To successfully create a Trello card, you need the following:
- Webhook template set up according to the endpoint in Trello REST API.
- User business rule configured to trigger when a sales order is released.
- The user business rule must define an action of type WEBHOOK, pointing to the code of the webhook template.
Below is an example of what the webhook template should contain.
| Attribute name | Attribute value |
|---|---|
| Code | trello_release_so_01 |
| Name | Trello - released sales order |
| Repository name | Crm.Sales.SalesOrders |
| URL | https://api.trello.com/1/cards?idList=<id_list>&name={DisplayText}&key=<yourKey>&token=<yourToken> |
| Notes | Creates a card in Trello when a sales order is released. |
Where,
- <yourKey> and <yourToken> - the API keys, provided from Trello.
- <id_list> - the Id of the list where the new card should be created.
- {DisplayText} - the name of the card. It is also an interpolated string. It will be evaluated by @@name and will contain the display text of the sales order (e.g., Sales Order 00108).
Note
Body and Headers attributes are missing intentionally. They are not required.
А business rule that triggers when a sales order has been released.
| Repository |
|---|
| Crm.Sales.SalesOrders |
| Events |
|---|
| Event type | Event parameter | Execution priority |
|---|---|---|
| STATECHANGED | RELEASED | Normal |
| Actions |
|---|
| Action No | Action type | Parameter1 type | Parameter1 value |
|---|---|---|---|
| 1 | WEBHOOK | Constant | trello_release_so_01 |