How to integrate Airtable with Trello to register a task in Trello when a deal is won in Airtable

To ensure smooth workflow, it is essential not only to have strong cohesion within the team but also cooperation between teams. Particularly, for the seamless flow of processes such as sales, order processing, and distribution, it is crucial for each section to quickly commence their tasks.
In this context, we introduce an app integration that facilitates the start of post-order processes by linking Airtable and Trello.
This integration is beneficial for strengthening collaboration across departments. Please take advantage of this opportunity.

Recommended for

Teams managing deals with Airtable
Teams utilizing Trello for task management
Leaders aiming to enhance inter-departmental collaboration and expedite operations
Those who wish to smoothly initiate post-order processes

Benefits and Examples of Airtable and Trello Integration

Benefit 1: Prevents Oversights

With this app integration, when the status in Airtable changes to "ordered," a task is automatically created in Trello. This allows for quick visualization of post-order tasks, potentially reducing the likelihood of oversights.
For instance, if previously, after the deal phase ended, communication from the sales department to each department or individual checks of Airtable status were required to move to the next process, it could be said that there was a high chance of oversights.
By implementing this app integration and having tasks registered in Trello, visibility is improved, which may help prevent check errors.

Benefit 2: Quick Task Grasp

Since tasks are automatically created in Trello when the Airtable status changes to "ordered," it should be easier to quickly grasp the currently ordered projects.
For example, if each department accesses Airtable and manually creates tasks in Trello after finding projects that have moved to the order phase, it can be time-consuming and labor-intensive.
However, by implementing app integration and automation, simply accessing Trello allows for confirmation of projects with an order status, potentially making it easier to transition to post-order processes more quickly than before.

Benefit 3: Easier Progress Management

In cases where there is a series of flows such as deal to order that require inter-departmental collaboration, if status changes are visualized as Trello cards, the process during phase transitions can be standardized, making progress management easier.
For example, when manually creating tasks in Trello after checking Airtable, if there are other tasks with higher priority, task creation might be delayed.
This would prevent other members from advancing to the next process, which is not efficient. However, if task creation is automated, Trello will consolidate tasks that need to be done, and it will be easier to grasp projects that have already been ordered and moved to the next phase, facilitating progress checks.

Now, let's explain how to use the no-code tool Yoom to "register a task in Trello when a deal is ordered in Airtable."

[What is Yoom]

How to Register a Task in Trello When a Deal is Ordered in Airtable

First, only when the status in Airtable becomes "ordered," retrieve that field data using Airtable's API.
Then, using Trello's API, it is possible to receive this data and register it as a card.
Generally, programming knowledge is required to achieve such integration, but with the no-code tool Yoom, it can be easily realized without programming knowledge.

The integration flow is broadly divided into the following processes.

Integrate Airtable and Trello with My Apps
Set up branching with the "ordered" status in Airtable
Set up card creation in Trello
Turn on the trigger button and verify the integration operation between Airtable and Trello

First, register with Yoom.
Yoom offers a 2-week trial where you can actually operate and check the usability.

Step 1: Integrate Airtable and Trello with My App

After completing the registration with Yoom, please select "My App" from the menu on the left.

Next, click the new connection button at the top right.

Integration of Airtable and Yoom

1. Prepare Airtable
Prepare the Airtable you will use at this stage.

For testing purposes, we have prepared something like the above.
Note that the Airtable you prepare does not have to be exactly like the above, but make sure to include the fields "Last Modified Time" and "Status (Order)".

Last Modified Time

Status

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2. Search

Once Airtable is ready, enter Airtable in the search box and click the Airtable icon.

3. Log In
First, log in to Airtable.
The Airtable sign-in screen will appear. Sign in with the account you want to integrate.‍

4. Add a Base

After signing in, you will transition to the screen above.

Click "Add a Base" in the red frame and select the base you want to integrate.

5. Grant Access

Once the base is added, press "Grant Access".

Return to the Yoom screen, and when the above display appears, the integration is complete.

Integration of Trello and Yoom

1. Search

Click the Trello icon.‍

2. Enter Required Fields

Fill in each field.
For more details, please see About Trello My App Integration.

The API key and access token obtained here will be used in later settings.

