Gravity Forms Trello

Stop wasting time manually copying data from your website forms into your project management software. The Gravity Forms Trello add-on bridges the gap between your site and your workflow, automatically turning every form submission into a Trello card. Whether you are managing customer support tickets, tracking new leads, or organizing content submissions, this integration ensures that no request slips through the cracks, allowing you to focus on getting work done instead of managing data entry.

Key Features

• Automated Card Creation: Instantly create a new Trello card whenever a user submits a Gravity Form on your website.
• Field Mapping: Map any form field‚Äîincluding names, email addresses, phone numbers, and custom inputs‚Äîdirectly into specific Trello card fields like the card name, description, or custom fields.
• Flexible Destination Control: Dynamically route submissions to specific boards and lists based on user input, ensuring tasks are organized exactly where they belong from the moment they arrive.
• Attachment Support: Automatically upload files submitted through your forms directly to the corresponding Trello card, keeping all necessary documents in one centralized location.
• Conditional Logic Integration: Use Gravity Forms’ powerful conditional logic to decide if and when a Trello card should be created, giving you full control over your automation workflows.
• Comment and Label Automation: Enhance your organization by automatically adding comments, assigning members, or applying labels to new cards as they are created.

Use Cases / Who It’s For

This plugin is an essential tool for business owners, project managers, and agencies who rely on Trello to keep their operations running smoothly. If you use Gravity Forms to collect information from your audience, this integration eliminates the manual “copy-paste” bottleneck that slows down your team.

For agencies, it is perfect for onboarding new clients. A “New Client Intake” form can automatically generate a project board card, complete with all the contact details and project specifications provided by the client. For e-commerce store owners, it simplifies customer service by turning contact form inquiries into actionable support tickets on a dedicated Trello board. Content creators and publishers can use it to manage guest post submissions, where form entries are automatically converted into cards in a “Review” list, complete with the submitted article file attached.

Setup / How It Works

Getting started with the Gravity Forms Trello integration is straightforward and requires no complex coding knowledge. Once the add-on is installed and activated, you can connect your Trello account directly through your WordPress dashboard.

1. Authenticate your account: Navigate to the Gravity Forms settings and authorize your Trello account to allow the plugin to communicate with your boards.
2. Create a Feed: Go to the settings of your specific form and create a new Trello Feed. This feed acts as the bridge between your form and your chosen Trello board.
3. Map your fields: Use the intuitive interface to select which Trello board and list you want the data to go to. Then, map your form fields to the corresponding Trello card fields.
4. Configure optional settings: Set up conditional logic if you only want to create cards under specific circumstances, or assign specific team members to the cards automatically.
5. Save and Test: Once saved, perform a test submission on your form to ensure the card appears correctly in your Trello board.

Similar Plugins

If you are looking for alternative ways to connect your forms to project management tools, there are several other options available in the WordPress ecosystem:

• Zapier Add-On for Gravity Forms: A powerful, broader alternative that allows you to connect Gravity Forms to Trello, as well as thousands of other third-party applications, using a “middle-man” service.
• Gravity Forms Webhooks Add-On: A more technical solution that allows you to send form data to any service that accepts webhooks, which can be used to trigger actions in Trello via services like Make (formerly Integromat).