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Integration to Trello via Zapier

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.

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Steps to connect Fluix and Trello in Zapier

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:

Screen Shot 2020-04-14 at 6.47.19 PM.png

3. In Fluix copy Authorization link to PowerBI and paste it in Zapier below:

Screen Shot 2020-04-14 at 6.53.21 PM.png

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.

Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.