How to create an RPA flow for Trello Data in UiPath Studio

UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for Trello, users can embed Trello data in the workflow.

This article explains how to use the Trello ODBC Driver in UiPath Studio to create an RPA program that accesses Trello data.

👁 Using the CData ODBC Data Sources in UiPath

Configure the Connection to Trello

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Connect UiPath Studio to Trello Data

Now you are ready to use Trello data ODBC DSN in UiPath Studio with the following steps.

1. From the Start page, click Blank to create a New Project.
2. Click Manage Packages then search for and install UiPath.Database.Activities.
3. Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
4. Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
5. Double-click the Connect activity and configure the Connection. 👁 Configure the Connect Activity
   
   1. Click the Connection Wizard
   2. Select "Microsoft ODBC Data Source"
   3. In Connection Properties, select your DSN (CData Trello Source) and click OK
6. To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.
   👁 Bind the Connection to the Output property.
   

Create an Execute Query Activity

With the connection configured, we are ready to query Trello data in our RPA.

1. From the Activities navigation, select Execute Query and drop it on the Flowchart.
2. Double-click the Execute Query activity and set the properties as follows:
   • ExistingDbConnection: Your Connection variable
   • Sql: SELECT statement like SELECT BoardId, Name FROM Boards WHERE Name = 'Public Board'
   • DataTable: Create and use a variable with the Type System.Data.DataTable
   👁 Set the Query for the ODBC Driver.
   

Create Write CSV Activity

With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the Trello data.

1. From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
2. Double-click the Write CSV activity and set the properties as follows:
   • FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
   • DataTable: Set to the DataTable variable you created earlier

Connect the Activities and Run the Flowchart

If they are not already connected, connect each Activity that you created to complete the RPA project for extracting Trello data and exporting it to CSV.

👁 Connect each Activity in the Flowchart

Click Run to extract Trello data and create a CSV file.

👁 Running the RPA Flowchart

In this article, we used the CData ODBC Driver for Trello to create an automation flow that accesses Trello data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live Trello data in UiPath Studio today!