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Do you want to automate task management and enhance team collaboration with Notion and Trello?
For teams looking to improve task tracking and project visibility, integrating Notion with Trello offers a perfect solution. By linking tasks in Notion with Trello, you can centralize your workflow, ensuring smooth task management across platforms.
In this article, we’ll show you the powerful capability of Notion Trello integration and how to set it up easily.
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In this guide, you'll learn the step-by-step process of how to use Yoom to automatically sync Notion database entries with Trello by creating cards automatically.
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
■Overview
This flow creates a card in Trello when an item is added to a Notion database.
By setting up this integration, you can keep your projects organized and up-to-date without any extra effort.
By connecting Notion and Trello, you can create a card in Trello without any missing or incomplete information whenever an item is added to the specified Notion database.
■Notes
・Please connect both Notion and Trello with Yoom.
・For instructions on how to register Trello as a My App, please refer to the following link: https://intercom.help/yoom/ja/articles/5543455
Let's walk through how to set up a flow that automatically creates a Trello card when an item is added to a Notion database.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
Go to "My Apps" from the left side menu and click "+ Add".
Connect Notion
⚠️ Note: Databases created after registering with Yoom cannot be linked, so make sure to prepare the database you plan to use before registering in My Apps. If you’ve already linked it with Yoom but need to use a new database, you’ll need to register in My Apps again.
Search for "Notion" from the app list and select it.
Log in with your Notion account. When the following screen appears, click "Select Pages".
Select the page(s) to grant access to the database and click "Allowing Access".
Similarly, go to "My Apps" from the left side menu and click "+ Add".
Search for "Trello" from the app list and select it.
Enter the account name.
Use a name that's easy to recognize, such as your company name or the person responsible for the account.
To get the Access Token and API key, please refer to this guide for step-by-step instructions.
Copy the token and paste it into the corresponding field on the Yoom screen to complete the setup.
Click the "Try It" button to copy the pre-built template into your project.
■Overview
This flow creates a card in Trello when an item is added to a Notion database.
By setting up this integration, you can keep your projects organized and up-to-date without any extra effort.
By connecting Notion and Trello, you can create a card in Trello without any missing or incomplete information whenever an item is added to the specified Notion database.
■Notes
・Please connect both Notion and Trello with Yoom.
・For instructions on how to register Trello as a My App, please refer to the following link: https://intercom.help/yoom/ja/articles/5543455
Click "Try this template".
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
Let’s start by setting up the trigger action. Click on the Notion app trigger action.
The next page is already pre-configured. You can change the title if you want.
Set your trigger interval (how often you want Yoom to check Notion for new updates). It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Then click “Test”.
If the test is successful and you can see the retrieved value get updated. If the data is correct, click “Save”.
Next, click on the Notion app action item.
Select the Database ID from the displayed options. This is where you specify which Notion database you want Yoom to retrieve data from. Once chosen, press "Next" to continue.
Now, let’s set up to retrieve a specific record from the selected Notion database based on the defined conditions.
Enter the conditions for the record you wish to retrieve, then run a test.
If the test is successful, your retrieved value section will get updated. If the data is correct, click “Save”.
📚 Reference: For more details on retrieved values and how to set them up, see the guide here.
Select “Create Card”.
Give your action a title (optional). Confirm if the settings are correct.
Fill out all the required fields :)
Then click “Test”.
If the test is successful, your Trello card should get created. If the data is correct, click “Save”.
Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.
That’s it! 🎉 The Flowbot is now complete!
■Overview
This flow creates a card in Trello when an item is added to a Notion database.
By setting up this integration, you can keep your projects organized and up-to-date without any extra effort.
By connecting Notion and Trello, you can create a card in Trello without any missing or incomplete information whenever an item is added to the specified Notion database.
■Notes
・Please connect both Notion and Trello with Yoom.
・For instructions on how to register Trello as a My App, please refer to the following link: https://intercom.help/yoom/ja/articles/5543455
By integrating Notion with Trello, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
■Overview
The workflow "Extract tasks from Notion until the end of this month and create cards in Trello" is a business workflow designed to manage tasks more efficiently.
By automatically extracting tasks managed in Notion until the end of this month and creating them as cards in Trello, task visualization and sharing within the team can be done smoothly.
This eliminates the hassle of manual data transfer and achieves work efficiency.
■Recommended for those who
■Benefits of using this template
■Overview
This is a flow that adds a card registered in Trello to Notion.
■Recommended for
1. Companies managing tasks with Trello
・Those utilizing it for task management within the team
・Those visualizing the progress of project-related tasks
2. Companies using Notion as a centralized information management place
・Those creating documents related to tasks and accumulating information
・Those visualizing information using databases
■Benefits of using this template
Trello is a useful tool for visualizing progress and facilitating smooth task progression.
