Zapier is a platform that allows you to connect different software tools with each other.
Trello is a team collaboration tool that lets you organize everything to keep your projects on task. You can capture tasks for a project and create a board of ‘cards’ in the order they need to be completed.
By connecting a document management software with Trello via Zapier you can create Trello cards automatically once a document is completed in Fluix.
If you don’t have any document management software yet, consider Fluix.
Create your Fluix account.
To configure the integration, follow the next steps:
1. Log into Fluix, under the Data section and navigate to Datasets
2. Select a dataset or its filtered view, click ‘Export’ and copy username and password to the screen below:
3. In Fluix copy Authorization link to PowerBI and paste it in Zapier below:
4. Then in Zapier add Trello, choose action event ‘Create Card’
5. In description field, add the fields you need to be added to a card
6. That’s it! Once a document is completed in Fluix, a new card will be automatically created in Trello.
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