Trello Plugin

Available on plans: Professional, Premier, Enterprise

Use the Trello Plugin to create new Trello cards from new form responses.

✨ Tip: You can customize each Trello card title by assigning a Custom Name value of TRELLO_CARD_TITLE to a form field. This will make the title reflect the user’s form response data. The plugin also supports Start Date and Due Date functionality.

Setup the Plugin

Navigate to the Plugins tab on your selected form, choose “Trello” then click the Connect to Trello button to launch the authorization popup:

This opens an authorization window where you can select an account or sign in. Click “Allow” once logged in to grant the plugin permission:

Connect to Trello Authorization and select your account

Once Trello is authorized, we’ll display all the Boards you belong to.

Select which Board and List to create cards, click “Save”, and you’re good to go:

Once setup, you’ll see a direct link to your chosen Trello Board for one-click access.

From now on, every time a user submits your form, the Trello Plugin will create a new card for you.

Customization

Card Title

By default the Trello Plugin uses the form’s name for each new card.

To create Trello cards with a Card Title based on the form response data, add TRELLO_CARD_TITLE as the custom name for a field.

Let’s assume this form that has a Task Name, we want the value of that to be set as the Trello card title:

Example form to use with our Trello Plugin

To do this, click “Edit” on a relevant form field, select “More Options”, and enter TRELLO_CARD_TITLE in the “Custom Name” field:

Entering TRELLO_CARD_TITLE as the custom name value

Now when we enter data into the form, it will connect that field with the Trello Plugin to tell it to create the card title from that field value:

Entering the task name into our Trello example form for creating a new task

The Trello card is then created with the title based off the entered value when the form is submitted:

Viewing the newly created Trello card inside the Trello workspace

When clicking the Trello card, all other response data is included in the main description:

Expanding the Trello card to reveal the rest of the form response

Card Start Date

Now let’s assume we want to add a Start Date to our Trello card, first create a field with a Date Field and add TRELLO_CARD_START as the Custom Name inside the “More Options” toggle:

Entering TRELLO_CARD_START as the custom name value

This tells the Trello Plugin to use this field value as the Start Date. We can then test our form by selecting a date value:

Entering the task name and start date into our Trello example form for creating a new task

When submitted, you’ll see the Starts: note added to the Trello card.

Viewing the newly created Trello card inside the Trello workspace with a 'Start:' date

When clicking the Trello card, it will reveal the Start Date in the Dates sidebar option, which can be adjusted if required:

Expanding the Trello card to reveal the Trello Start Date value

Card Due Date

Let’s now add a Due Date to a Trello card using the Trello Plugin. Add another Date Field and add TRELLO_CARD_DUE as the Custom Name inside the “More Options” toggle:

Entering TRELLO_CARD_DUE as the custom name value

This tells the Trello Plugin to use this field value as the Due Date. We can then test our form by selecting a date value:

Entering the task name, start and due date into our Trello example form for creating a new task

You’ll then see the newly created Trello card after submitting the form, with the Start and Due dates:

Viewing the newly created Trello card inside the Trello workspace with start and due dates

When clicking the Trello card, it will reveal the Due Date in the Dates sidebar option, which can be adjusted if required:

Expanding the Trello card to reveal the Trello Due Date value

That’s it! You can contact us for help anytime.