How to create a "Trello Card" using CDP 365

Create destination "Trello"

For creating Trello card purpose, destination Trello has been designed and implemented.

Destination Trello is in the "Webhook" channel.

Channel Webhook

For using this destination, some informations are required as follow:

• App-key and token

• List ID

• Member ID

Required fields

App-key and token

App-key and token can be obtained from the website : https://trello.com/app-key

Get app-key and token

List ID and Member ID

• List ID: where the Trello Card will be created

• Member ID: which member will be assigned to the card. You can add more than 1 member ID and separate them with commas

In order to get "List ID" and "Member ID", you can follow the instructions below:

1. Go to your Trello board

2. Add ".json" to end of the URL

3. Format the JSON so it's readable (you can find a JSON viewer online)

4. Search for "List ID" and "Member ID"

Add '.json' to end of the URL

Format JSON on a JSON viewer online

List ID

Member ID

Set up journey to create a "Trello Card"

1. After you have logged in, click on the Menu icon in the left corner of the screen
2. Select menu as follows: "MARKETING HUB" >> "Customer Journeys"

Customer Journey

3. Select "Webhook" channel -> Click icon

Channel webhook

4. Select the account you want to create Journeys on.

Select account

5. Set up the necessary information for Journey

Node Scheduled Trigger

6. Add destination Trello

Destination Trello

7. Choose the correct destination that users want to create the Trello Card

List of destinations

8. Enter the title and content of the Trello Card

• Name: title of the card

• Description: content of the card

Title and content of trello card