Streamline your workflow and eliminate manual data entry by automatically sending your Ninja Forms submissions directly to your Trello boards. The Ninja Forms Trello extension acts as a bridge between your website and your project management tool, ensuring that every lead, support ticket, or customer request is captured instantly where your team already works. By automating the handoff from your website forms to your Trello cards, you save valuable time, reduce the risk of human error, and ensure that no task or inquiry ever falls through the cracks.
Key Features
- Automated Card Creation: Automatically generate a new Trello card the moment a user submits a form on your WordPress site.
- Customizable Mapping: Map specific form fields—such as name, email, phone number, and message—directly to corresponding fields in Trello, including card titles, descriptions, and checklists.
- Flexible Board Selection: Choose exactly which Trello board and list each form should send data to, allowing you to route inquiries to different teams or departments automatically.
- Attachment Support: Seamlessly pass file uploads from your Ninja Forms submissions directly into Trello cards, keeping all necessary documentation in one place.
- Label and Member Assignment: Automatically assign specific Trello labels or team members to new cards based on the form submission, ensuring the right person is notified immediately.
- Conditional Logic Integration: Use Ninja Forms’ powerful conditional logic to send submissions to different Trello boards or lists based on the user’s answers, creating highly intelligent automated workflows.
Use Cases and Who It’s For
This plugin is designed for business owners, project managers, and support teams who rely on Trello to organize their operations and want to remove the friction of manual data migration. Whether you are a solo entrepreneur or part of a growing agency, this extension helps you maintain a clean, organized pipeline without the need for complex third-party automation tools.
Customer Support Teams: Convert website contact forms directly into Trello cards. Your support staff can manage, prioritize, and track the status of every customer issue without ever leaving Trello.
Agencies and Freelancers: When a potential client fills out your project inquiry form, the details are instantly populated into your “Leads” or “New Projects” Trello board. This allows you to respond faster and look more professional.
Content Creators and Marketers: Use guest post submission forms or content request forms to populate your editorial calendar in Trello automatically, keeping your content production pipeline moving smoothly.
Setup and How It Works
Getting started with Ninja Forms Trello is straightforward and requires no advanced coding knowledge. The integration is designed to be configured directly within the familiar Ninja Forms interface.
- Connect Your Account: Authenticate your Trello account within the Ninja Forms settings to securely link your website to your Trello workspace.
- Configure the Action: Open your desired form in the Ninja Forms builder and add a new “Trello” action to the form’s processing settings.
- Map Your Fields: Use the intuitive interface to select your target Trello board and list. Then, map your form fields (e.g., “First Name,” “Email Address”) to the appropriate Trello card fields (e.g., “Card Name,” “Description”).
- Test and Deploy: Run a test submission to verify that the card appears in the correct Trello list with all the expected data. Once verified, your automated workflow is live and ready to handle submissions.
Similar Plugins
If you are looking for alternative ways to connect WordPress forms to project management tools, you may consider the following options:
- WPForms Trello Addon: A similar integration specifically designed for users of the WPForms plugin.
- Gravity Forms Trello Add-on: A robust solution for users who utilize Gravity Forms to manage their data collection.
- Zapier or Make (formerly Integromat): These third-party automation platforms can connect almost any WordPress form plugin to Trello, though they often require separate subscriptions and more complex setup procedures compared to a dedicated native extension.