Trello recipes
Text someone when a card moves, and turn incoming texts into cards.
Two recipes for Trello. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.
How Trello connects
- : BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
Text a client when their card is done
| Part | What it is |
|---|---|
| Trigger | Trello’s Card Moved to List trigger in Zapier |
| Action | BlueBot’s Send Text action |
| Connects through |
Steps
- Keep the client’s mobile number in a custom field on each card.
- Start a Zap with Trello’s Card Moved to List trigger and pick your Done list.
- Add BlueBot’s Send Text action and map the phone field to To.
Map the fields
| BlueBot field | Map it to |
|---|---|
| To | The person’s mobile number from Trello. US numbers can leave off the +1. |
| Text | Hi {{first_name}}, your {{job}} is finished! Reply here and we’ll set up a time for you to pick it up. |
{{first_name}} in the text | Trello’s first name field. |
{{job}} in the text | Trello’s job field. |
| Metadata | source set to trello, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again. |
| Service | Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone. |
Test it
Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Trello’s field back into To and turn the Zap on.
Make a card from each text
| Part | What it is |
|---|---|
| Trigger | BlueBot’s New Incoming Text trigger in Zapier |
| Action | BlueBot’s New Incoming Text trigger starts it, and Trello takes the text |
| Connects through |
Steps
- Start a Zap with BlueBot’s New Incoming Text trigger.
- Add Trello’s Create Card action on your inbox list.
- Put the sender’s number in the card’s name and the words of the text in its description.
Map the fields
| From BlueBot | Into Trello |
|---|---|
| From | The phone number to find the person by in Trello. It’s in E.164 (+15555550123); search by the last 10 digits if Trello stores numbers another way. |
| Text | The words, for a note, a row or a message. Null when the person sent only a picture. |
| Received At | When it came in, in UTC. |
| Files | Pictures and voice memos. Each url works for an hour, so copy a file you want to keep. |
| Chat ID | Set when the text came in a group chat; null for a one-to-one text. |
Test it
Text your BlueBot number from another phone, one you’ve texted through BlueBot before, then press Test trigger in Zapier. It loads that text with its fields, ready to map. BlueBot copies texts from people you’ve texted through it, unless you set Which chats to copy to Everything.
Before you turn it on
- Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them.
- A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit.
- on the integrations page says what else the two do together.