Gravity Forms Trello Addon GPL v2.1.0

Gravity Forms Trello Addon GPL Overview

The Gravity Forms Trello Addon enables seamless integration between your Gravity Forms submissions and Trello, a powerful project management tool. This addon allows you to automatically create Trello cards from form submissions, streamlining your workflow by organizing tasks directly within Trello.

Key Features:

1. Automate Workflows
   • Automatically create a new Trello card for each form submission, ensuring that tasks and data are added to the appropriate Trello boards and lists. This integration eliminates manual data entry and helps organize your team’s work more efficiently.
2. Assign Members to Cards
   • Assign Trello cards to specific team members automatically based on form submissions. This ensures that no task is overlooked, and every form submission is properly handled by the right person.
3. Add Labels and Due Dates
   • You can assign Trello labels and set due dates for each new card created from a form submission. This helps prioritize tasks and ensures they are processed on time.
4. Attach Files to Cards
   • If your form includes file upload fields, you can automatically attach those files to the new Trello card. This ensures all necessary documentation is readily available for team members working on the task.
5. Seamless Integration with Conditional Logic
   • The addon works with Gravity Forms’ built-in conditional logic to create Trello cards only when certain conditions are met. This gives you complete control over which submissions trigger the creation of new Trello cards.
6. Customizable Settings
   • You can choose the Trello board and list where new cards will be submitted. Additionally, you can customize card details such as labels, due dates, and other important information required for your workflows.

Benefits:

• Streamlined Project Management
  • By integrating Gravity Forms with Trello, you automate the process of transferring form data into your project management system, saving time and reducing the chance of human error.
• Improved Collaboration
  • With automatic card creation and team member assignments, your team can collaborate more efficiently, ensuring that everyone knows what tasks they are responsible for and when they are due.
• Centralized Task Tracking
  • All form submissions that require action are automatically added to your Trello boards, making it easy to track and manage tasks in one centralized location.
• Better Organization
  • Using labels, due dates, and file attachments, you can ensure that each Trello card contains all the information needed to complete the task effectively.

Use Cases:

1. Customer Support
   • Automatically create Trello cards for each customer support request submitted via a form. Assign team members to resolve the issues and attach relevant documents to the cards.
2. Lead Management
   • When a potential lead submits a form, create a Trello card for the lead and assign it to the appropriate sales team member. Track the progress of each lead through your pipeline.
3. Task and Project Tracking
   • Use the addon to automatically create tasks for project management based on form submissions. Assign tasks to team members and set deadlines for better project tracking.
4. Event Planning
   • For event registration forms, automatically create cards in Trello to track attendee details, event logistics, and other important tasks.

How It Works:

1. Install the Addon
   • After installing the Gravity Forms Trello Addon, you’ll need to connect your Trello account to Gravity Forms via the addon’s settings.
2. Configure Form Settings
   • In the form settings, select the Trello board and list where you want new cards to be created. You can also specify labels, due dates, and other details.
3. Use Conditional Logic
   • Set up conditional logic in your forms to determine when a new Trello card should be created. This ensures that only relevant submissions create new tasks.
4. Submit the Form
   • When a user submits the form, a Trello card is automatically created with the relevant data, and assigned to the appropriate team member with all necessary information attached.

The Gravity Forms Trello Addon is an essential tool for teams looking to streamline their workflows and automate task management. By integrating Gravity Forms with Trello, you can ensure that every form submission is quickly transformed into an actionable task, improving team collaboration and efficiency.