WIP_Trello _ Lvl 3

Simulation

Level 3

Trello Training Series

Optimizing Troubleshooting

Powerup Functions

Powerup Integrations

Workflow Design

DO NOT SHARE with anyone.

Once we have our API Key as well as our Token from Trello, it is very important to keep only to yourself. When trying to obfuscate your API Key as well as your token, please use environment variables.

Getting Started:

• Login to your Trello Account.
• Navigate to this page to grab an API Key.
• On the same page, you will need to generate a token, that will need to be used to get authorization for your boards, lists as well as cards.

*Warning: Please be very careful with any requests apart from a GET. Please use a testing environment Trello board.*

API for Custom Integrations

The next steps will require us to visit the documentation of Trello’s API to see what kind of request we’d like to make.

There are four kind of common requests we can make from a REST API:

• GET
• POST
• PUT
• DELETE

With this in mind, please ONLY use a GET request.

HTTP

We will be using Postman to make requests on Trello.

• Create a free account and login.
• Navigate to workplaces in Postman
• Select New and click on

Gathering Tools: POSTMAN

In this example we will just be pulling all the boards associated with our Trello account. Back to Postman, ensure our request type selected is set on GET.

Creating our first Request

• You can set the Name to anything you’d like as this is what everyone else will see.

Now that we have the API Key and Token hidden we can now make our GET request.

• Simply hit the blue Send button on the right hand side.

Next we should see a response down below with all the data we have requested.

Once your APIKey and Token has been entered, next we will want to replace those as variables to ensure security.

• Highlight and right click on {yourKey} in the URL that we replaced, and select 'Set as Variable'.
• Next select + Set as new variable:

Creating our first Request

With Butler you can create:

• Rules that are instantly triggered by a set action.
• Buttons that run action on a card or across an entire board in a single click.
• Due Date commands that run in relation to approaching or past due dates.
• Calendar commands that run at set calendar intervals.

Butler is Trello’s built-in no code workflow automation tool that enables teams to easily and quickly create time saving automations that can perform almost any series of actions in Trello.

Automation with Butler

Setting rules means things will not fall through the crack. Triggers and Actions can be created and performed with you needing to do anything.

Control your Role

With the power of a button you can move your work forward with a simple click. Are you done with this item? Create a 'Done' button and click it to archive or move to the designated list.

Moving Forward with Ease

With Butler you can create an email with its rules that will allow you to send an email without ever opening your inbox.

Integrate Apps

As you use the board, Butler will recognize repetitive actions and create suggestions based on those actions that you can enable in a single click.

Smart Automation Tips

Advanced Custom Fields

Adding Custom Fields

Various Custom Fields Types

Required Feature

TRAINING SITE

GUIDE

Congratulations

HOME

For the URL we will enter:

https://api.trello.com/1/members/me/boards?key={yourKey}&token={yourToken

Next, be sure to replace {yourKey} and {yourToken} parameters with the API Key and Token we gathered earlier; you can do this in the Query Params just below the URL.