Integrating Trello with Ziflow lets teams extend their Ziflow online proofing operations to Trello users can automatically create and update lists and tasks in Trello for new proofs, comments, decisions, and more to keep their team up to date

Available on: Pro Enterprise

Before setting up the integration between Ziflow and any third-party tool, you need to connect Ziflow with the application.

Each user must create their own Trello connection to link cards to Ziflow proofs. This is a security measure. It ensures that users can only access and link to items they have permission to view in Trello, rather than inheriting access from an admin or another user.

Generate an access token in Trello.

Go to the Trello website.
Allow Ziflow to read and update your Trello data.
Copy the generated access token. Save it in a text file for the next step.
Log into Ziflow. From the main navigation pane, select the Connect tab.
Select Applications to open the applications list. Find the Trello application and select Connect.
Enter a Connection name (example: Ziflow) and add the generated access token in the Access token field. Select Connect.
Select the Trello tile again, choose the Settings tab, and select Show next to the Application fields on a proof to enable SharePoint fields at the proof level.

Set up Trello automated flows

Once Ziflow and Trello are connected, you can set up automated flows to send information to Trello.

Before you begin, connect your Ziflow app. See Connect your Ziflow app.

Choose Connect and select Create Flow in the upper-right corner of the window.
Select Ziflow as the Application and choose which Event you want to start the integration. For more information, see Ziflow events.
Add a Trello Zibot action to continue.

Trello Zibot actions

After choosing a Ziflow event, choose a Trello Zibot action that will pass the information from the Ziflow event to Trello.

Search Trello boards

Create Trello card

Move Trello card to a list

Search Trello cards

Search Trello lists

Send comment to a Trello card

Create attachment on a card

Search Trello boards

Use to search for Trello boards. Enter a query name or use a token. Ziflow will look through Trello boards for matching names.

Field	Description
Query	Enter a file name or use a token

Select partial query to search for content that starts with any word in your query.

Create Trello card

Use to create new cards in your Trello lists.

Field	Description
Query type	Choose to select a list from a board or provide the list from an ID or previous Zibot
Board	Select your board form the list
List	Select your list
List ID	If providing a list ID, enter it or reference a search from a previous Zibot
Name	Enter a name or use a token
Description	Enter a description or choose a token

Move Trello card to a list

Use to move a Trello card to a different list.

Field	Description
Query type	Choose to select a list from a board or provide the list from an ID or previous Zibot
Board	Select your board from the list
Card	Select your card to be moved
List	Select the list the card will be moved to
Card ID	Enter the card ID or use a token
List ID	Enter the list ID (you may need to use an application like Postman to get the ID) or use a token

Search Trello cards

Use to search for Trello cards. Enter a query name or use a token. Ziflow will look through Trello cards for matching names.

Field	Description
Query	Enter a file name or use a token

Select partial query to search for content that starts with any word in your query.

Search Trello lists

Use to search Trello lists.

Field	Description
Query type	Choose to select a list from a board or provide the list from an ID or previous Zibot
Board	Select your board from the list
Query	Enter a query or select a token

Send comment to a Trello card

Use to add comments to a Trello card}.

Field	Description
Card ID	Enter a card ID or use a token
Comment text	Enter {$.comment.comment}

Create attachment on a card

Use to add an attachment to a Trello card.

Field	Description
Card ID	Enter a card ID or use a token
Attachment URL	Enter a URL or use a token
Set as a cover	Enable to use the image file as a cover for the card

Connect Ziflow proofs with Trello cards

Once you've connected Trello to Ziflow, you can start manually linking proofs with the Trello cards from the Integrations tab while creating proofs or editing proof details.

Integration fields must be enabled in the application settings to be used while configuring or editing proofs.

To connect proofs with integration tasks, open the Integrations tab and select the Trello card details (Board, List, and Card).

Trello flow examples

API Reference Page

Follow the instructions on how to:
Please note that before setting up the integration between Ziflow and any third-party tool, it is necessary to connect Ziflow with the external application first. The process of connecting Ziflow to external applications can be found below.

How to Connect with Trello

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

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.

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.

You will be presented with the event details page, which will vary depending on which event you selected. There are nine different types of events:
New proof/version
1. Triggered by - select the type of request that will trigger the Zibot.
2. Created in - select the Ziflow folder that this flow will monitor.
3. Created by - select the user who will be responsible for this flow activation.
Proof updated
1. Triggered by - select the type of request that will trigger the Zibot.
2. Modified in - select the Ziflow folder that this flow will monitor.
Decision made
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 decision that needs to be made to activate the flow.
3. Created in - select the Ziflow folder that this flow will monitor.
New comment/reply
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 this flow will monitor.
Comment resolved
1. Created in - select the Ziflow folder that this flow will monitor.
Comment labeled
1. Comment is labeled as - select which label(s) should trigger a Zibot.
2. Created in - select the Ziflow folder that this flow will monitor.
Stage updated
1. Triggered by - select which type of the stage updated event should trigger the Zibot. There are three types of stage update events: reviewer added, reviewer removed, stage locked, and deadline changed.
2. Modified in - choose the Ziflow folder that this flow will monitor.
Stage started
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.
Comment reaction
1. Triggered by - choose if you want to trigger a flow based on reactions added to comments or replies.
2. Comment reacted with - select what type of reaction should trigger a flow.
3. Created in - select the Ziflow folder that is going to be monitored by this flow.
Setting up Trello Zibot action

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

Use the following Zibots:
1. Search Trello boards - with this Zibot, you can search Trello boards:
2. Create Trello card - with this Zibot, you can add new cards to your Trello lists:
3. Move Trello card to a list - with this Zibot, you can move a Trello card to a different list:
4. Search Trello cards - with this Zibot, you can search through Trello cards:
5. Search Trello lists - with this Zibot, you can search through Trello lists:
6. Send comment to a Trello card - with this Zibot, you can update the values of the task's custom fields.
7. Create attachment on a card - use this Zobot if you want to add any attachments to Trello cards:
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.

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".

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.

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.

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.

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

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.

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.

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 of where my card should be moved.

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.

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.

Supporting Material:
- FAQ: How can I use JSONPath in Webhook Zibots?
- API Reference Page