Trello

The Trello add-on needs to be installed and activated to see the features mentioned in this documentation. This extension allows you to create Trello cards from your Ninja Forms submissions.

You can control the card name and description from your form inputs, assign members to the card by default, set the card labels and their position. You can also set form inputs as links attached to the cards.

Connecting Ninja Forms to Your Trello Account

Before you can configure your forms to post to Trello, you need to connect Ninja Forms to your Trello account.  To do so you will first, need to log in to Trello and then retrieve your API keys. 

Once you have the API keys, paste them into your Ninja Forms settings, and complete the process by authorizing your connection to Trello.

How to Access Your API Keys

Log into your Trello account.  If you do not have an account you will need to create one.  To do so go to the, Create a Trello Account sign-up page.

In a new tab, open up https://trello.com/power-ups/admin/. Click on ‘New’.

Complete the next page as follows: 

1. Name your new ‘Power-Up’ or Integration.
2. Select your Trello Workspace.
3. Add the URL of the page that your Ninja Forms form is on. It must be an https link. 
4. Add the email address you wish to be reached regarding the Power-Up.
5. Add the email address or support link that users can reach you or your support team at.
6. Add your company name or personal name as the Author of the ‘Power-Up’. Once you have completed the form, the ‘Create’ button in the bottom right corner will become clickable.
   
7. Click ‘Create’ to complete the creation of the ‘Power-Up’
   • Click ‘API Keys’ in the left hand menu.
   • Click ‘Generate a new API Key’.
   • A pop-up will open for you to confirm that you wish to Generate a new API key.
   • Click ‘Generate API Key’.

Once the keys are generated and before you copy them and add them to Ninja Forms, make sure to add an ‘Allowed origins’ – this would be your URL of your page. 

Adding the API Keys to Ninja Forms

Within the WordPress dashboard head over to Ninja Forms > Settings > Trello Settings.  Paste the API KEY and Secret in their respective fields then click the blue Save Settings button at the bottom.

From there you will need to authorize your connection.  To do so go to Ninja Forms > Trello and click the blue Connect with, button.

Grant access and you’re ready to move on.

Once the connection is successful, username will be displayed as shown below:

Creating Trello cards from Ninja Forms Submissions

Data from any submitted form can be used to create a card in your Trello account through the addition of a Trello action to any form.

To add the action to any form, from the Emails & Actions tab click Add New Action and then the Trello action from inside the Actions Window that opens.

You can now configure the Trello action as needed. Select the Organization, Board, and then List you want the cards to be created in, and then set the Card Name, Card Description, and any Attachment Links you desire.

These can all be populated from fields within the form via merge tags selected from the icon to the right of the field.

Advanced Card Settings

You can further configure the card using the ‘Advanced’ section of the action.

Here you can select where the card will be added to the list, either to the top or the bottom. You can set the labels to be added to the card, and which members are assigned to it.