Automate information synchronization by integrating Notion and Trello!

Step 2: Set the Trigger

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5.Click on "When a database is created or updated" in the app trigger.

6.Enter your account information and click "Next."

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7.API Connection Settings for App Trigger
Trigger Activation Interval: The trigger activation timing can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest interval you can set depends on your plan, so be sure to check that. It is generally recommended to use the shortest activation interval available in your plan.  

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8. After testing, click "Save."
9.Next,click"".
10.Enter your account information and enter your desired database ID.Click "Next."

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11.Retrieve a single record that matches the specified conditions from the selected table in Notion.
Please enter the conditions for the record you want to retrieve and perform the test.

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12.After entering the information, click "Test" and if everything is OK, click "Save."

Step 3: Set the Action

1. Select "Create Card".
2. Enter your account information and click "Next."

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3. API Connection Settings

• Key: Set optionally
• Token: Set optionally
• Board ID: Enter as described below the text box
• List ID: Enter the ID of the list to which the card will be added
• Title: Click "When a new item is created in the database" in the output and select "Title"
• Location Information: Set optionally

Due Date, Member ID, Label ID, and Description can be left unset. Enter them optionally.

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4. 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!!"

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Other Automation Examples with Notion and Trello

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Notion and Trello. All of them can be used with simple settings, so if you find something that interests you, please give it a try!

Automation Example Using Notion

You can register Google Form responses into a Notion database with this flow.
When a response is submitted through Google Forms, the content of that response can be automatically registered in the 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 specific database in Notion, when created or updated, automatically integrates with Slack to send a chat message.
It automatically sends chat messages for tasks created or modified in Notion, which can help prevent task omissions.

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

Examples of Automation Using Trello

Create a card in Trello when the status is changed in kintone. This is a flow that allows you to do so.

You can create cards in Trello not only based on information from Notion but also from other tools like kintone. Try customizing and utilizing the tools you use in your daily work!

‍When a card is added to Trello, a task is also added to Asana. This flow allows you to not only add cards to Trello based on information from other tools but also update other tools based on information from Trello. Customizing the tools you regularly use for work might make them more effective in your daily tasks.

Create an Opportunity record in Salesforce when a Trello card is updated flow.

In addition to when a card is added, you can also create a flow for when a card is updated. Since the Opportunity record in Salesforce is automatically created, it seems particularly useful for collaboration with the sales department.

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, making it easier to manage 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 the Trello board. This auto-generation makes it easier for the entire team to check the latest progress and quickly make necessary adjustments or additional responses.
This is especially 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, you can quickly update task assignments and the latest progress, helping all members 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. Teams working remotely can share information in the same way, improving communication efficiency.

3. Reducing Errors and Workload by Automating Routine Tasks‍

Since a card is automatically generated in Trello when a new item is added to Notion, there is no need for manual task additions or confirmations, significantly improving work efficiency.

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

Conclusion

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