Automate Account Management with Trello

Keeping on top of campaign management in Google Ads can be a struggle, especially if you’re managing several accounts in-house.

The vast majority of PPC managers don’t have any sort of checklist or workflow to make sure they’re always keeping on top of things, resulting in lost optimisation opportunities.

At DemandMore, we wanted to make sure that every PPC manager has their own tailored process, so they can squeeze every last drop of performance out of the accounts they manage.

So, we built this script that integrates Google Ads with Trello (free version) and allows you to create repeating tasks for each account you manage.

You can set up the script so that it produces a little card on a weekly basis that contains the client name, a list of predefined tasks that need to be completed, and the deadline of each of the tasks, to remind you which things need to be done quickly, ensuring that nothing is ever dropped.

The script is completely customisable, and you can change everything from the card name and the items in the checklist to the date the task is due and the person to whom it’s been assigned.

Here’s an example of a card that the script outputs on a weekly basis:

You can create your own personal checklists, then schedule the script to add a card daily, weekly or monthly. Here’s an example of a checklist that the script creates:

Script settings

• Board ID: To find this, go to the board in which you want to create cards, then add .json to the end of the URL: https://trello.com/b/Yed68oFa/wes-to-do-lists.json. It then shows you the ID at the beginning of the first line. Copy this ID and paste it between the quotation marks for the BOARDID, like so: BOARDID = ‘{Board ID here}’. Add this on line 19.
• API key: To use Trello’s API, you need an API key, which can be found here: Trello Developer API key. Simply copy the key and insert it between the quotation marks for KEY = ‘’. This should be added on line 22.
• API token: You also need a token to go with your API key. This can be found here: Trello Token Generator. You have to click “Authorize Trello” to be able to use the token on your account. Once you’ve got your token, copy and paste it between the quotation marks for TOKEN = ‘’ and add it on line 25.
• List name: This is what you want your checklist to be called (which is composed of different cards) – for example, ‘to-do list’. Type your list name into the quotation marks: LISTNAME = ‘’. This should be added on line 29.
• Card name: This is what you want the cards inside your list to be called (i.e. the task to be completed) – for example, CARDNAME = ‘review search terms report’. This should be added on line 31.
• Due date: This field adds a due date to your card. Specify each card’s due date by entering the number of whole days you have to complete the task. For example, for a task that needs to be completed within two days, DUEDATE = 2. This should be added on line 34.
• Assign to a user: To assign the task to someone, enter their username between the quotation marks. To find an individual’s username, click on their photo at the top of the board, and copy the username below their name – for example, ‘@wes1’. Paste this into the quotation marks for USERNAME  = ‘’ (or leave blank if you don’t want to assign it to anyone). This should be added on line 37.
• Specify items to add to the new checklist: Now add tasks to your checklist – for example, [‘review search term report’,‘review display placements’]. This should be added on line 40.

/**
*
* 
*
* 
* 
*
* Version: 1.0
* maintained by DemandMore
*
**/
//~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~//
//~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~//
//Options
//Specify board id
BOARDID = ''
//Specify API key 
KEY = ''
//Specify API token
TOKEN = ''
//Select the list where the card should be created, for example 'to do'
LISTNAME = ''
//Specify the card's name, for example 'email client'
CARDNAME = ''
//Specify the card's due date, x days from today (integer)
DUEDATE = 4
//Assign the card to a user, specify username, leave blank ('') to assign to nobody
USERNAME = ''
//Specify items that will be added to the newly created checklist, for example ['x','y','z'], leave blank not to add any checkitems
CHECKITEMS = ['review search terms']
//~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~//
//~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~//
function request(url, method)
{
 var response = UrlFetchApp.fetch(url, {'method' : method}).getContentText();
 var  data = JSON.parse(response)
 
 return data
}
function authenticate(url)
{
  
 var key = KEY
 var token = TOKEN
 
 url = url.replace('%k', key)
 url = url.replace('%t', token)
 url = url.replace('%b', BOARDID)
  
  return url
}  
function findList(listName)
{var urlList = 'https://api.trello.com/1/boards/%b?actions=all&boardStars=none&cards=none&card_pluginData=false&checklists=none&customFields=false&fields=name%2Cdesc%2CdescData%2Cclosed%2CidOrganization%2Cpinned%2Curl%2CshortUrl%2Cprefs%2ClabelNames&lists=open&members=none&memberships=none&membersInvited=none&membersInvited_fields=all&pluginData=false&organization=false&organization_pluginData=false&myPrefs=false&tags=false&key=%k&token=%t'
urlList = authenticate(urlList)
var lists = request(urlList, 'get')['lists']
  
  for(var list in lists)
  {if(lists[list]['name'] == listName)
  {
    var listId = lists[list]['id']
  }
  }  
 
return listId
}
function addCard(cardName, dueDateFormated, listId, memberId)
{
  var urlCard = 'https://api.trello.com/1/cards?name=' +cardName+ '&due=' +dueDateFormated+ '&idList=' +listId+ '&keepFromSource=all&key=%k&token=%t&idMembers='+memberId
urlCard = authenticate(urlCard)
var cardId = request(urlCard, 'post')['id']
return cardId
}
function addChecklist(cardId)
{
  var urlChecklist = 'https://api.trello.com/1/checklists?idCard='+cardId+'&name=checklist_name&key=%k&token=%t'
urlChecklist = authenticate(urlChecklist)
var checklistId = request(urlChecklist, 'post')['id']
return checklistId
}
function addCheckItems(checkItems, checklistId)
{
  
var urlCheckItem = 'https://api.trello.com/1/checklists/'+checklistId+'/checkItems?name=%s&pos=bottom&checked=false&token=%t&key=%k'
urlCheckItem = authenticate(urlCheckItem)
for(var checkItem in checkItems)
{
 request(urlCheckItem.replace('%s', checkItems[checkItem]), method = 'post') 
}
}
function findMember(userName)
{
  
  var urlMembers = 'https://api.trello.com/1/boards/%b?members=all&token=%t&key=%k'
  urlMembers = authenticate(urlMembers)
  var members = request(urlMembers, 'get')['members']
    for(var member in members)
    {if(members[member]['username'] == userName)
    {
      var memberId = members[member]['id']
    }
    }  
  return memberId
}
function main() {
  
 var dueDateFormated = new Date(new Date().getTime() + (DUEDATE * 1000 * 60 * 60 * 24))
 dueDateFormated = Utilities.formatDate(dueDateFormated, 'GMT', 'Y-M-d')
  
  if(USERNAME != '')
  {
  var memberId = findMember(USERNAME)
  }
  else
  {
    memberId = ''
  }
  var listId = findList(LISTNAME)
  var cardId = addCard(CARDNAME, dueDateFormated, listId, memberId)
  if(CHECKITEMS.length > 0)
  {
  var checklistId = addChecklist(cardId)
  addCheckItems(CHECKITEMS, checklistId)
  }
}