Trello integration

2 min read

updated: Apr 7, 2023

Here’s a tutorial with instructions on how to create a Zap adding a LiveChat contact as a card in Trello after the chat is finished.

LiveChat Trello integration

Creating the Trello – LiveChat Zap

Creating this Zap consist of two main parts:

Setting up the trigger
Configuring the action

You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.

Setting up the LiveChat trigger

The first step to set up this integration is to determine a condition that will trigger an action in your Trello.

Choose LiveChat as the Trigger App.

Select Finished Chat as the Trigger and choose Continue to proceed.

PickConnect a New Account and then provide your LiveChat login email and the PAT (Personal Access Token). Next, pick Yes, continue to accept. You can rename the account and then select Continue.

Select Test Trigger to test this step and make sure it is working properly.

Configuring the action in Trello

High time to configure what will happen in Trello after the chat is finished.

Select Trello as Action App.

Then choose Create Card as the action and confirm by selecting Continue.

Select your Trello account and confirm the choice by picking Continue.

Grant Zapier permissions to access the Trello by selecting Allow in the pop-up window.

Next, set up which data will be passed to Trello account. After you finish, select Continue button down the page to proceed.

Zapier will ask you to test the Zap. Follow the instructions to make sure your Zap is working correctly. After the test is done, select Publish Zap.

If you’re ready to go live, choose Publish & Turn On to start passing information from LiveChat to Trello.

Congrats! You have just linked your LiveChat with Trello through Zapier. At the end of each chat, it will save the info about your visitor and add it as a new card in Trello.

New card in Trello

Asana: pass LiveChat contacts as stories

Tutorial on how to set p an integration through Zapier that adds a contact to Asana stories after the chat in LiveChat is finished.

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Basecamp: add chat contacts to your to-dos

Instructions on how to create a Zap adding a LiveChat contact along with chat transcript to your to-do list in Basecamp after the chat is finished.

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Trello integration

Creating the Trello – LiveChat Zap

Setting up the LiveChat trigger

Configuring the action in Trello

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