By using Notion, you can manage it along with task-related information, making business operations smoother.
However, manually entering Trello's registered information into Notion each time is cumbersome and takes away time from tasks that should be prioritized.
By using this flow, you can automatically add Trello information to Notion, saving time on manual entry and allowing you to allocate time to other tasks.
Additionally, preventing errors from manual entry helps maintain high accuracy of information.
■Notes
・Please link both Trello and Notion with Yoom.
■Overview
The workflow "Archive Trello cards and notify Slack when the status is completed in Notion" seamlessly integrates task management and communication.
When a task is completed in Notion, the corresponding Trello card is automatically archived, and the team is notified via Slack.
This integration enables centralized information management and real-time sharing, allowing efficient tracking of project progress.
■Recommended for
■Benefits of using this template
Share Updates Made on Notion Through Chat Tools
■Overview
This is a workflow that notifies Google Chat when new information is added to any Notion database.
The trigger is activated by registration or update in the Notion database, allowing you to create advanced flows that branch routes for registration and updates using creation and update dates.
■Notes
・Please integrate Notion and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
■Overview
When a page is created or updated in Notion, a notification will be sent to the specified Slack channel.
You can specify any Slack channel as the notification destination.
■Setup Instructions
・Connect Notion and Slack with Yoom. (My App Integration)
・Set up the relevant Notion database, etc., with the trigger "When a page is created or updated" in Notion.
・In Slack's "Notify Slack" operation, set the destination channel and message content based on the page information obtained from Notion.
・Once the setup is complete, when a page is created or updated in Notion, the flow bot will be activated and a notification will be sent to the corresponding Slack channel.
■Notes
・It is necessary to set up account information for integration in each app's operation.
・Please replace the Slack channel ID for the posting destination with any desired value.
■Overview
This is a flow that notifies Discord of new records posted in Notion.
By integrating Notion and Discord, you can stay updated and prevent any information sharing omissions without having to manually create and send messages by accessing Discord.
■Notes
・Please integrate both Notion and Discord with Yoom.
・Feel free to replace the Discord notification destination and message content with any desired values.
Register Submitted Form Response Details To Notion
■Overview
This is a flow that adds a record to a Notion database when there is a response to a Google Form.
■Recommended for
1. Those who manage information with Notion
・Those who want to automatically add information collected via Google Forms, such as customer information, survey results, and event participant information, to a Notion database
・Those who want to utilize Notion's database features to organize and analyze information for business use
2. Those who want to streamline operations by linking Google Forms and Notion
・Those who want to eliminate manual data entry and save time
・Those who want to create tasks in Notion or link related information based on response content
3. Marketing personnel, sales personnel, HR personnel, project managers, etc.
・Those who collect information using Google Forms and manage and utilize it in Notion
■Benefits of using this template
・It saves the effort of manually transferring Google Form responses to a Notion database, leading to significant time savings.
・Since the Notion database is updated immediately when there is a form response, you can always grasp the latest information.
■Notes
・Please link both Google Forms and Notion with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
■Overview
This is a flow that automatically sorts emails received in Gmail by keywords and adds them to Notion.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage business emails using Gmail
・Those who receive a large number of emails daily and want to efficiently sort important emails
・Those who want to quickly determine work priorities and improve time management
2. Those who manage information using Notion
・Those who use Notion for task and project management but want to reduce the hassle of manually entering information
・Those who want to automatically centralize information received via email into a database and make it easier to share with the entire team
■Benefits of using this template
By linking Gmail and Notion, you can simplify the organization and management of emails.
Using this automated flow, you can automatically categorize emails containing important keywords and add them to Notion.
This not only reduces the time spent on manual email management but also allows you to properly manage important information that is easy to overlook.
Additionally, by centrally managing information on Notion, sharing information becomes easier, improving the productivity of the entire team.
By utilizing this flow, you can streamline your work and focus on more important tasks without being overwhelmed by email organization.
■Overview
This is a flow where a record is added to the Notion database when a new response is submitted to the Yoom form.
Data is added to Notion without the need to double-check previously obtained information, preventing any gaps or omissions in information management.
You can also create this by changing the Yoom form trigger to a Google form trigger.
Please refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
■Notes
・Please integrate Notion and Yoom.
Sync Information Added to Notion to Other Database
■Overview
Automatically register task information recorded in the Notion task management database into Microsoft Excel.
■Notes
・It is necessary to set up account integration for both Notion and Microsoft Excel.
