# Create Trello cards

This how-to covers how to make use of the Trello action to create cards when someone interacts with your apps.

If you don't have a Trello account, you can create one here (opens new window).

Routegy (opens new window) + Trello (opens new window) is especially useful for managing supply requests, purchase orders, and curbside pickups.

# Create the action

Follow the steps below to create a action for sending email notifications.

# Step 1: Choose a workspace

Start by making sure you're in the desired workspace. Hover over the menu bar dropdown to choose.

An expanded dropdown containing a list of available workspaces in the Routegy admin app

# Step 2: Open the new action dialog

Select the Actions tab within the workspace view and click the + New Action button. This will launch a dialog for creating a new action.

Highlighting the actions tab and 'New action' button within the Routegy admin app

# Step 3: Select the Trello action type

From the action creation dialog, select Trello from the Action type dropdown list.

An expanded dropdown containing a list of available action types with 'Trello' highlighted in the Routegy admin app

# Step 4: Enter your API information

Enter your API Key/Token for the Trello account you wish to use.

Looking for OAuth?

Hang tight, we're working on it!

The Trello API key and API token fields in the 'New action' dialog in the Routegy admin app

# Step 5: Specify which list to use

Enter the List ID for the Trello list you wish to use.

To find this, perform the following steps:

  • Open the board that contains the list you wish to use. In the address bar, you will see a URL like https://trello.com/b/3fdtL4eS/office-demo.

  • Change the value in your address bar to https://trello.com/b/3fdtL4eS.json?fields=id,name&lists=open using your unique board identifier.

  • This URL will display all open lists on your Trello board. Choose the one you want and capture the id value. In this example, we're using the Things To Do list with an id of 5d700d11bb1d6f12643ace12.

Finding a Trello list ID in Trello's JSON output

The board ID is unique to you!

  • The 3fdtL4eS value used in this example is a unique board identifier and the value for your Trello board will be different.
The Trello list ID field in the 'New action' dialog in the Routegy admin app

# Step 6: Finish configuring your action

Customize the name and description of you card by providing your own Jinja2 template (opens new window) (optional), and click on + Create action to complete the process.

The completed 'New action' dialog and highlighting the 'Create action' button in the Routegy admin app

# Attach the action to an app

Follow the steps below to attach the Trello action created above to one or more apps.

# Step 1: Choose an app

Select the Apps tab within the workspace view and select the app you wish to create Trello cards.

Highlighting the Apps tab and selection of a 'Coffee machine' app within the Routegy admin app

# Step 2: Open the app editor

From the app dialog, click on the Edit button.

A 'Coffee machine' app in the app editor with the Edit button highlighted in the Routegy admin app

# Step 3: Add your new action

From the app edit dialog, type in the name of your action in Actions list. The name will autocomplete as you type.

The Trello action being added to a 'Coffee machine' app using the app editor in the Routegy admin app

# Step 4: Save your changes

Click on the Save changes button and you're done!

Highlighting the 'Save changes' button in the app editor in the Routegy admin app

# Step 5: Wait for app interactions

Now that your app is configured, you just wait until someone interacts with it. Once they do, you'll automatically have a card created in Trello for you that looks something like this.

The Trello interface showing a card created in a list by an interaction with a Routegy app named 'Coffee machine' using the Trello action defined earlier in this tutorial