MazricaとTrelloの連携イメージ
How to Integrate Applications

2025-02-03

How to integrate Mazrica with Trello and add actions registered in Mazrica to Trello

k.ohshiro

Wouldn't it be convenient if you could automatically add Mazrica's project information to Trello?
Some sales representatives might be managing tasks in Trello based on Mazrica's information.
However, usually, you need to manually input tasks, which means manual work every time project information is registered, and that's quite a hassle, isn't it?
This article explains the settings to automate the above tasks by integrating Mazrica and Trello.
If you're thinking, "I want to reduce the hassle of data entry" or "I want to streamline task management," try the automatic integration by referring to this article!

Benefits of Integrating Mazrica and Trello

Benefit 1. Reduction in Work Time

By using the automatic integration introduced this time, project information is consolidated in Trello, and new cards are automatically created.
For those who have been creating new cards in Trello every time information is registered in Mazrica, this will save you from that task, leading to a reduction in work time.
Additionally, automation reduces the risk of forgetting to input information, preventing discrepancies between Mazrica and Trello information from occurring in advance.

Benefit 2. Smooth Interdepartmental Collaboration

For example, if sales mainly use Mazrica but customer success uses Trello, delays in input tasks can lead to discrepancies in understanding between teams.
By automatically synchronizing information from Mazrica to Trello, information registered by the sales team can be quickly shared with other departments such as the development team or customer success.
This helps prevent misunderstandings in advance, leading to smooth interdepartmental collaboration.
Not only do you enjoy individual benefits like "reduced work time," but you also gain team-wide benefits, contributing to overall productivity improvement.

[About Yoom]

Mazrica and Trello Integration Flow

Now, let's introduce the steps to actually integrate Mazrica and Trello.

  1. Set up the app trigger
  2. Create a new card

Yoom provides the above two steps as a template.
You can create a flow bot more easily than creating from scratch, so first, click the "Try it" button on the banner below to copy the template!

Mazrica and Trello My Apps Integration

After copying the template, first register Mazrica and Trello from Yoom's "My Apps" as a preliminary step.
※ If you have already registered, please proceed to "Step 1. Set App Trigger".

<Procedure>

1. After logging into Yoom, click "+ New Connection" from the "My Apps" menu on the left side

2. Search for the app name, enter the required information, and register the app

If Mazrica and Trello are displayed in the My Apps list, you are ready!
Let's proceed to the detailed settings!

Step 1. Set App Trigger

First, click on the app trigger "When a project action is registered".

On the first page, confirm the account information linked in advance.
If there are no issues, click "Next".

On the next page, set up the API connection.
Specify "Project Type" and "Action Purpose", then click Test.
※ Please note that the "Trigger Activation Interval" varies depending on your subscription plan. For details,
click here.

If there are no issues up to this point, click "Save" to complete the trigger setup.

Step 2. Create a New Card

Next, click "Create a New Card".

On the first page, as in Step 1, only confirm the account information, and if there are no issues, click "Next".

On the second page, set up the card addition.
"Key", "Token", "Board ID", and "List ID" are required fields, so make sure to enter them.
Other fields are optional, so use the outputted information as needed and enter accordingly.

Click "Test" and if no errors occur, click "Save".

If a popup like the image below appears, all settings are complete.

Other Automation Examples Using Mazrica and Trello

Yoom has many automation examples using Mazrica and Trello.
Here are some representative examples.

1. Add to Notion when a project action is registered in Mazrica

In this case, the output destination was Google Sheets, but it is also possible to link Notion as the output destination.
Recommended for those who want to aggregate project information in Notion.

2. Send a Template Email via Gmail Using Mazrica's Contact Information

This integration is a flow that automatically sends emails via Gmail based on Mazrica's contact information.
For those who manually create and send emails each time, using this integration will likely reduce the effort involved.

3. Notify Slack when a card is created in Trello

For those using Slack as a communication tool, you can send automatic notifications by integrating it with Trello.
This is recommended for cases where you want to automatically notify Slack of newly added task information to prevent any oversight.

Summary

How was it?
As you can see, Yoom allows you to easily set up integrations without any programming knowledge.
By integrating Mazrica and Trello, not only can you reduce working hours, but you can also prevent information inconsistencies.
Additionally, faster information sharing can lead to strengthened inter-departmental collaboration.
If you are experiencing challenges with information management using multiple apps, please consider utilizing Yoom!

If you are interested, please start by registering for free here!

The person who wrote this article
k.ohshiro
I've been working for SaaS companies as a customer success since I was a student. I was working using multiple cloud services, and there were times when I thought it would be convenient if services could be linked more easily with each other. Since apps can be linked without code with Yoom, anyone can easily set it up. I would like to be able to convey the appeal of Yoom in an easy-to-understand manner and contribute to improving everyone's work efficiency!
Tags
Mazrica
Trello
Automation
Integration
Automatic
App integration
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