・Please replace the columns of the corresponding Microsoft Excel sheet with any desired values for use.
・Microsoft365 (formerly Office365) has both a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
The workflow "Add data to Salesforce when data is added to Notion" reduces data entry tasks.
It also reduces manual input errors, ensuring accurate data management.
■Recommended for
■Benefits of using this template
By linking Notion and Salesforce, data can be added smoothly.
This promotes swift sales activities. Centralized management of customer information simplifies information sharing and improves overall team efficiency.
Additionally, reducing the effort of manual data entry saves time and labor.
This allows you to allocate resources to other important tasks, ultimately enhancing productivity.
Moreover, maintaining data consistency reduces issues like input errors and information duplication, improving management accuracy.
■Overview
This is a flow that adds information to a Google Spreadsheet when it is added to any Notion database.
By integrating Notion and Google Spreadsheet, newly added information is automatically stored in the Google Spreadsheet database, eliminating any gaps or omissions in information management.
Additionally, since the trigger is activated by registration or update in the Notion database, you can create advanced flows such as using creation or update dates to branch the registration and update routes and notify Google Chat using branching operations.
■Notes
・Please integrate both Notion and Google Spreadsheet with Yoom.
Create a New Trello Card When Messages are Posted on Chat Tools
■Overview
This is a flow that registers a card in Trello when a message is posted on Google Chat.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Google Chat regularly
・Those who want to efficiently respond without missing important messages
2. People who use Trello for task management
・Those who want to automatically register messages from Google Chat as tasks and work efficiently
■Benefits of using this template
By utilizing this flow, cards are automatically created in Trello based on notifications from Google Chat.
If you have been creating cards manually, this will save you time and improve work efficiency.
By allocating the saved time to other tasks, you can expect further productivity improvements.
Additionally, automatically adding tasks helps prevent missing any actions.
Simply checking tasks on chat may cause them to get buried among other notifications, but adding them to Trello reduces that risk.
■Notes
・Please connect both Google Chat and Trello with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
■Overview
This is a flow that registers a card in Trello when a message is posted on Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies that use Slack regularly
・Those who use Slack for team communication and want to add tasks directly from message content
2. Companies that manage tasks using Trello
・Those who want to reduce the hassle of manually creating cards
■Benefits of using this template
By using this flow, cards are automatically created in Trello based on Slack notifications.
For those who have been creating cards manually, this reduces the manual effort, thereby improving work efficiency.
By allocating the saved work time to other tasks, productivity can also be expected to improve.
Additionally, automatically adding tasks helps prevent missed tasks.
Simply checking task information in chat may cause it to be buried under other notifications, leading to missed confirmations, but adding it to Trello reduces that risk.
■Notes
・Please connect both Slack and Trello with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the set flow bot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow to register a task in Trello when an inquiry email arrives in Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Gmail for business
・Customer support personnel who receive inquiries from leads or customers via email
・Internal help desk personnel who use email to handle inquiries from employees
・Those who want to improve customer satisfaction by preventing overlooked emails
2. Those who use Trello for business
・Those who want to reduce the effort of task registration and lighten the burden on personnel
・Those who want to speed up information sharing and task understanding
■Benefits of using this template
With this flow, a new card is automatically created in Trello when an inquiry email arrives in Gmail.
By automatically registering the information from the inquiry email as a task, it helps prevent overlooked inquiries, speeds up information sharing, and facilitates smooth follow-ups.
Additionally, since manual transcription is not required, it also helps prevent input errors and registration omissions.
■Notes
・Please integrate both Gmail and Trello with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Register Form Response Details to Trello
■Overview
This is a flow to register information entered in Google Forms into Trello.
■Recommended for
1. Those who collect information using input forms
・Companies using Google Forms
・Those who organize and aggregate collected information
2. Those who manage tasks with Trello
・Those managing project tasks with Trello
・Those adding Google Forms responses as tasks
■Benefits of using this template
Google Forms can be used as a form for surveys from users or inquiries from customers.
However, if you manage the responses from Google Forms as tasks, you might find the manual entry into tools time-consuming and cumbersome.
This template allows you to automatically register Google Forms responses into Trello, reducing the burden of manual entry.
Even if there are many responses to Google Forms, tasks can be added to Trello seamlessly, making task management more efficient.
Additionally, by integrating with chat tools, you can notify task additions to Trello, facilitating smooth task sharing.
■Notes
・Please integrate both Google Forms and Trello with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow where a new card is created in Trello when a form is submitted to Hubspot.
