Do you love to use Trello to keep your projects running smoothly? We get it. But did you know Flocksy and Zapier integrate with Trello to make your life even easier?
It’s true! Zapier has a wide variety of Zaps you can easily set up to automate your workflows and make your processes run more smoothly. In this article, we’ll show you all the Zaps that will have Flocksy and Trello flowing like a well-oiled machine.
What is Trello?
Trello is a free web-based application for project management. It’s kanban-style, meaning it’s real-time, list-based communication boards that show where every piece of every project is in terms of its completion.
What is Flocksy?
Flocksy is a creative services platform that provides businesses with access to a wide range of creative professionals for tasks such as graphic design, copywriting, video editing, and more.
What is Zapier?
Zapier automates work tasks, acting as a go-between between the apps you use to do your job, like Google Docs, Slack, and Flocksy. It starts with a trigger. For example, a creative sends you a message in one of your projects. The trigger spurs an action; for example, the message is added to an appropriate Trello board. You can automate the tasks you do over and over all day, taking them off your list altogether because you know Zapier has it handled.
How to Create Flocksy Projects from Trello Cards (via Zapier)
Step 1: Set Up the Trigger in Zapier
In Zapier, click “Create” > “Zaps”.
Choose Trello as the trigger app.
For the trigger event, select “Card Moved to List.”
Connect and authorize your Trello account.
Select the Trello board you want to use.
Choose the specific Trello list (column) that will trigger the project.
Leave the card field blank and click “Continue”.
Click “Test Trigger” to verify your setup.
Step 2: Set Up the Action in Zapier
Choose Flocksy as the action app.
Select “Create Project” as the action event.
Connect and authorize your Flocksy account.
Choose the project category (e.g., Graphic Design).
Choose the subcategory (e.g., Menu).
Map the Trello card title to the project title in Flocksy.
Map the Trello card description to the project directions in Flocksy.
(Optional) Add more Trello fields to the directions if needed.
Select a bucket from your Flocksy account (if using).
(Optional) Upload files from Trello to Flocksy.
(Optional) Assign invitees from your Flocksy team to the project.
(Optional) Choose project sizes and file formats.
Step 3: Finalize and Test
Click “Test Step” to confirm everything is working.
If successful, click “Publish Zap.
Want additional Zapier help from Flocksy? We’ve got you covered!
Schedule a call to set up Zapier and Flocksy integrations.