Perdoo offers 2 options for integrating your Trello data into Perdoo. Use our native Trello integration, or our Google sheets Add-on.
Native Trello integration
Enabling the Trello integration
ℹ️ This requires Superadmin rights.
To enable the Trello integration:
Click 'Enable'.
Click 'Connect'.
Allow Access.
Click Finish.
How to integrate a KPI, Key Result, or Initiative with Salesforce
When creating a KPI or Result, click on Advanced Options. If the goal already exists, you can edit from the details modal in the right side panel.
Click Progress driver then select Trello under Integration.
Select a Source Type.
Select Measurement: Count or Percentage.
Click Save & Sync now.
Important notes
Perdoo will check once a day for any changes — between 12-1AM CET — and will update if a change has been made.
If you'd like to update the goal at anytime, you can open the integration and click "Save & Sync now".
Via the Google sheets Add-on
Make sure you have a Google Sheets Add-on set up. If you don't yet, simply install our GSheets Add-on , (2) Connect a GSheet to your Perdoo account, (3) Automatically pull data from any spreadsheet and 200+ apps. You can learn more here.
1. First, you'll need to get your Trello key and server token on https://trello.com/app-key:
2. Get your board’s ID from the Trello URL (copy the text after b/ and before /test):
3. Then, set up your Google Sheets Integration. In a separate tab, setup SyncWith to pull https://developer.atlassian.com/cloud/trello/rest/api-group-boards/#api-boards-id-cards-get:
4. Find completion state in idList column by looking at an existing ‘done’ card.
5. In the Goals tab, link an existing Result or KPI and setup an IF function for the value that links to the other tab (e.g. IF state of linked card is ‘done’, value is 100, else it’s 0).
And you're done! Perdoo will then check once a day, around 2AM CET, for the new value in this spreadsheet, to keep your goal automatically up-to-date!
Need help?
Contact our friendly Support team via the live chat at the bottom-right of your screen, or email support@perdoo.com.