Do you want to automatically create a Trello card from a WordPress form?
You can collect every form submission and organize it in Trello so you don’t need to spend hours copying them manually. In this post, we’ll show you how to connect Trello with your WordPress forms to save time and keep your team in the loop.
Why Integrate Trello With WordPress?
Creating a Trello card from a WordPress form helps you to assign entires to the right person in your organization. A few benefits of integrating your form with Trello are:
- You can ensure that all form submissions get a response within a specific timeframe. To do this, all you need to do is define a due date for cards that are created from WordPress form entries.
- You can keep inquiries organized by defining which board and list the card should be added to in Trello.
- As all entries will be collected and organized in Trello, you can easily track the progress of your form entries.
Now that you know some of the benefits of sending form entries to Trello, let’s take a look at the process of settings this up.
How to Automatically Create Trello Cards From Your WordPress Forms
WPForms is the best form builder plugin for WordPress. It includes several addons that let you connect your forms to a variety of 3rd party platforms. Plus, it integrates with Zapier to give you access to thousands of additional connections.
This is how we’ll connect WordPress to Trello to create cards from your form entries.
In This Article
Step 1: Install the WPForms Plugin and Zapier Addon
Then you’ll want to install the Zapier addon, which lets you connect your forms to over 5,000 web apps including Asana, Jira, and of course Trello. That way, you can save your time by automating different cards.
In your WordPress admin area, go to WPForms » Addons.
On the next screen, find the Zapier addon and click Install Addon.
The addon should then activate automatically. If you need any help with this process, check out our Zapier addon guide.
Step 2: Create a WordPress Form
Next, you’ll need to create a WordPress form using WPForms. We have tons of tutorials on how to create different types of forms, including:
You can create Trello cards from any type of WordPress form you want to build with WPForms. However, for the sake of this example, we’ll be using the Request a Quote Form template.
To get started, go to WPForms » Add New.
Then name your form and select your template.
Once you choose a template, it will load in the form builder. Here you can add, remove, or edit fields as you see fit and customize your form’s settings.
When you’re happy with how your form looks, click Save in the top right corner of the builder.
Step 3: Submit a Test Entry
Next, you need to submit a test entry to your form. You’ll use this entry during the setup process in Zapier, so don’t skip this step!
You can submit your test entry from the form preview page. Click Preview at the top of the from builder to open it.
Then just fill out your form and hit Submit.
Step 4: Connect WPForms to Zapier
Now let’s connect your form to Trello via Zapier.
The first thing you need to do is to log in to your Zapier account and click Create Zap.
Once the Zap setup wizard launches, select WPForms as your trigger app.
Next, you’ll need to choose the app event that will trigger the action in Trello. The only option for WPForms is New Form Entry, so select that from the dropdown and then click Continue.
Now you’ll need to sign in to your WPForms account to connect it to Zapier. Click the Sign in button on the next screen.
This will open a popup window where you’ll need to enter your Zapier API key and your site’s URL.
You can find your Zapier API key in your WordPress admin area. Go to WPForms » Settings » Integrations and look for the Zapier section. Expand it to find your API key.
Just copy your API key and paste it into the popup window. Then click Yes, Continue to close the window and move to the next step.
Now you’ll need to choose the form that you created in the Step 2 from the dropdown.
Then click Continue again. You’ll now be prompted to test your trigger. Click the Test trigger button to proceed.
Zapier will look for the test entry you submitted earlier and pull it up.
If everything looks correct, go ahead and click Continue to set up the second half of your Zap.
Step 5: Connect Zapier to Trello
At this point, everything is set up on the WPForms side. Now you just need to connect Zapier to Trello and it will automatically create a new card whenever someone submits your selected form.
First, select Trello as the action app.
Then choose the action you want to perform when your form is submitted. For this tutorial, that means we’ll select Create Card from the dropdown.
Next, you’ll need to sign in to your Trello account. Click the Sign in button in Zapier.
This will open a popup where you’ll log in to Trello. Enter your credentials and click Continue.
Then you need to give Zapier permission to access your Trello account. At the bottom of the popup, click Allow.
You’ll be taken back to Zapier and see your Trello account added in the setup wizard. Go ahead and click Continue to move on.
Now you’ll set up the template for the new cards that will be created from your form entries. You have to select a Board, List, and Name. We’ve also added a description by mapping the Request field from our form.
There are some optional fields here, too. Once you’re added all the details you want to include in your Trello cards, click Continue. Next Zapier will test your connection to Trello just like it did for WPForms. Click Test action to start.
If everything is set up correctly, you’ll see a success message.
Don’t forget to publish your Zap to make the connection live.
That’s it! You’ve connected WPForms to Trello using the Zapier addon to automatically create a Trello card when someone submits a form on your WordPress site.
Make sure to embed your form in a post, page, or widget so that site visitors can find it easily.
Next, Send Submission Notifications to Users
We hope this guide helped you to automatically create Trello cards from WordPress forms.
Keeping your team in the loop when you get new form entries is crucial. You can automate the process even more with our tutorial on creating multiple notifications in WordPress forms.
What are you waiting for? Get started with the most powerful WordPress forms plugin today.