Automate Pivotal Tracker stories and Trello cards with webMethods.io Integration
Tags: webmethods, automation, trello, integration
Published: 2024-05-07 12:51:40

---
title: Automate Pivotal Tracker stories and Trello cards with webMethods.io Integration
published: true
date: 2024-04-04 12:32:31 UTC
tags: webmethods, automation, trello, integration
canonical_url: https://tech.forums.softwareag.com/t/automate-pivotal-tracker-stories-and-trello-cards-with-webmethods-io-integration/294166
---

 

## Overview

Dive into the step-by-step tutorial of building automated project management processes and seamlessly synchronize your Pivotal Tracker stories with Trello cards using [webMethods.io](http://webMethods.io) Integration!

### Prerequisite:

- [webMethods.io](http://webmethods.io/)Integration tenant – [sign up here](https://signup.softwareag.cloud/#/basic?product=webmethodsioint) for a free trial if you’re new (use the [advanced form](https://signup.softwareag.cloud/#/advanced?product=webmethodsioint) for more options).
- Pivotal tracker account
- Trello account

Login to your [webMethods.io Integration](https://www.softwareag.cloud/site/product/webmethods-io-integration.html) tenant, create a new project or choose an existing one and create a blank workflow. If you need a refresher on how to get to this point, this [guide](https://docs.webmethods.io/integration/workflow_building_blocks/creating_first_workflow/#gsc.tab=0) can be a great introduction.

## Create Trello cards from new Pivotal Tracker stories

Click on the small setting icon on the Start step and choose the Pivotal Tracker trigger.

[![Pivotal Tracker trigger](https://global.discourse-cdn.com/techcommunity/optimized/3X/3/a/3a06460c5f50b07d42163b1dd8d66e4e03f71776_2_310x223.png)](https://global.discourse-cdn.com/techcommunity/original/3X/3/a/3a06460c5f50b07d42163b1dd8d66e4e03f71776.png "Pivotal Tracker trigger")

[![Pivotal Tracker trigger configuration](https://global.discourse-cdn.com/techcommunity/optimized/3X/0/9/0913e9c898c250086273f3cb52deda02b3f899f8_2_218x225.png)](https://global.discourse-cdn.com/techcommunity/original/3X/0/9/0913e9c898c250086273f3cb52deda02b3f899f8.png "Pivotal Tracker trigger configuration")

Select _New story_ as a trigger and complete the authorization – connect [webMethods.io](http://webMethods.io) Integration with your Pivotal Tracker account and chose the project ID.

Click **Save**. You should see the test trigger window.

To test your trigger, you need to perform the trigger action. Open your Pivotal Tracker project page and add a new story:

[![New Pivotal Tracker story](https://global.discourse-cdn.com/techcommunity/optimized/3X/9/0/90787fd6f4379e56fea23bc6716a4662beca6acb_2_690x253.png)](https://global.discourse-cdn.com/techcommunity/original/3X/9/0/90787fd6f4379e56fea23bc6716a4662beca6acb.png "New Pivotal Tracker story")

Go back to the [webMethods.io](http://webMethods.io) Integration workflow and click **Test**. You should see the output data (the story information) from the trigger which [webMethods.io](http://webMethods.io) Integration will use to configure and test the rest of the workflow. Click **Done**.

Search for the Trello connector and add it to the canvas with the drag and drop feature. This automatically connects with the trigger action.

![Connect with the Trello connector](https://global.discourse-cdn.com/techcommunity/original/3X/7/2/72c3691c58e5d5f2348e0d82445a37e9cd9d60ab.png)

Click on the small settings icon on the Trello connector, select _Add card_ as action and complete the authorization – connect [webMethods.io](http://webMethods.io) Integration with your Trello account.

[![Trello connector action](https://global.discourse-cdn.com/techcommunity/optimized/3X/c/7/c7ec263a88863a5d4e7aa025de86a88a58915377_2_432x500.png)](https://global.discourse-cdn.com/techcommunity/original/3X/c/7/c7ec263a88863a5d4e7aa025de86a88a58915377.png "Trello connector action")

Click **Next**.

