How to Integrate Trello with Formstack

Quick summary

This guide shows how to integrate Trello with Formstack using Zapier by setting up a Zap that triggers on Trello activity and sends data to Formstack automatically. The integration eliminates manual data entry by linking your project management and form workflows in a few configuration steps.

Steps

1. Log in to Zapier, click "Create," and select "Zaps" to begin building your automation.
2. Click "Trigger" to open the trigger configuration panel.
3. Search for and select "Trello" as the Trigger App.
4. Choose a trigger event such as "New Activity" or "New Board" to define what starts the Zap.
5. Sign in to your Trello account, grant Zapier access, and click "Continue" to authenticate.
6. Complete and customize the required Trello fields, then select "Continue" to move to the action step.
7. Search for and select "Formstack" as the action app.
8. Choose an event under Formstack to define the action triggered by Trello activity.
9. Log in to your Formstack account and click "Continue" to authenticate the connection.
10. Click "Authorize" to grant Zapier access to your Formstack account.
11. Complete and customize the required Formstack fields, then select "Continue" to finalize the action setup.
12. Click "Publish" to activate the Zap and complete the Trello–Formstack integration.