Trello
Trello is a web-based, collaboration tool used to organize projects with the use of boards, lists and cards. A Trello board is a series of lists containing cards that represents tasks. You can move cards in and between lists to group or prioritize tasks, as a simple way to see what tasks need to be done. In the context of Nintex Automation Cloud, Trello is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. used to create connections for Trello actions. Use Trelloactions A tool for building the processes, logic, and direction within workflows. to create, update, delete, and move cards between boards, add labels to cards, and retrieve board information. For more information, the Trello website.
Create a Trello connection
Trello connections requires you to grant permissions to read and write all user and group data. They also require an auto-generated key (API key) and token (Api key) for a valid Trello user. For information about creating a key and token, see https://trello.com/app-key.
Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.
Create a Trello data lookup
Use the Trello data lookup to create a drop-down list of Trello board labels, board members, cards, checklists, or lists in a form. Each data lookup is configured for a specific user. You can create as many data lookups as you need. For more information on creating a data lookup and assigning permissions to it, see Data lookups.
For example, to allow users to select a specific card in a form, add a drop-down list of cards to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup form control uses a Trello - Get cards data lookup to list the cards in a list.
Trello data lookup fields
When you create a Trello data lookup, you can configure additional fields to specify which board labels, board members, cards, checklists, and lists the data lookup should retrieve.
To access the data lookup fields, in the Add data lookup section, select the Connector and the Operation.
These operations are available:
- Get board labels: List all the board labels in Trello.
- Get board members: List all the members of a board in Trello.
- Get boards: List all the boards in Trello.
- Get cards in a list: List all the cards of a list in Trello.
- Get checklists on a card: List all the checklists on a card in Trello.
- Get lists: List all the lists in a board in Trello.
The following configuration fields are displayed depending on the operation selected.
Operation |
Field or Selection |
Description |
---|---|---|
Get board labels | Connection | The connection to use for the data lookup. |
Board | The TrelloBoard you want to get board labels from. | |
Get board members | Connection | The connection to use for the data lookup. |
Board | The Board you want to retrieve members from. | |
Get boards | Connection | The connection to use for the data lookup. |
Get cards in a list | Connection | The connection to use for the data lookup. |
Board | The Board the list containing the cards belong to. | |
List |
The list in Trello that contains the card you want. |
|
Get checklists on a card | Connection | The connection to use for the data lookup. |
Board | The Board containing the list with the card. | |
List | The List containing the card. | |
Card |
The card containing the checklists you want to retrieve. |
|
Get lists | Connection | The connection to use for the data lookup. |
Board | The Board containing the lists you want to retrieve. |