Authorizing an Account
The first time you add a Trello card to a Flow, you will need to create a configuration. This will allow you to connect to your account, save your account information, and reuse that configuration next time you build a Flow with the connector. That way, you don’t have to sign in every time you want to build a Flow with this Connector. Instead, use the configuration you have already set up. You can create and save multiple configurations and share them with your teammates.
Here’s how to set up a new configuration in Trello:
- First, enter in an Account Nickname. This should be unique so if you are connecting multiple Trello accounts you will be able to tell them apart.
- Then click “Create” to launch a pop-up window where you will sign into your Trello Account. This will also save your configuration.
Authorizing an Account
To get started working with the Trello application, the first step is to integrate an existing Trello account with the Designer. If you do not have an existing Trello account and you wish to use Trello with the Designer, sign up for Trello first, and then return to the authorization process.
- First, select a Card within the Trello application you wish to use.
- After selecting a Card, you will be given the option to Add Account. Click Add Account.
- You will be prompted to give the account a nickname. This nickname is only used for display purposes within the Designer. It does not need to correspond to a username within Trello.
- After choosing a nickname, click Next; you will be given a prompt to allow the designer access to your Trello account. Click Allow on the prompt that appears. This gives the designer permission to access Trello on your behalf.
- Now, the account with the nickname you specified should appear on the Card you previously selected. Click this nickname to begin configuring the card.
- That’s it! You are now authorized with Trello. The account you associated can now be used within any Trello Card.
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