Getting M.E.A.N. With Trello and Zapier

This tutorial demonstrates how to integrate Trello and Zapier to create a powerful workflow, automating the creation of Trello cards upon adding new user data to a MongoDB database. We'll build this using the M.E.A.N. stack and the Yeoman generator generator-angular-fullstack.

Key Concepts:

• Trello for Task Management: Trello excels at task organization, offering features like markdown support and shortcuts.
• Zapier for Automation: Zapier connects applications, automating workflows between them.
• MongoDB Data Storage: We use MongoDB to store user data, triggering actions in other apps.
• M.E.A.N. Stack Development: The application utilizes MongoDB, Express.js, AngularJS, and Node.js.
• Yeoman Generator: generator-angular-fullstack simplifies application creation.

Setting up the Environment:

1. Install the Generator: Use npm install -g generator-angular-fullstack to install the Yeoman generator.
2. Create the Application: Run yo angular-fullstack and configure it to include Mongoose for data modeling.
3. MongoDB Setup: Create a MongoDB database (e.g., using MongoHQ or a similar service) and a user account for it. Note the connection URI, username, and password.

Server-Side Development:

1. Configure MongoDB Connection: Update server/config/development.js with your MongoDB connection URI:

'use strict';

module.exports = {
  mongo: {
    uri: 'mongodb://<username>:<password>@<host>:<port>/<database>'
  },
  seedDB: true
};

2. Create the User Endpoint: Generate a user endpoint using yo angular-fullstack:endpoint user. Modify the server/api/user/user.model.js schema to include the necessary fields (name, email, location, reason, message).

var UserSchema = new Schema({
    name: String,
    email: String,
    location: String,
    reason: String,
    message: String
});

Client-Side Development:

1. Create the Form: Modify the client/app/main/main.html file to create a form with input fields for each field in the MongoDB schema. Use ng-model to bind the input values to the scope.

2. Handle Form Submission: In client/app/main/main.controller.js, create a sendForm() function that uses $http.post to send the form data to the /api/users endpoint.

angular.module('yoTrelloApp')
    .controller('MainCtrl', function($scope, $http) {
        $scope.sendForm = function() {
            // ... (form data handling as before) ...
        };
    });

Zapier Integration:

1. Create a New Zap: In Zapier, create a new Zap with MongoDB as the trigger app and Trello as the action app.
2. Configure the Trigger: Set the trigger to "New Document" and specify your MongoDB database and the "users" collection.
3. Configure the Action: Set the action to "Create Card" in Trello. Map the MongoDB fields to the appropriate Trello card fields (title, description, etc.). Use Markdown in the description for formatting.

4. Test the Zap: Test the Zap to ensure it correctly creates Trello cards when new documents are added to the MongoDB collection.

Conclusion:

This integrated system provides a streamlined workflow: users submit data via a form, the data is stored in MongoDB, and Zapier automatically creates a corresponding Trello card, automating task management. Remember to replace placeholder values in the code snippets with your actual MongoDB credentials and Trello board information.

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