■Recommended for
1. Project Management Team
・Teams that want to manage projects and tasks based on form submissions
・Project managers who want to centrally manage customer requests and feedback in Trello
2. Customer Support Team
・Support departments that want to register customer inquiries and requests as cards in Trello and manage their status
3. Marketing Department
・Teams that want to visually manage customer feedback and requests in Trello and utilize them in marketing activities
■Benefits of Using This Template
・Since cards are automatically created at the same time as form submission, prompt response is possible.
・Automation reduces human resources, allowing you to allocate resources to other important tasks.
■Notes
・Please integrate both Hubspot and Trello with Yoom.
■Overview
The "Register Typeform Responses to Trello" flow is a business workflow that automatically reflects information collected from surveys and forms onto a Trello board.
It eliminates the need to manually enter responses received from Typeform into Trello, enabling centralized data management and rapid task management.
This flow, which leverages Yoom's API integration capabilities to facilitate smooth information transfer, maximizes the utilization of form data.
■Recommended for
■Benefits of using this template
Since Typeform responses are automatically registered in Trello, it saves the effort of manual data entry.
By quickly registering and visualizing information received from forms in Trello, prompt responses become possible.
Automation prevents human errors in data entry, ensuring accurate information management.
Update Database Tools When a New Card Is Registered on Trello
■Overview
This is a flow that adds a record to Microsoft Excel when a card is registered in Trello.
■Recommended for
1. Members of teams using Trello
・Those who want to list and analyze tasks and information managed in Trello using Microsoft Excel
・Those who want to reduce the effort of manually transferring additional information from Trello to Microsoft Excel
・Those who want to always check the latest Trello information in Microsoft Excel
2. Team leaders and managers
・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding the team's situation
・Those who want to process and analyze Trello data in Microsoft Excel for business improvement and decision-making
■Benefits of using this template
Trello is a tool for project and task management, but there are often cases where you want to utilize the information in other systems. By integrating with a versatile spreadsheet software like Microsoft Excel, you can analyze task information in various ways and create reports. However, if Trello and Microsoft Excel are operated separately, there is a need to manually transfer card information registered in Trello to Excel, which can lead to transcription errors and information omissions.
By utilizing this flow, the information linkage between Trello and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing human errors.
■Notes
・Please integrate Trello and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that adds a card registered in Trello to Salesforce.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Trello for team task management
・If you register and manage tasks in Trello but find it cumbersome to manually enter the information into Salesforce
2. Those who use Salesforce for sales activities
・If you want to automatically reflect Trello information in Salesforce to prevent data entry errors or omissions
・If you want to check the progress of tasks managed in Trello on Salesforce as a sales team
■Benefits of using this template
By linking Trello and Salesforce, you can seamlessly register tasks.
This streamlines project progress management and reduces the chance of missing important tasks.
Information registered in Trello is automatically added to Salesforce, reducing the effort of data entry and improving work efficiency.
Additionally, while utilizing Trello's intuitive interface, detailed data management in Salesforce becomes possible, maintaining data consistency.
■Notes
・Please connect Yoom with both Trello and Salesforce.
・Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in the flow bot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
The flow "Create an Opportunity Record in Salesforce When a Trello Card is Updated" is a business workflow that seamlessly integrates project management and sales activities.
Every time the progress or tasks in Trello are updated, an opportunity record is automatically created in Salesforce.
This eliminates the need for manual data entry and dual management of information, allowing the sales team to focus more efficiently on their activities. Additionally, it enables quick information sharing and strengthens team collaboration.
■Who We Recommend This Template For
■Benefits of Using This Template
When a new time is added to Notion, a new card is automatically created in Trello, ensuring no delays in the information.
For example, when the sales team enters new project requests into Notion, the task is instantly visualized as a card on a Trello board. This automation helps the entire team track the latest updates and make quick adjustments, improving transparency and facilitating faster decision-making. This integration can be useful, especially when managing multiple projects, allowing both project managers and team members to easily prioritize tasks and stay on track.
Integrating Notion and Trello allows task assignments and progress updates to be automatically shared with the team, ensuring everyone works from the same set of information.
For example, when new client requirements are documented in Notion, related tasks are automatically created in Trello. This ensures that the same information is available to the team quickly, enhancing communication.
Automating this process eliminates the need to manually enter tasks and reduces the risk of human error.
For example, sales reports are updated in Notion, and a corresponding task is automatically created in Trello, reflecting the latest information. This eliminates repetitive tasks of copying data from Notion to Trello, allowing your team to focus on other tasks and preventing errors from manual entry.
We covered how easy it is to create a streamlined workflow by integrating Notion with Trello using Yoom. Yoom supports integration with various other apps beyond Notion and Trello, allowing you to automate tasks across multiple platforms.
Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!
