Trello

The Trello connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Trello actions. Use Trello actions 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.

Create a Trello connection

You can create connections from the Automate or Designer page.

  • Nintex Workflow Cloud uses the Nintex Workflow Cloud - Trello Connector to create Trello connections. The connection requires you to grant permissions to read and write all user and group data.
  1. On the top navigation bar, click Automate, and then select Connections from the left navigation.
  2. On the Connections page, click Add new.

  3. In the Add a new connection section that opens, fill in the following.

    In this field

    Select or enter the following
    Connector Trello
  4. Click Connect.

  5. In the Connection window, fill in the following fields.

    In this field

    Select or enter the following
    Connection name A name for your new connection.
    API key (key) An auto-generated key for a valid Trello user. For information about creating a key, see https://trello.com/app-key.
    Api Key (token) An auto-generated token for a valid Trello user. For information about creating a token, see https://trello.com/app-key.
  6. Click Connect.

  7. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  8. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

    9. The new connection is listed in the Connections page.

    • On the top navigation bar, click Automate > Workflows, and then select the required workflow.

      • (Or)

    • On the top navigation bar, click Automate > Create workflow.
  2. Click the action you want to add the connection to open the configuration panel.

  3. In the drop-down list for Connection, select Add new connection. A new window is displayed to enter connection details.

  4. In the Connection window, fill in the following.

    In this field

    Select or enter the following
    Connection name A name for your new connection.
    API key (key) An auto-generated key for a valid Trello user. For information about creating a key, https://trello.com/app-key to create a key.
    Api Key (token) An auto-generated token for a valid Trello user. For information about creating a token, https://trello.com/app-key to create a token.

  5. Click Connect.

  6. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  7. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

    8. The new connection is listed in the Connections page.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

 Delete

Assign
permissions

Owners
Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.

    3. The corresponding permissions window is displayed.

  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.

Create a Trello data source

Use the Trello data source to create a drop-down list of Trello board labels, board members, cards, checklists, or lists in a form.

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 control uses a Trello - Get cards data source to list the cards in a list.

You can create a data source to:

  • Get board labels: list all the board labels in Trello.
  • Get board members: list all the members of a board 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.

Each data source is configured for a specific user. You can create as many data sources as you need.

To add a Trello drop-down list to your form:

  1. Create your Trello data source.

    2. See Data sources.

  2. Add a data lookup form control to your form and configure it to use your new data source.

Assign data source permissions

Permissions enable you to manage access for other users to use, edit, and delete data sources.

  Use

Edit

 Delete

Assign
permissions

Connection owners

 ✔ ✔ ✔ ✔

Data source editors

 ✔ ✔ ✔ ✘
Data source users ✔ ✘ ✘ ✘

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign data source permissions from the Data sources page:

  1. On the Data sources page, click for the required data source.
  2. From the menu, select Permissions.

    3. The corresponding data source permissions window is displayed.

  3. To assign permissions:
    • In the Data source editors field, type the name of the user, and select from the list.
    • In the Data source users field, type the name of the user, and select from the list.
  1. Click Save Permissions.

Trello data source fields

When you create a Trello data source, you can configure some additional fields to specify which board labels, board members, cards, checklists, and lists the data source should retrieve.

Section

Field or selection

Description
Add new data source Operation Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
  • Trello - Get board labels:
    • Board: Select the Board you want to return labels for.
  • Trello - Get board members:
    • Board: Select the Board you want to retrieve members from.
  • Trello - Get cards in a list:
    • Board: Select the Board the list containing the cards belong to.
    • List: Select the List the cards belong to.
  • Trello - Get checklists on a card:
    • Board: Select the Board containing the list with the card.
    • List: Select the List containing the card.
    • Card: Select the Card containing the checklists you want to retrieve.
  • Trello - Get lists:
    • Board: Select the Board containing the lists you want to retrieve.