Now you can proceed with the action configuration – use the Incoming data panel to include story information received from the trigger output – drag and drop the story name in the _Card name_ field, choose _Board_ and _List ID_ and fill out the _Description field_:

[![Trello connector configuration](https://global.discourse-cdn.com/techcommunity/optimized/3X/8/c/8cfecffd9945cf25a25be3c615285eb822ce672b_2_690x345.png)](https://global.discourse-cdn.com/techcommunity/original/3X/8/c/8cfecffd9945cf25a25be3c615285eb822ce672b.png "Trello connector configuration")

Click **Next** and then **Done**.

Connect the Trello connector to the Stop step. Don’t forget to save your workflow.

[![Final workflow](https://global.discourse-cdn.com/techcommunity/optimized/3X/9/c/9cbe1260e4927956d0511bebb340d9fdbffad490_2_690x315.png)](https://global.discourse-cdn.com/techcommunity/original/3X/9/c/9cbe1260e4927956d0511bebb340d9fdbffad490.png "Final workflow")

You can proceed with running the workflow using the play button in the right upper corner and review the result. If you have configured the workflow correctly, you should see the newly created card in your Trello board:

[![New Trello card created](https://global.discourse-cdn.com/techcommunity/optimized/3X/0/3/036e7d6888c1b6857ae2085a4970181ae6681686_2_690x409.png)](https://global.discourse-cdn.com/techcommunity/original/3X/0/3/036e7d6888c1b6857ae2085a4970181ae6681686.png "New Trello card created")

Now every time a story is created in your Pivotal Tracker project, a new Trello card will be added to your project. Please note that this may take some time.

## Create Pivotal Tracker stories from new Trello cards

Click on the small setting icon on the Start step and choose the Trello trigger.

[![Trello trigger](https://global.discourse-cdn.com/techcommunity/optimized/3X/6/b/6b9ee29efe7d5abd8340605a3e610b82861d3eba_2_310x221.png)](https://global.discourse-cdn.com/techcommunity/original/3X/6/b/6b9ee29efe7d5abd8340605a3e610b82861d3eba.png "Trello trigger")

[![Trello trigger configuration](https://global.discourse-cdn.com/techcommunity/optimized/3X/a/0/a0fcfbdb0200bdb38b7d19372bad6ae638b41e96_2_310x222.png)](https://global.discourse-cdn.com/techcommunity/original/3X/a/0/a0fcfbdb0200bdb38b7d19372bad6ae638b41e96.png "Trello trigger configuration")

Select _New card_ as a trigger and complete the authorization – connect [webMethods.io](http://webMethods.io) Integration with your Trello account and chose the Board and List ID.

Click Save. You should see the test trigger window.

To test your trigger, you need to perform the trigger action. Open your Trello list ID and add a new card:

[![New Trello card](https://global.discourse-cdn.com/techcommunity/optimized/3X/4/0/4021f9f7411aa4d31fda016042092f4b46f31d78_2_245x500.png)](https://global.discourse-cdn.com/techcommunity/original/3X/4/0/4021f9f7411aa4d31fda016042092f4b46f31d78.png "New Trello card")

Go back to the [webMethods.io](http://webMethods.io) Integration workflow and click **Test**. You should see the output data (the card information) from the trigger which [webMethods.io](http://webMethods.io) Integration will use to configure and test the rest of the workflow. Click **Done**.

Search for the Pivotal Tracker connector and add it to the canvas with the drag and drop feature. This automatically connects with the trigger action.

![Connect Pivotal Tracker connector](https://global.discourse-cdn.com/techcommunity/original/3X/d/4/d411a17e8a4a4b5addb3249c138fe673dfbeadc6.png)

Click on the small settings icon on the Pivotal Tracker connector, select _Create story_ as action and complete the authorization – connect [webMethods.io](http://webMethods.io) Integration with your Pivotal Tracker account.

[![Pivotal Tracker connector](https://global.discourse-cdn.com/techcommunity/optimized/3X/0/9/0913e9c898c250086273f3cb52deda02b3f899f8_2_485x500.png)](https://global.discourse-cdn.com/techcommunity/original/3X/0/9/0913e9c898c250086273f3cb52deda02b3f899f8.png "Pivotal Tracker connector")

Click **Next**.

