How to Integrate Applications

2024/07/05

How to integrate Notion and Trello to create a card in Trello when an item is added to a Notion database

y.matsumoto

Recommended for

  • Team members looking to streamline task management with Trello
  • Those managing information with Notion but also needing to share task status
  • Project managers facing challenges in centralizing information across multiple tools
  • Business personnel considering automating routine tasks with Notion and Trello
  • Users interested in efficiency through no-code tool integration

Benefits and Use Cases of Integrating Notion and Trello

1. More Accurate Project Progress Management

When an item is added to Notion, a card is generated in Trello, allowing for management without delays or omissions in information.

For example, when the sales team adds new project request information to Notion, the corresponding task is automatically visualized as a card on Trello's board. This auto-generation makes it easier for the entire team to check the latest progress, enabling necessary adjustments or additional actions to be taken swiftly.
This is particularly effective when managing multiple projects simultaneously, allowing both leaders and team members to smoothly prioritize tasks.

2. Speeding Up Information Sharing and Promoting Teamwork

By integrating Notion and Trello, task assignments and the latest progress can be updated in real-time, allowing all members to act based on the same information.

For instance, when new client needs or requirements are documented in Notion, a system is utilized where related tasks are automatically assigned in Trello. This reduces the need for additional explanations in meetings or chats, minimizing information discrepancies. It also aids in efficient communication, even for teams working remotely, by enabling shared information.

3. Reducing Errors and Workload Through Automation of Routine Tasks

When a new item is added in Notion, a card is automatically generated in Trello, eliminating the need for manual task additions or checks, and significantly improving work efficiency.

For example, in routine tasks like sales reports or customer interaction records, whenever there is an update in Notion, the corresponding task is generated in Trello, reducing the occurrence of manual errors. By automating repetitive tasks, employees can allocate more time to creative work or customer interactions, contributing to improved overall team performance.

Easily Integrate Notion and Trello with No-Code Tool Yoom

Integrating Notion and Trello automates various tasks, making it very convenient!
However, connecting apps often requires specialized programming knowledge and skills.
That's where the no-code tool Yoom comes in, allowing you to easily integrate Notion and Trello!
The operation method is very straightforward, enabling easy app integration and automation.

[About Yoom]

Before Getting Started

First, if you do not have a Yoom account, please create one from the Yoom Account Creation Page. You can start in 30 seconds!
For basic operations of Yoom, please refer to Getting Started with Yoom.

Step 1: My App Integration

1. First, log in to Yoom and select "My Apps" from the left menu.
2. Select "+ New Connection".  
3. Choose "Notion" and "Trello" for this session and integrate the apps.
4. Select any project from the project list on the left and choose "+ New Creation".  
5. Enter a title of your choice.  

Step 2: Set the Trigger

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6. Select "When a specific app event is received" as shown in the image.
7. Select "Notion" from the list of apps.

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8. Integration Account and Action
 App Trigger Title: Set it as "When a new item is created in the database" this time. Optional settings are fine.
 Account Information to Integrate with Notion: Please select the appropriate account.
 Trigger Action: Select "When a page is created or updated."  
9. API Connection Settings for App Trigger
 Trigger Activation Interval: Optional settings are fine.  
10. After testing, click "Save."  

Step 3: Set the Action

11. Click the "+" button under the app trigger you just created.
12. Select "Integrate with App."
13. Select "Trello" from the list of apps.  

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14. Select Integration Account and Action
 Title: Set it as "Create a card" this time. Optional settings are fine.
 Account Information to Integrate with Trello: Please select the appropriate account.
 Action: Select "Create a new card."

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15. API Connection Settings
 Key: Optional settings are fine.
 Token: Optional settings are fine.
 Board ID: Optional settings are fine.
 List ID: Optional settings are fine.
 Title: Click "When a new item is created in the database" in the output and select "Title."
 Location Information: Optional settings are fine.
 Due Date: Optional settings are fine. (It's okay if not set!)
 Member ID: Optional settings are fine. (It's okay if not set!)
 Label ID: Optional settings are fine. (It's okay if not set!)
 Description: Optional settings are fine. (It's okay if not set!)
16. Conduct a test, and if successful, click "Save."
Well done! This completes the flow of "When an item is added to the Notion database, create a card in Trello!!"

Advanced Integration Flow of Notion and Trello

We have explained how to create a method for "Creating a card in Trello when an item is added to a Notion database."
From here, we will introduce templates using Notion and Trello as an advanced application.
Please give it a try!  

This is a flow that allows you to register responses from Google Forms into a Notion database.
When a response is submitted via Google Forms, the content of that response can be automatically registered into a Notion database.
It can be used for various purposes such as surveys and inquiry forms, so feel free to utilize it according to your needs!

This is a flow where a chat is automatically sent to Slack when a specific database in Notion is created or updated.
It automatically sends a chat for tasks that have been created or modified in Notion, preventing any tasks from being overlooked.

This is a flow that automatically sends emails using information from the Notion database.
It seems that the need for manual email creation and sending tasks is eliminated, significantly improving work efficiency.

This is a flow that adds a task to Asana when a card is added to Trello.
Tasks are automatically added to Asana based on the content of the card added to Trello, preventing errors from manual input.

This is a flow where a record can be added to the kintone database when a card is created in Trello.
Without having to check the content created in Trello, you can automatically add records to the kintone database, eliminating any gaps or omissions in information management.
You can freely change the content to be added to the kintone database.

Summary

We introduced a method to create a convenient flow bot by integrating Notion and Trello!
In addition to integrating Notion and Trello, Yoom can connect with various other apps.
If you want to try using Yoom, there is a two-week free trial available, so please give it a try.

The person who wrote this article
y.matsumoto
Until now, I have experienced sales and sales office work in the human resources industry. Based on my experience in my previous job, I feel that the problems faced by various companies can be reduced by “automating operations.” Through Yoom, we will continue to send out information on a daily basis so that we can solve your problems even a little bit!
Tags
Automation
Integration
Notion
Trello
Related Apps
App integration
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

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