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URL: https://www.cdata.com/kb/tech/trello-cloud-appsheet.rst

⇱ Create Trello-Connected Business Apps in AppSheet


Create Trello-Connected Business Apps in AppSheet

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Trello Data via CData Connect AI in Google AppSheet and create custom business applications with real-time access to Trello data.

Google AppSheet is a no-code development platform for application software, enabling users to design mobile, tablet, and web applications. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Trello data for business applications. This article outlines the process of connecting to Trello using Connect AI and constructing a basic app from Trello data within AppSheet.

CData Connect AI offers a dedicated cloud-to-cloud interface for Trello, enabling the creation of reports directly from live Trello data within AppSheet, all without the need for data replication to a native database. When you design applications that interact with data, AppSheet formulates SQL queries to retrieve the required information. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Trello. This leverages server-side processing to swiftly deliver the requested Trello data.

Configure Trello Connectivity for AppSheet

Connectivity to Trello from AppSheet is made possible through CData Connect AI. To work with Trello data from AppSheet, we start by creating and configuring a Trello connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Trello" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to Trello.

    Trello uses token-based authentication to grant third-party applications access to their API. When a user has granted an application access to their data, the application is given a token that can be used to make requests to Trello's API.

    Trello's API can be accessed in 2 different ways. The first is using Trello's own Authorization Route, and the second is using OAuth1.0.

    • Authorization Route: At the moment of registration, Trello assigns an API key and Token to the account. See the Help documentation for information on how to connect via the Authorization route.
    • OAuth Route: Similar to using Authorization, OAuth creates an Application Id and Secret when you create your account. See the Help documentation for information on how to to connect.
    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Trello Connection page and update the User-based permissions. πŸ‘ Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. πŸ‘ Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Trello data from AppSheet.

Connect to Trello from AppSheet

The steps below outline connecting to CData Connect AI from AppSheet to create a new Trello data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source πŸ‘ Creating a new data source
  4. Select Cloud Database and set the connection information
    • Type: Sql Server
    • Server: tds.cdata.com,14333
    • Database: the Trello connection, for example, Trello1
    • Username: a Connect AI user, for example, [email protected]
    • Password: the PAT for the above Connect AI user
    • SSL: Require SSL
    πŸ‘ Connecting to Connect AI
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for Trello, you can start building apps on Trello data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source
  4. Select the table or view with the data you want πŸ‘ Selecting a table

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

πŸ‘ Configuring an app connected to Connect AI.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!