trello

Trello Add-On

Added: December 2, 2020
Requirements:

The Functionality Form must be completed, and the PDF added to the project.

Customer will need to have a Trello account and then log into it via their site in order to authorize the connection.

read more
Performance:
Safe to use. May cause a minor drop in performance.
Support Scope:

Supported – Installation, troubleshooting and, technical support IS provided.

read more

Description

The Gravity Forms Trello Add-On is a collaboration tool that allows you to streamline your workflows by automatically adding form submissions to your Trello boards. Easily set up the add-on to create a new Trello Card for each new form entry, adding the information you need and displaying it on the appropriate Trello board and list to ensure it gets processed with all other tasks.

The plugin works with Gravity Forms’ built-in conditional logic functionality, enabling you to set conditions on form submissions. Only create new Trello Cards if the conditions are met, giving you control over the data added to your workflows.

 

When to Use Trello Add-On

Use this plugin if specifically requested by a customer who uses Trello and wants to use Gravity Forms to automatically create Trello Cards and Assign Members and Labels when a form is submitted.

Details & Setup

Support & Requirements

Support Scope:

We will install, activate, and configure settings based on the generated PDF worksheet.


Requirements for Setup:

The Functionality Form must be completed, and the PDF added to the project.

Customer will need to have a Trello account and then log into it via their site in order to authorize the connection.



More information: Click Here

Installation

  1. Download plugin from VPB
  2. Go to: dashboard > plugins > add new > upload plugin > install now
  3. Activate the add-on


Functionality Path:

Premium>Forms>Project Management>Trello Integration

Configuration

Reference the link(s) below for how to setup Trello Add-On:

About:
Use Case(s): Project Management

Support Scope:
Supported
Performance:

Supported Plan(s):

Functionality:

Availability:

Related Features:

Supported Feature requests require a PDF Worksheet be generated using the Functionality Form, and the PDF Worksheet must be added to the project.

Functionality Path:
Premium>Forms>Project Management>Trello Integration