Adding a new card in Trello when a new case is added in Salesforce

Learn how to create an event-driven flow that adds a card in Trello when a new case is added in Salesforce.

Note: This tutorial assumes that you have free, trial, or business accounts for Salesforce and Trello. For more information, see the following topics.

Scenario

A food manufacturing company is using Salesforce for their CRM. A new case is created when customers phone, email, or send a complaint on the web. To track the case, you want to create a card in Trello so that you don't forget to follow up with that new case.

Figure 1. Create a Trello card for a new Salesforce case
Create a Trello card for a new Salesforce case

Find or create what you need

Obtain the credentials for your Salesforce and Trello accounts.
Tip: To create a test account in Salesforce rather than use your business account, register for a Developer account from this URL https://developer.salesforce.com rather than a Trial account. If you connect IBM App Connect to a Salesforce Trial account, the Salesforce events don't work.

Create your flow

You can create your flow from a template or from scratch if you want to explore the steps that are taken to create a flow.

Creating the flow from the template

If you use a template, you can create the flow immediately, then select each node in the flow to validate the settings and select the application accounts that you want to use. Search for the template name on the App Connect Templates page Icon that represents the Templates page.

Figure 2. Tile for template, Create a new Trello card for a new Salesforce case
Template tile

Creating the flow from scratch

When you create a flow from scratch, you learn the sequence of steps that are used to create the flow, and to examine the nodes and fields as you go.

Figure 3. Salesforce to Trello flow diagram
Salesforce to Trello flow diagram
To create the flow, complete the following steps.
  1. From the App Connect Designer dashboard, click Create > Event-driven flow (or New > Event-driven flow in earlier versions).

    (If you move away from the flow at any stage, the flow is saved as a draft flow that you can complete at another time.)

  2. Enter a name that identifies the purpose of your flow, for example: Create a Trello card for a new Salesforce case.
  3. Select Salesforce as your first application (source).
  4. Select New Case as the Salesforce event.
    Figure 4. Selecting the Salesforce New Case event
    Select New Case
  5. If you haven't already connected a Salesforce account, click Connect and provide the credentials for your Salesforce account.
  6. Select Trello as your second application (target).
  7. Select Cards > Add card to list as the Trello action.
  8. If you're not already connected to a Trello account, click Connect and provide the credentials for your Trello account.
  9. Select the team, board, and list that you want to add the new card to in Trello.
    Figure 5. Select the team, board, and list that you want to add the new card to.
    Select the team, board, and then the list that you want to add the new card to.
  10. For each field that you want to populate on the Trello card, click the Insert a reference icon , then select the Salesforce field that contains the data that you want to transfer to Trello.
    Figure 6. Salesforce case to Trello mapping
    Salesforce case to Trello mapping
  11. Click Start flow on the toolbar, then click Dashboard to exit the flow.

    Your flow is shown on your Dashboard and is listening for your trigger, the addition of a new case in Salesforce.

    Figure 7. Flow tile that shows that the flow is running
    Flow tile showing the flow running.

Test your flow

  1. Log in to Salesforce with the account that you configured in App Connect and create a new case.

    Complete the Subject field and other mandatory parameters that Salesforce needs to create a new case.

  2. A short time after you save the new Salesforce case, the flow tile on the App Connect Designer dashboard shows a new notification with a checkmark . Click the checkmark to see the ‘Last successful run’ message.
  3. Figure 8. Flow tile that shows the last successful run message
    Flow tile showing the last successful run message.
  4. Log in to Trello and check the list. A card about the new Salesforce case is added in Trello. Your flow continues to create cards in Trello for every case that is added to Salesforce.
  5. You might choose to update the flow to complete actions on other applications with more nodes or apply logic-based decisions to actions.