With the Boords Trello integration, you can automatically create checklist items on Trello cards when a new comment is added to your storyboards. Perfect for assigning tasks among your team.
Step 1) Create a free Zapier account
Zapier is an automation service which connects the apps you use every day with one another. To use Boords with Zapier, you’ll need a free Zapier account. If you have a Zapier account, sign in to it now.
Step 2) Connect Boords with Zapier
Connecting your Boords account with Zapier is simple. Just click the link below, and you’ll be guided through the process.
Step 3) Create a Zap
Now that your Boords account is connected, it’s time to create a Zap! Give your new Zap a name; something like Boords Comments to Trello.
Select Boords as your Trigger App. If you can’t see Boords in the Trigger App dropdown menu, make sure you’ve connected Boords with Zapier.
Selecting Boords as a Trigger App
Step 4) Set up your Comments Trigger
From the Boords Triggers menu, select ‘New Comment on Storyboard’. Every time you leave a comment on your chosen storyboard, this trigger will fire.
Next, choose the storyboard you’d like to connect to Trello:
Once you’ve selected your storyboard, Zapier will look for a comment which it can use to test your Zap. If there isn’t a comment on your storyboard, go ahead and add one now:
Once Zapier has found sample comment, it’s time to add your Trello Action step!
Step 5) Create your Trello Action
Search for Trello in the ‘Actions’ menu, then click ‘show less common options’. Scroll down until you find ‘Create Checklist Item in Card’.
Next, create a template for your checklist item. We’ve included the commenter, frame number, and the comment itself, but you can choose any combination of information you like.
Step 6) Test your action
Click ‘Send test to Trello’ and you’ll see a new checklist item appear on your chosen Trello card.
Finally, set your Zap live and you’re good to go!
This is just one way you can connect Trello and Boords; Zapier gives you an almost unlimited number of options. For example, you could:
- Create a new Trello board when you start a Boords project
- Create a Trello card for each of your storyboard frames
- Save MP4 exports to Trello cards
The possibilities are endless!