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Trello integration

2 min read
updated: Apr 7, 2023

Here’s a tutorial with instructions on how to create a Zap adding a LiveChat contact as a card in Trello after the chat is finished.

LiveChat Trello integration

Creating the Trello – LiveChat ZapLink icon

Creating this Zap consist of two main parts:

  1. Setting up the trigger
  2. Configuring the action
You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.
You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.

Setting up the LiveChat triggerLink icon

The first step to set up this integration is to determine a condition that will trigger an action in your Trello.

1
  1. Log in to Zapier and select Create Zap in the upper menu.
2
Choose LiveChat as the Trigger App.
3
Select Finished Chat as the Trigger and choose Continue to proceed.
4
PickConnect a New Account and then provide your LiveChat login email and the PAT (Personal Access Token). Next, pick Yes, continue to accept. You can rename the account and then select Continue.
5
Select Test Trigger to test this step and make sure it is working properly.

Configuring the action in TrelloLink icon

High time to configure what will happen in Trello after the chat is finished.

1
Select Trello as Action App.
2
Then choose Create Card as the action and confirm by selecting Continue.
3
Select your Trello account and confirm the choice by picking Continue.
4
Grant Zapier permissions to access the Trello by selecting Allow in the pop-up window.
5
Next, set up which data will be passed to Trello account. After you finish, select Continue button down the page to proceed.
6
Zapier will ask you to test the Zap. Follow the instructions to make sure your Zap is working correctly. After the test is done, select Publish Zap.
7
If you’re ready to go live, choose Publish & Turn On to start passing information from LiveChat to Trello.

Congrats! You have just linked your LiveChat with Trello through Zapier. At the end of each chat, it will save the info about your visitor and add it as a new card in Trello.

New card in Trello

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