Now you can proceed with the action configuration – use the Incoming data panel to include card information received from the trigger output – drag and drop the card name in the _Story name_ field, choose _Project nam_e and fill out the _Description field_:

[![Pivotal Tracker connector configuration](https://global.discourse-cdn.com/techcommunity/optimized/3X/5/d/5dfdf1f697f3d9ae3ce05afebf1701aad7d308da_2_690x349.png)](https://global.discourse-cdn.com/techcommunity/original/3X/5/d/5dfdf1f697f3d9ae3ce05afebf1701aad7d308da.png "Pivotal Tracker connector configuration")

Click **Next** and then **Done**.

Connect the Pivotal Tracker connector to the Stop step. Don’t forget to save your workflow.

[![Final workflow](https://global.discourse-cdn.com/techcommunity/optimized/3X/2/a/2a8acf9f8bcd36f1adac1bec294aa91b5ee47ae8_2_690x312.png)](https://global.discourse-cdn.com/techcommunity/original/3X/2/a/2a8acf9f8bcd36f1adac1bec294aa91b5ee47ae8.png "Final workflow")

You can now run the workflow using the play button in the right upper corner and review the result. If you have configured the workflow correctly, you should see the newly created story in your Pivotal Tracker project:

[![New Pivotal Tracker story](https://global.discourse-cdn.com/techcommunity/optimized/3X/c/a/cabc149c5d9df2a40b17756364fb1dccb7aeaace_2_690x93.png)](https://global.discourse-cdn.com/techcommunity/original/3X/c/a/cabc149c5d9df2a40b17756364fb1dccb7aeaace.png "New Pivotal Tracker story")

Now every time a card is added to your Trello board, a new Pivot Tracker story will be added to your project. Please note that this may take some time.

## Execution history

At the bottom-left corner of the screen you can find the Execution history of the workflow:

[![Execution history](https://global.discourse-cdn.com/techcommunity/optimized/3X/d/e/de8862a84bd3692f49c281b406649dc0c7262426_2_690x112.png)](https://global.discourse-cdn.com/techcommunity/original/3X/d/e/de8862a84bd3692f49c281b406649dc0c7262426.png "Execution history")

From here you can monitor the execution status and view error details if needed:

[![Execution status](https://global.discourse-cdn.com/techcommunity/optimized/3X/e/d/ed76b83d347aba7f2e4eb58c9ec534365a43ca76_2_690x158.png)](https://global.discourse-cdn.com/techcommunity/original/3X/e/d/ed76b83d347aba7f2e4eb58c9ec534365a43ca76.png "Execution status")

Please note that workflow execution logs must be enabled from the workflow execution settings:

![Workflow settings button](https://global.discourse-cdn.com/techcommunity/original/3X/9/f/9f8f81d1142fbbceb32ac1dd20490f46eba93ef8.png)

[![Workflow settings](https://global.discourse-cdn.com/techcommunity/optimized/3X/1/b/1bf6f40e40cfc0a03e629cde936ecc96f8e7cbca_2_690x373.png)](https://global.discourse-cdn.com/techcommunity/original/3X/1/b/1bf6f40e40cfc0a03e629cde936ecc96f8e7cbca.png "Workflow settings")

## Related articles

For more [webMethods.io](http://webmethods.io/) Integration workflow examples involving Trello, refer to the following articles:

- [Automatically generate Trello cards from Slack/Cisco Webex Teams with webMethods.io Integration](https://tech.forums.softwareag.com/t/automatically-generate-trello-cards-from-slack-cisco-webex-teams-with-webmethods-io-integration/291264)
- [Integrate Trello with Asana using webMethods.io Integration](https://tech.forums.softwareag.com/t/integrate-trello-with-asana-using-webmethods-io-integration/289978)
- [Track Cumulocity IoT Device Alarms in Trello with webMethods.io Integration](https://tech.forums.softwareag.com/t/track-cumulocity-iot-device-alarms-in-trello-with-webmethods-io-integration/286123)
- [Integrate Trello with GitHub: Auto Card Creation with webMethods.io Integration](https://tech.forums.softwareag.com/t/integrate-trello-with-github-auto-card-creation-with-webmethods-io-integration/285438)

[Read full topic](https://tech.forums.softwareag.com/t/automate-pivotal-tracker-stories-and-trello-cards-with-webmethods-io-integration/294166)