Trello

• Connect Trello with MESA
• Configuration
  • Select your Board, Card, or List
  • Create a Card
  • Find an existing Card from a List
  • Update a Card
  • Add a Label on a Card action

Connect Trello with MESA

When you're setting up your first workflow with Trello, you'll need to add your API Key and Secret so that Trello is a connected app within MESA.

You can locate your API Key and Secret by going to this website: trello.com/app-key. Once there, you will immediately see your Key under the Developer API Keys heading. Copy that and paste that into workflow's Trello's step Key field. 

Afterwards, go back to the Trello App Key website and find Token under Developer API Keys. Click on the Token hyperlink in the phrase “you can manually generate a Token.” 

Then, click  Allow to authorize. 

Copy the token and paste that into the Trello step’s  Secret field.

Once the API Key and Secret are entered, click on Add Credential to connect MESA with Trello! Lastly, click on the Done button and hit the Save button at the top of or below the workflow to save your changes.

Configuration

Select your Board, Card, or List

All Trello Triggers require you to select a Trello Board that MESA should work with. If your Trello trigger or action contains multiple fields to select, you must click on the Board ID drop-down menu first.

Then, you can select the additional fields below Board ID, such as Card ID or List ID. Clicking on the additional fields first without selecting a Board ID will display an error.

Create a Card

To create a card on your Trello Board, you can use MESA's Create a new Card action. With this action, there are two required fields:

• Board ID: Select the Board that you want the Card to be created in.
• ID List: Select the List that you want the Card to be associated with. 

Note: You will want to select a Board first and then a List. Selecting a List before selecting a Board will display an error.

Find an existing Card from a List

To add a label to a card, you will need to add quite of a few actions in your workflow.

1. After selecting a trigger (which is used to identify when a workflow is triggered), add a new step and search for Trello. Find the action called:   Get Lists on a Board

2. In the  Get List on a Board's Step Configuration - Board ID field, click in the dropdown menu to select the board that you want to get the List that the card is on.

3. Below the  Get List on a Board step, add a new Loop by MESA step. 

4. Locate the three vertical dots to the right of the  Get List on a Board step. Click on it and click on Copy, next to the step's KEY.  

5. In the Loop's Values to loop over field, enter {{}}. Inside the inner curly brackets, paste the copied key. E.g. {{trello}}

6. Next, add another step below the Loop step, called Filter by MESA. 

7. Locate the three vertical dots to the right of the  Loop step. Click on it and click on Copy, next to the step's KEY.  

8. In the Filter's Step Configuration's first field, enter {{}} again. Inside the inner curly brackets, paste the copied key. Then, add .name to the right of the copied values. E.g. {{loop.name}}

9. For the comparison, you can leave it to Equals. Then, enter the name of the list that the card is located within. Make sure to type it exactly. E.g. New Orders

10. We are halfway there so please click to  Save your workflow! Your workflow should look something like this so far:

11. Below the Filter step, add a new step and search for Trello. Find the action called: Get List of Cards in a List

12. In the Get List of Cards in a List's ID field, click in the dropdown menu and select Custom value. 

13. To the right of Custom value, enter {{}} again. Locate the three vertical dots to the right of the Loop step. Click on it and click on Copy, next to the step's KEY. Inside the inner curly brackets, paste the copied key. Then, add .id to the right of the copied values. E.g. {{loop.id}}

14. Below the  Get List of Cards in a List step, add a new Loop by MESA step.

15. Locate the three vertical dots to the right of the  Get List of Cards in a List step. Click on it and click on Copy, next to the step's KEY.  

16. In the second Loop's Values to loop over field, enter {{}}. Inside the inner curly brackets, paste the copied key. E.g. {{trello_1}}

17. Next, add another step below the second Loop step, called Filter by MESA. 

18. Locate the three vertical dots to the right of the second    Loop step. Click on it and click on Copy, next to the step's KEY.  

19. In the second Filter's Step Configuration's first field, enter {{}} again. Inside the inner curly brackets, paste the copied key. Then, add .name to the right of the copied values. E.g. {{loop_1.name}}

20. For the comparison, you can leave it to Equals. Then, enter the name of the card that you are looking for. If the card you are looking for is dynamic, you can utilize MESA's Variables feature. 

E.g. Order {{shopify.name}}

21. Click to save your changes! Going forward, if you are looking to update the Card within the same workflow, you can go back to Step 18 and copy the step's KEY. 

Your variable for the Card ID field would be: {{Copied Step's KEY.id}}. E.g. {{loop_1.id}}

Your workflow should look something like this:

Update a Card

To update an existing card on your Trello Board, you can use MESA's Update Card action. With this action, there are two required fields: 

• Board ID: Select the Board that the existing Card lives in.
• Card ID: You will be able to find the Card ID by following this step by step tutorial: Trello: Find an existing Card in a List.

Add a Label on a Card action

To add a label to a card, you will need to add several actions in your workflow.

1. After selecting a trigger (which is used to identify when a workflow is triggered), add a new step and search for Trello. Find the action called:  Get List of Labels on a Board

2. In the  Get List of Labels on a Board's Step Configuration - Board ID field, click in the dropdown menu to select the board that you want to get labels from. 

3. Below the Get List of Labels on a Board step, add a new Loop by MESA step. 

4. Locate the three vertical dots to the right of the Get List of Labels on a Board step. Click on it and click on Copy, next to the step's KEY.  

5. In the Loop's Values to loop over field, enter {{}}. Inside the inner curly brackets, paste the copied key. E.g. {{trello}}

6. We are halfway there so please click to Save your workflow! Next, add another step below the Loop step, called Filter by MESA. 

7. Locate the three vertical dots to the right of the  Loop step. Click on it and click on Copy, next to the step's KEY.  

8. In the Filter's Step Configuration's first field, enter {{}} again. Inside the inner curly brackets, paste the copied key. Then, add .name to the right of the copied values. E.g. {{loop.name}}

9. For the comparison, you can leave it to Equals. Then, enter the name of the label that you want to add to a card. Make sure to type it exactly. E.g. New

10. Lastly, add a new step and search for the Trello app. Click on it and search for the action: Add a Label on a Card

11.  In the Board ID field, select the Board that belongs to the Card that you want to add a label for. 

12. In the Card ID field, select the Card that you want to add a Label to.

13. For the Value field, copy the Loop's key and add .id to the right of the copied values. E.g. {{loop.id}}

14. Click to save your changes! Your workflow should look something like this: