How to Automatically Create Trello Cards From Your WordPress Forms

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.

Create Your WordPress Trello Form Now

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.

WPForms is the best WordPress Form Builder plugin. Get it for free!

This is how we’ll connect WordPress to Trello to create cards from your form entries.

Step 1: Install the WPForms Plugin and Zapier Addon

The first thing you need to do is to install and activate the WPForms plugin. Here’s a step by step guide on how to install a WordPress plugin if you need help.

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.

Accessing the WPForms addons screen

On the next screen, find the Zapier addon and click Install Addon.

Installing the Zapier 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.

Adding a new form in WPForms

Then name your form and select your template.

Selecting the Request a Quote form 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.

Saving your form

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.

Preview your form

Then just fill out your form and hit Submit.

Creating a test entry to connect a Request a Quote form to Zapier

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.

Creating a new ZapOnce the Zap setup wizard launches, select WPForms as your trigger app.

Choosing the WPForms app event in Zapier

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.

Choosing New Form Entry as the trigger for a Zapier zap

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.

Choose your WPForms account to connect to Zapier

This will open a popup window where you’ll need to enter your Zapier API key and your site’s URL.

Allowing Zapier to access WPForms

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.

Copying the Zapier API key in the WPForms settings

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.

Connecting your Request a Quote form to Zapier

Then click Continue again. You’ll now be prompted to test your trigger. Click the Test trigger button to proceed.

Test trigger

Zapier will look for the test entry you submitted earlier and pull it up.

A Zapier test entry for a Request a Quote form

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.

Choosing Trello as your action app in Zapier

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.

Selecting Create New Card as the action in Trello

Next, you’ll need to sign in to your Trello account. Click the Sign in button in Zapier.

Signing in to Trello via Zapier

This will open a popup where you’ll log in to Trello. Enter your credentials and click Continue.

Trello login popup from Zapier

Then you need to give Zapier permission to access your Trello account. At the bottom of the popup, click Allow.

Allowing Zapier to access your Trello account

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.

Trello accound connected in Zapier

Now you’ll set up the template for the new cards that will be created from your form entries. You have to select a BoardList, and Name. We’ve also added a description by mapping the Request field from our form.

Connecting fields from your form to your Trello card template in Zapier

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.

Testing your Trello connection in Zapier

If everything is set up correctly, you’ll see a success message.

A success message in Zapier for a WPForms Trello Zap

Don’t forget to publish your Zap to make the connection live.

Publishing your Trello Zap

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.

Create Your WordPress Trello Form Now

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.

If you like this article, then please follow us on Facebook and Twitter for more free WordPress tutorials.

Using WordPress and want to get WPForms for free?

Enter the URL to your WordPress website to install.

Comments

  1. I have a question: Why not just use the Mailadress of the Trello-Board as adress for the form? I guess with zapier you can create more sophisticated tasks, but if I just want to send the answer to the form to a trello board that would work, would it?

    Thank you,
    Angie

    1. Hi Angie!
      Great question. In principle, WPForms won’t care which email address you are using, it will simply try to send the form data to the chosen email address. SO if it is a Trello board email address it should deliver the data there. However, it is a question of how Trello will recognize that data and if it will create a card with the data received from WPForms.
      I will personally try this to see if it works, and you are welcome too!
      Please let us know!
      Have a good one 🙂

Add a Comment

We're glad you have chosen to leave a comment. Please keep in mind that all comments are moderated according to our privacy policy, and all links are nofollow. Do NOT use keywords in the name field. Let's have a personal and meaningful conversation.

This form is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.