Integrating with Trello

A common scenario for our smaller B2B-customers is that they use Triggerbee + Trello as their CRM-solution when they don't have access to a pure CRM-tool or are tired of messy excel sheets. If this applies to you and your business, keep on reading.

Triggerbee lets you

  • Create new cards on any of your boards
  • Update existing cards with new information 

1. How to integrate Trello with Triggerbee

1

Log in to your Trello account and follow this link: https://trello.com/app-key
It should show your API Key. Copy the Key and save it in a text editor for later. Make sure not to add any extra spaces or characters. 

2
You need to convert your API Key to an API Token. To do so, change the  application_key_here (red part) in the link below to your copied API Key. 

Before: https://trello.com/1/authorize?key= application_key_here&scope=read%2Cwrite&name=Triggerbee&expiration=never&response_type=token
After: https://trello.com/1/authorize?key= 72c808f908asd57ba201f&scope=read%2Cwrite&name=Triggerbee&expiration=never&response_type=token

3
Open the link in your browser. In the prompt that appears, allow Triggerbee to access your Trello-account. You should be redirected to a webpage like this, were you will find your API token. Copy the token and save it in a text editor for later. Make sure not to add any extra spaces or characters. 

2. Activate the integration

1
Navigate to Apps Marketplace in your Triggerbee account and activate the Trello integration App.
2
Enter your API Key and Token as saved in previous steps. Press Save.
3
Open the app again to select what board you want to integrate. Press Save again.
4
Now you're done with the Trello integration! Please give Triggerbee a few minutes to set up, and then you will be able to see the Trello button in the Insights section, and the available Trello actions in Automations. 

Note: If you can't see the Trello button in Insights even after a while, please try to log out and back in.

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