Trello

With Trello for weForms, easily integrate your Trello boards and lists with weForms. You can create Trello cards through this extension. Using this extension you can access your Trello boards from your WordPress backend. Subscribers fill up the form, submit query, and that form turns into a Trello card for the board that you choose. You can control multiple Trello boards at the same time and can assign cards into them.  

Few easy steps will give you all these incredible opportunities within you weForms plugin.

Configuration

  1. With weForms Pro installed in your WordPress site, you can integrate Trello. First you have to activate Trello. Go to wp-admin > weForms > module. Here you will find all your email marketing providers. Activate Trello using the Enable button as shown below.Please note that you need to have weForms Business or Developer package in order to use the Trello integration.
  2. Next, navigate to : wp-admin > dashboard > weForms > settings. If you already have a Trello account, you will see Authorize Trello button and you are good to go. Otherwise, sign up into Trello and then come back here.
  3. Authorize your Trello account within weForms.
  4. You will be asked to authorize Trello by signing in to your account from a pop-up modal window.
  5. Click on Allow.
  6. When it is successful, you will see in in your weForms>Trello Settings dashboard:

  7. Next navigate to: weForms > all forms > blank form > create a new form or open an existing form.
  8. Click on the Integrations tab. And activate the toggle button for Trello.
  9. Click on the Update button beside each field to obtain the Trello elements.
  10. Again, click on Update button. Select the Trello List for subscription and members:
  11. Click on Update button. Select the Trello members who you want to assign the cards to: 
  12. Fill up the Card Name and Card Description fields.
    The Card Name is the Trello card name, and Card Description is the Trello card description field. Here, you input the Trello fields with form fields with the given shortcodes in the manner that you want to appear in your Trello card when the card is created.The name and description could be anything, like Contact Name, Form Name, Contact Subject, etc. You can select multiple shortcodes also!
  13. Hit Save Form on the top right and click on preview. You will see the form through which you can add card in Trello.After you are done saving the form, publish the page using the given shortcode. Check out this documentation for how to publish a form on weForms.
  14. Alternatively you can simply navigate to wp-admin>Pages>Add New. Then click on Add Contact Form button.
  15. Select your form from the drop-down. Then click on Insert Form. And then on Publish.
  16. After publishing the form, use the built-in link to fill up the form.

View after form submission

Users need to fill up the form from web frontend and hit submit query:Trello cards will be instantly created when a user submits a form. And admins will be able to view them in the board and list with which they integrated the form.

Data that have been submitted through forms by the subscribers will show up in the card. Every form submit results into a new card in the specified board.

As you can see below, the Trello card name has been integrated with {form_name} and {field:subject} shortcodes of the respective form fields, as chosen in the Integrations tab. Also notice that the card description has been integrated with the {name-full:name}, {field:email} and {field:subject} shortcodes, so that it has taken the data from those form fields.

For example, this card in the screenshot below was specified  in Tutorial board, so it shows up there once the subscriber submitted query.

There you go! Your weForms plugin is now integrated with Trello.

Now every time a new submission enters your database, a new Trello card will be created in this board.

Quick Overview of the module