Trello Documentation
How to Automatically Add Labels to Trello Cards
Keeping your Trello board organized doesn't have to be a manual task. With Hipporello’s automation engine, you can ensure every new card is categorized the moment it’s created.
In this guide, we’ll walk through how to set up a rule that automatically assigns labels to your cards based on form submissions.
Step-by-Step Guide
1. Access the Automation Settings
To get started, navigate to the form's edit page in your Hipporello dashboard. From the top navigation menu, click on the Automation section and select "Create a New Rule."
2. Define the Trigger (When)
Every automation starts with a trigger. In the "When" menu, pick the event that will kick off the process (such as a form being submitted).
Pro Tip: You can also define a Condition or Delay at this stage if you want the label to be added only under specific circumstances or after a certain amount of time.
3. Set the Action (Then)
Now, tell the system what to do once the trigger is activated:
Go to the "Then" menu.
Select the action you'd like to perform—in this case, choose "Add Label."
Select the specific label(s) you want to add from your Trello board's list.
4. Publish and Test
Once your rule is set, click Publish to make it live. It’s always a good idea to test your workflow:
Fill out the form as a requester would.
Submit the form.
Head over to your Trello board to see the result.
The Result
As soon as the form is submitted, a new card will appear on your board with the selected label already attached. It’s that easy!
Why use automated labeling?
Instant Organization: No more manual dragging or tagging.
Visual Priority: Immediately identify the type of request (e.g., "Bug", "Feedback", "Urgent").
Workflow Efficiency: Combined with other rules, you can move cards to specific lists based on their labels.
Any other questions? Get in touch