Can I enable form submissions from Jotform to be sent to a Trello board / card?

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    CMRI
    Asked on September 24, 2017 at 10:15 PM

    Is it possible to set up jotform so that all submissions from a form can be sent to a Trello board? 

    At the moment, I do this manually every time I receive an email submission.

    My form is quite complex, so it might be easier to find a way to upload the pdf of the submission?

    I have tried to set up the integration, but I wasn't sure how to do it properly so would appreciate your guidance.

    Thanks in advance!

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    Nik_C
    Answered on September 25, 2017 at 03:10 AM

    Yes, that is possible with our Trello integration

    You can choose to create or update the card, then you pick up the Board and the list where you want to show the data from the form.

    Let us know if you have any further questions.

    Thank you!

  • Profile Image
    CMRI
    Answered on September 25, 2017 at 06:56 AM

    I have tried to set up the Trello integration so that I can receive submissions to the card instead of email, but unfortunately I can't see anything in Trello AND the email submissions are no longer coming through either :(

    Can you have a look at my form and help me fix this issue?

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    Welvin
    Answered on September 25, 2017 at 09:04 AM

    I have tested your form, can you check your Trello board? 

    As for the form emails, they are sent based on our mail log. You can check the status in your email history section:

    https://www.jotform.com/help/293-How-to-view-all-your-form-Email-History

    If none of them are in your inbox folder, look for the list in your spam/junk folder. Make sure to mark all emails related to Jotform as not spam. This would whitelist jotform to your end and would help you prevent this problem from happening again in the future. 

  • Profile Image
    CMRI
    Answered on September 25, 2017 at 09:59 AM

    Hi Welvin, 

    Only part of the entry is uploaded to Trello. See below. Is the text from the "Background" section on my form? Is there any way to get more of the sections to show?

    Secondly, the emails are definitely not in the junk mailbox. Those who used to get the autoresponder are also no longer receiving it. This has only happened since I tried to integrate Trello. 

  • Profile Image
    Nik_C
    Answered on September 25, 2017 at 11:32 AM

    The only part of the entry is uploaded to Trello. See below. Is the text from the "Background" section on my form? Is there any way to get more of the sections to show?

    I'm sorry but I'm not sure I understood the question. To which sections you're referring to?

    For your second question, I opened a second thread here: https://www.jotform.com/answers/1256921

    We'll wait for your response regarding the first question.

    Thank you!

  • Profile Image
    CMRI
    Answered on September 25, 2017 at 06:54 PM

    Hi, 

    I am referring to the fact that in Trello you can only see one section. In my form there are maybe 100 sections people can complete. 

    Can I get more than one section to show on Trello? 

    Or can I enable the ability to click to see the full submission from Trello?

  • Profile Image
    Kevin_G
    Answered on September 25, 2017 at 10:15 PM

    I have just checked your form and noticed that you have only mapped some fields, please note that you are able to map more  fields. 

    Also, you're able to attach a report with your Trello card so the complete submission can be seen, this is shown on the following guide: https://www.jotform.com/help/454-Using-the-JotForm-Power-Up-in-Trello 

    If you have any question, let us know. 

  • Profile Image
    CMRI
    Answered on October 02, 2017 at 04:08 AM

    I have tried your suggestion, but the issue with mapping more fields is that when I go in to edit the Trello integration details in Jotform, I can only map 6 fields? (see image below)

    I am trying to find a way that when someone submits a form, it goes to a Trello card. If I can't map more fields, then is there no way I can edit the integration so that the pdf of the submission is uploaded to the board? for each submission?

    This form is a design briefing form that people complete to get work done. When it comes in via email at the moment, I then add it to my designer's Trello board. I was hoping to automate this.

    Is it possible to attach the pdf of the submission when someone submits it? Because I don't think the mapping fields is going to work if I can only map 6 fields :(

    Thanks!

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    candy
    Answered on October 02, 2017 at 09:11 AM

    I have split the thread in order to assist better as you can find the answer at the following URL: https://www.jotform.com/answers/1262667 

    Thank you.