zibot you can update the required task in the ClickUp workspace:

    Move Trello card to a list Zibot configuration

  4. Search Trello cards - with this Zibot you can search through Trello cards:

    Search Trello cards Zibot configuration

  5. Search Trello lists - with this Zibot you can search through Trello lists:

    Search Trello lists Zibot configuration

  6. Send comment to a Trello card - with this Zibot you can update the values of the task's custom fields.

    Send comment to a Trello card Zibot configuration

  7. Create attachment on a card - use this Zobot if you want to add any attachments to Trello cards:

    Create attachment on a card Zibot configuration

And you're done! Ziflow will now send or update data in the user's designated Trello account.


Trello flow examples

Create Trello cards for newly created proofs in Ziflow

Once Ziflow is connected with Trello, you can start setting up Trello flows. With this flow example in place, newly created proofs in Ziflow will trigger flow, adding cards on the Trello end.

1. Create a new flow and select the needed event trigger. In this case, it will be a New Proof/Version. You can narrow down proofs that will trigger the automation by configuring event settings. In my case, each created proof should trigger the Trello flow.

Create a flow with a New Proof/Version as a flow event trigger

2. Add the Search Trello boards Zibot to your flow. Inside the Zibot configuration, I've typed "Board" because later I want to create cards in a board called "My company board".

Add the Search Trello boards Zibot to your flow

3. Add the next Zibot which is Search Trello lists. For the Board field, I used the outcome from the previous Zibot which I selected from a token list. Inside query, I typed in because this is one of the lists that I use in my board. This is also the list where new cards will be added.

Add the next Zibot which is Search Trello lists and fill out all necessary fields

4. Next Zibot will be the Create a Trello card action. Use a token to pull the List ID from the previous Zibot. In the name field, I entered a proof name using a token, and inside the description, I decided to put the proof ID token.

Adding and configuring Create a Trello card Zibot

5. The last Zibot in this flow will be the Create attachment on card action. It will add an attachment to the newly created card. Card ID can be pulled from the previous Zibot using a token selector. For the attachment URL, I used a proof public link also picked from a token selector.

Adding and configuring Create attachment on card Zibot

6. Check if adding a new proof in your account will trigger automation.

Test if the proof works by submitting a proof in Ziflow

Move Trello card when a proof is approved

1. Create a new flow with Ziflow as an application. The Decision made event trigger should be selected. I've selected the Approved decision on a proof level in configuration. You may use a different configuration that works for your use case.

Create a new flow with Ziflow as application and select The Decision made as an event trigger

2. Add the Search Trello boards Zibot. For the query field, I typed Board.

3. In the next step you'll need to add the Search Trello cards Zibot. Inside the Query field, please select Proof ID from a token selector.

Adding and configuring Search Trello cards Zibot

4. Next should be the Search Trello lists Zibot. Please use an output ID from the Search Trello boards action or pick the board manually from the list. For a Query field, I entered Done because this is a list where my card should be moved to.

Adding and configuring Search Trello lists Zibot

5. The last step of our flow will be an action to Move Trello cards to a list. For the Board field, please use the ID from the first Zibot (Search Trello boards) and enter the list ID inside a query field.

Adding and configuring the Move Trello cards to a list Zibot

6. Save the flow and check if the card is moved to the configured list after the proof is created and the final status is calculated.

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