Popular TemplateDocs + Trello flows

Start from a real workflow other teams are already running.

Choose a trigger

TemplateDocs logo

TemplateDocs

When this happens...

Choose an action

Trello logo

Trello

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between TemplateDocs and Trello.

When this happensTriggers

A trigger is an event that starts a workflow.

New/Updated Board

New/Updated Board

Triggers when a new board is added or updated

Card Archived

Card Archived

Triggers when a card is archieved in trello

New Comment Added To Card

New Comment Added To Card

Runs when new comment added

New Card Created

New Card Created

Runs when new card is created

Add Attachment to Card

Add Attachment to Card

Triggers when a new attachment is added to card

Add Checklist to Card

Add Checklist to Card

Triggers when a new checklist is added to card

Do thisActions

Action is the task that follows automatically within your TemplateDocs integrations.

Generate Document from Template

Generate Document from Template

Create document from template

Get Template File URL

Get Template File URL

Get template's public URL

Update Template Name And Warnings

Update Template Name And Warnings

Update name and warning option

List or Search Templates

List or Search Templates

List or search templates

Create Board

Create Board

Create a new board

Create Trello Card

Create Trello Card

Create a new Trello card

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Learn how to automate TemplateDocs and Trello workflows.

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Frequently Asked Questions

How do I connect TemplateDocs and Trello?

Sign up for a free viaSocket account, then authorize both your TemplateDocs and Trello accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between TemplateDocs and Trello as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from TemplateDocs to Trello?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Trello. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where TemplateDocs triggers actions in Trello, and a separate workflow where Trello triggers actions in TemplateDocs. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between TemplateDocs and Trello. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire TemplateDocs and Trello integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.