Integromat is a software tool that allows you to automate manual processes by integrating different types of apps. Integromat developers refer to themselves as the “glue of the internet” as it connects multiple applications to perform different types of tasks.
With Integromat, you can create complex workflows to automate repetitive tasks without writing a single line of code. With a GUI-based interface, you can create workflows with a few clicks of your mouse.
In this article, you will see how to create a simple workflow with Integromat using scenarios and connections in Integromat. The article concludes with some troubleshooting tips for Integromat.
Creating a Workflow with Integromat
Creating a workflow with Integromat is a matter of a few mouse clicks. As an example in this section, you will see how to automate the workflow where you will generate a barcode whenever a new card is added to your Trello dashboard.
Trello is a project management tool that allows users to add common tasks in the form of cards. A card is added to a specific board.
In your workflow, you will use the PDF.CO application to generate a barcode that encodes the name and id of every newly added card in Trello. So, let’s see how you can do this.
- Login To Your Account
- Create a New Scenario
- Setup Options for Trello
- Setup Options for PDF.CO
- Complete Barcode Generation Process
Step 1: Login To Your Account
Login to your Intogramat account by signing in at this link:
Step 2: Create a New Scenario
To create a new workflow in Integromat, you need to create a new scenario. To do so, from the dashboard, click on the “Create a new scenario” button as shown in the following screenshot.
Scenarios and connections
Step 3: Setup Options for Trello
From the following window, click on the plus symbol. From the list of applications on the menu, select Trello. If you are not able to find the desired application, you can search in the search box at the bottom of the list as shown in the following screenshot.
You will see the following screen. Here you can find several triggers, actions, and lists. Select the “Watch Cards” option, which is a trigger that fires whenever a new card is added to any of the dashboards in your Trello account.
If you have not already created a connection with the Trello application you will be asked to add a connection. You can do so by simply clicking the “Add” button as shown below. You will be asked to log in to your Trello account and authorize Integormat to access your account.
The Limit of operation is set to 2 in the following screenshot which means that 2 cards will be processed in a batch.
Next, you need to specify when you want your workflow to become effective. You have the various options as shown in the following screenshot.
Step 4: Setup Options for PDF.CO
In your workflow, you will be generating barcodes based on the name and id of newly added cards in Trello.
To do so, you need to add a barcode generator application to your workflow. PDF.CO is one such application that allows you to generate barcodes. In addition, with PDF.CO, you can perform several other tasks such as converting Google Sheets to PDF and vice versa, extracting information from PDF documents, filling PDF forms using data from other applications, and so on. Integromat also supports PDF.CO’s integration with other applications.
Click the plus button with the caption “Add another module” from the following screen and then select PDF.CO from the list of applications
From the list of tasks, select “Generate a Barcode”.
As you did with Trello, you will need to add a new connection with PDF.CO if you have not done so already. To do so, you first need to make an account with PDF.CO. Get Your API key from PDF.CO account and paste API Key in the field highlighted in the screenshot below. Click the “Continue” button.
Step 5: Complete Barcode Generation Process
You need to select the information from your Trello card that the PDF.CO will use to generate barcodes. Simply click the fields from the Trello card, and they will be added to the Barcode Value field in PDF.CO pane is shown below where the card name and card id fields are added.
Select the Barcode Type, and type the name of the output file name for your barcodes as shown below. Click the “OK” button.
Finally, click the “Run once” button at the bottom-left of your dashboard.
The barcode generation process will start and you will be able to see at the bottom of your dashboard, all the steps performed at runtime.
To see your generated barcodes, click the number shown at the top of your PDF.CO icon from your dashboard. You will see Operation 1 and Operation 2 (the limit was set to 2 at a time). Click on any operation and then click “Download output bundles”.
A screen will appear where you will see the link to your newly generated barcodes as shown in the following screenshot. Copy and paste the link in your browser to see your barcode.
Now you know how to integrate two applications with Integromat to perform simple tasks. You can use the same technique to integrate other applications to automate your tasks.
Creating and Modifying Connections
In the previous section, you created two connections: one with Trello, and the other with PDF.CO. You do not have to create connections every time you create a new scenario. Connections once created appear in the Connections pane in your dashboard. To see all your existing connections, click the Connections from your dashboard as shown below:
You can see the two connections that you created in the previous section. You can reauthorize and test your connections in case of any update to your accounts e.g. update of your API key etc.
Troubleshooting Issues
Since Integromat accesses data over the network to integrate multiple applications, various issues can arise. You can check the official error processing link for Integromat for troubleshooting any issues. Furthermore, you can seek help for Integromat related issues from the official Integormat help center.
Finally, you can take help from the Integromat social media community to seek help and contribute towards the solution of common Integromat errors.
