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Creating a Trello Task

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Creating a Trello Task


Setup a Trello Task to send a message to a Trello card. 

1. In a SmartConnect Integration go to the ‘Tasks’ Tab.

2. Click ‘Add Task’.

3. Name – Friendly name for the task.

4. Type – Select ‘Send Message to Trello’.

5. Stage – Select a stage of the integration process to trigger the task.

6. Connection – The Trello Odata connection to use.

7. Board – Trello Board containing the desired Card.

8. List – Trello List containing the desired Card.

9. Card – Trello Card to send the message to.

10. Include Validation Errors To – If selected, an attachment of process errors will be included in the Trello message.

11. Message – Format the body of the message and include relevant global variables and source variables.

Note: Source Variables are only available on document level tasks. 

12. Click Save.


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