How to Integrate Trello with Smartsheet

Quick summary

This tutorial shows how to integrate Trello with Smartsheet using Zapier by setting up a automated Zap that triggers on Trello activity and performs an action in Smartsheet. Once published, the integration keeps both tools in sync without any manual effort.

Steps

1. Log in to Zapier, click "Create," and select "Zaps" to get started.
2. Click "Trigger" to begin configuring the trigger step.
3. Search for "Trello" and select it as the Trigger App.
4. Choose a trigger event such as "New Activity" or "New Board."
5. Sign in to your Trello account, grant Zapier access, and click "Continue."
6. Fill in the required fields as necessary for the Trello trigger setup.
7. Click "Test trigger" to verify the Trello connection is working.
8. Choose a board, then click "Continue with selected record."
9. Search for and select "Smartsheet" as the action app.
10. Choose an event under Smartsheet to define what action the Zap will perform.
11. Log in to your Smartsheet account and click "Allow" to grant Zapier access.
12. After logging in, click "Continue" to confirm the Smartsheet connection.
13. Complete and customize the required Smartsheet action fields, then select "Continue."
14. Click "Test step" to confirm the Smartsheet action works correctly.
15. Click "Publish" to activate the integration and complete the Zap setup.