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    How to create a card in Trello when a sales order has been released?

    To successfully create a Trello card, you need the following:

    • Webhook template set up according to the endpoint in Trello REST API.
    • User business rule configured to trigger when a sales order is released.
    • The user business rule must define an action of type WEBHOOK, pointing to the code of the webhook template.

    Webhook template

    Below is an example of what the webhook template should contain.

    Attribute name Attribute value
    Code trello_release_so_01
    Name Trello - released sales order
    Repository name Crm.Sales.SalesOrders
    URL https://api.trello.com/1/cards?idList=<id_list>&name={DisplayText}&key=<yourKey>&token=<yourToken>
    Notes Creates a card in Trello when a sales order is released.

    Where,

    • <yourKey> and <yourToken> - the API keys, provided from Trello.
    • <id_list> - the Id of the list where the new card should be created.
    • {DisplayText} - the name of the card. It is also an interpolated string. It will be evaluated by ERP.net and will contain the display text of the sales order (e.g., Sales Order 00108).
    Note

    Body and Headers attributes are missing intentionally. They are not required.

    User business rule

    А business rule that triggers when a sales order has been released.

    Repository
    Crm.Sales.SalesOrders
    Events
    Event type Event parameter Execution priority
    STATECHANGED RELEASED Normal
    Actions
    Action No Action type Parameter1 type Parameter1 value
    1 WEBHOOK Constant trello_release_so_01

    See more

    • User business rules
    • String interpolation
    • Display format
    • Trello API Introduction
    • Trello REST API Reference
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