3. Add
Once all entries are complete, click the add button at the bottom right.

Step 2: Copy the Template

Next, please copy the template that will be used this time.

1. Click "See Details" on the top banner
2. Click "Try This Template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register
※ If you have already registered, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. Let's proceed with detailed settings as you transition to a page like the image. Step 3: Launch Airtable and set up branching with the status "Order Received" 1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template
‍ Click "【Copy】Register a task in Trello when a deal is won in Airtable".‍ 3. Select App Trigger Click "When a record is updated" on the Airtable icon.
Since the title and other settings are complete, press Next.‍ 4. Set the trigger activation interval
Set the activation interval.
You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan. 5. Enter ID Follow the supplement at the bottom of the box and copy & paste from the Airtable URL.‍ 6. Enter the field name for Last Modified Time
Please enter the field name for Last Modified Time set in Airtable.
This time, it is set as "Last Modified Time", so it is set as shown in the image. 7. Run the test Once the settings are complete, press the test button. If "Test Successful" is displayed in blue as shown in the image, obtain the Airtable data you want to reflect in Trello as JSONPATH output.
Please scroll down the screen. 8. Add the values to be obtained
Click the red frame.
Airtable data will be displayed as shown in the image.
If you want to obtain the data to be reflected in Trello, click the "+ mark".
This time, since we are using a template, there are already obtained values. Therefore, let's select the "Department" that has not been obtained.
When the value is obtained, it will be reflected on the right side. Press Save.
The registration as an output is complete. You can change the name by hovering the cursor over it.
Press the pen mark and change the item name to something that corresponds to the value obtained in text if necessary.
We also have a page on How to Obtain Outputs with JSON PATH. Please take a look as well. 9. Save Once the value acquisition is complete, save it. Next, set up branching. 1. Branch Click "Determine if the status is Order Received" on the arrow icon.
※ "Branching" is an action supported by the paid plan. A 2-week trial is available for the paid plan.‍ 2. Confirm Since we are using a template, the settings are complete. Let's check if it is in the same state as the image. By setting this, the Flowbot will operate when the status of the Airtable data becomes "Order Received".
After confirming, press Save. Step 4: Set up creating a card in Trello 1. Connect with the app Click "Create a new card" on the Trello icon.
Since the title and other settings are complete, press Next.‍ 2. Set the key and token
Enter the API key and access token used during the My App integration earlier.
You can also re-acquire it from Trello My App Integration.‍ 3. Enter ID
Enter each ID.
Obtain the board ID from the Trello page and paste it. The list ID will be displayed in a list when you click the box.
Decide which list to create the card in. 4. Insert Output Set up to reflect Airtable data in Trello.
First, click the title box. Select the Airtable icon.
A list of Airtable field data will be displayed.
Click and insert the one you want to use as the card title from among them.
It will look like the image when inserted. By setting the description part in the same way, it becomes easier to understand the content of the card.
It is also recommended to use symbols, etc., to make it easier to see.‍ 5. Run the test Once the settings are complete, press the test button.
If "Test Successful" is displayed and you have confirmed that a card has actually been created in Trello, click Save.‍ 6. Turn ON the Trigger When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the app integration. The Flowbot template used this time
Register a task in Trello when a deal is won in Airtable

Other Automation Examples Using Airtable and Trello

Here are some other examples of automation using Airtable and Trello.

1. Add to Airtable When a Card is Registered in Trello

We have prepared the reverse version of this process. By adding a card, data is also registered in Airtable, making it easier to manage tasks more flexibly.

2. Notify Slack when a card is created in Trello

This template is also recommended if you want to be quickly informed when a card is added.

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3. Notify Slack when Trello card information is updated

It is possible to notify not only additions but also updates. Using this in conjunction with the current flow bot may enhance convenience.

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Summary

By visualizing what needs to be done, you can prevent oversights and make it easier to handle tasks efficiently. Additionally, automation like this can potentially strengthen inter-departmental collaboration, leading to business improvement. Even if you have previously given up on implementing automation, Yoom offers an easy-to-integrate solution without the need for programming, making it accessible. Why not take this opportunity to integrate apps and implement automation to make your daily operations more comfortable?