Save Form Responses From Pupsai to Card on Trello Board
To get started, you must have:
- A Pupsai account. If not, please refer to Register for Pupsai.
- You’ll also need to be subscribed to Pupsai. Please refer to Subscribing to Pupsai.
- A Zapier account. If not, please refer to Sign-up for Zapier.
- A Trello account. If not, please refer to Create a Trello Account
Creating a Form Response in Pupsai
- Please refer to How to create a Form Response.
Connecting Pupsai to Pull the Data
- In a new tab, login into your Zapier account. Click here for reference.
- From the left navigation menu, select the “Zaps” menu item.
- Click the “Create Zap” button. You will be redirected to a page resembling the one below:
- In the top left of the window, click in the “Name your zap” section and type a meaningful name for zap.
- In the “When this happens …” section, start typing “Pupsai” in the “Choose App & Event” search bar.
- Select the Pupsai icon when it appears on the screen.
- From the “Choose Trigger Event” drop down list, select “New Form Response”.
- Click the “Continue” button.
- From the “Pupsai (1.0.0) account” drop down list, select your Pupsai account.
- If you are not seeing your account that means you are not signed into your Pupsai account. To do so, select “+ Add a New Account” from the bottom of the drop down list.
- You will be redirected to sign into your Pupsai account. Click here for help logging in.
- Once logged in, you’ll be redirected to your Pupsai dasboard. Close the tab and head back to the create a new zap page.
- For a second time, select “+ Add a New Account” from the bottom of the drop down list.
- You will be redirected to Pupsai.com, where Zapier will request permission to access your account.
- Click the “Authorize” button to continue. You’ll be redirect back to the create a new zap page.
- Click the “Continue” button.
- From the “Request Process Form” drop down list, select the desired form response.
- If you are not seeing the desired response, select the “LOAD MORE” button.
- Click the “Continue” button.
- You’ll be redirected to the “Find Data” section to test that your form response was created successfully pulled from your Pupsai account.
- Click the “Test trigger” button.
- If the form response was successfully pulled from your Pupsai account, you should see a “We found a form response!” message onscreen.
- At the bottom of the screen, you’ll see a box with “Zap is ready – now turn it on!”
- Click the toggle button to turn the zap on.
- To exit, use the back arrow in the top left of the window.
Connecting Trello Card to Save the Data
- In the “Action” section, start typing “Trello” in the search bar.
- Select the Trello icon when it appears on the screen.
- From the “Action Event” drop down list, select “Create Card”.
- Click the “Continue” button.
- Click the “Sign in to Trello” button. You will be redirected to sign into your Trello account.
- After successfully signing into your Trello account:
- Choose your Trello account from the “Choose Account” section.
- Click Continue.
- In the “Customize Card” section:
- Add your Trello board.
- Add your desired list.
- Customize the “Name” and “Description” section as you like. See picture below for an example.
- Click the “Continue” button. You’ll be redirected to the “Send Data” section to test that your Trello Board was connected successfully.
- Click the “Test & Continue” button.
- If successfully connected, you should see a “Test was successful!” message onscreen.
- At the bottom of the screen, you’ll see a box with “Zap is ready – now turn it on!”
- Click the toggle button to turn the zap on.
- To exit, use the back arrow in the top left of the window.
Verifying the Form Response was Saved in Trello
- Open the Trello Board you used to create the zap.
- You should see the new card created similar to the one below
Automatically Populating the Trello Board
Now that the zap is activated, once a form response was triggered in your Pupsai account, Zapier will automatically update the board with a new card.