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.
Meet Yoom: No-Code Automation
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like Notion, Trello, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
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.
✨ Recommended for
Teams looking to streamline task management with Trello.
Those using Notion to manage information and needing to sync task statuses with Trello.
Project managers struggling with centralizing information across different tools.
Anyone interested in automating routine tasks in Notion and Trello.
Those who want to try no-code automation integration.
✔️ For Those Who Want to Try It Now
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
When an item is added to the Notion database, create a card in Trello.
🚀 Let’s Set Up a Flow to Automatically Create Trello Cards from Notion Database Entries
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
A free Yoom account
Access to Notion and Trello
If you don’t have a Yoom account yet, register now from thisregistration form!
Step 1: Connect Notion and Trello to Yoom
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 "SelectPages".
Select the page(s) to grant access to the database and click "AllowingAccess".
Connect Trello
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 AccessToken and APIkey, please refer to thisguidefor step-by-step instructions.
Copy the token and paste it into the corresponding field on the Yoom screen to complete the setup.
Step 2: Copy the Template
Click the "Try It" button to copy the pre-built template into your project.
When an item is added to the Notion database, create a card in Trello.
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
Step 3: Set Up Notion Trigger Action
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”.
Step 4: Retrieve Record from Notion
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 theguide here.
Step 5: Create Card
Select “CreateCard”.
Give your action a title (optional). Confirm if the settings are correct.
Board ID:Enter the Board ID. You can find it in the URL of your Trello board. For example, in the URL: https://trello.com/b/{BoardID}/yoom, the Board ID is the part after /b/.
List ID: Select the list ID from the available options. You can obtain the List ID using the 'Retrieve list of board lists' action.
Then click “Test”. If the test is successful, your Trello card should get created. If the data is correct, click “Save”.
Step 6: Activate the Flowbot
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!
When an item is added to the Notion database, create a card in Trello.
💡 Other Automation Examples with Notion and Trello
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!
Extract tasks from Notion until the end of this month and create cards in Trello.
■Overview The workflow 'Extract tasks from Notion until the end of the month and create cards in Trello' is a business workflow designed to make task management more efficient. By automatically extracting tasks managed in Notion until the end of the month and creating them as cards in Trello, visibility of tasks is improved and sharing within the team becomes smoother. This eliminates the need for manual data migration and enhances work efficiency.
■Recommended for ・Those who manage tasks in Notion and want to share information simultaneously in Trello ・Project managers utilizing multiple SaaS tools and facing challenges with task integration ・Team leaders spending too much time on manual task migration ・Companies looking to improve task management efficiency and business processes
■Notes ・Please connect each of Notion and Trello with Yoom. ・The operations between 'repeat the same process' are features available only in the Team Plan and Success Plan. If you are on a Free Plan or Mini Plan, the operations and data connections set in Flowbot will result in an error, so please be aware. ・Paid plans such as the Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use the apps and features (operations) that would normally be limited.
■Overview The "When the status in Notion becomes complete, archive the Trello card and notify Slack" flow integrates task management and communication smoothly as a business workflow. When a task is completed in Notion, the corresponding card in Trello is automatically archived, and the entire team is notified via Slack. This integration realizes centralized information management and real-time sharing, enabling efficient understanding of project progress. ■Recommended for ・Project leaders managing projects using both Notion and Trello ・Those who want to reduce manual operations upon task completion and improve work efficiency ・Project managers who want to share progress with team members in real-time ・Those aiming to streamline communication through the automation of workflows ・Company personnel who want to achieve centralized information management through the integration of Notion and Trello ■Notes ・Please link each of Notion and Trello with Yoom. ・Branching is a feature (operation) available with Mini Plan or higher plans. In the case of the Free Plan, the operation set in the flowbot will result in an error, so please note. ・Paid plans like Mini Plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
■Overview When managing tasks and sharing information in Notion, manually notifying Google Chat for each update is time-consuming and carries the risk of missed notifications. If important information sharing is delayed or overlooked, it can often hinder business operations. By using this workflow, when information is added or updated in a Notion database, a notification is automatically sent to Google Chat, resolving these information-sharing challenges.
■Recommended for ・Those who manually notify Google Chat each time for information managed in Notion ・Those who want to eliminate mistakes such as missed notifications or delays caused by manual notifications ・Managers who want to make information sharing within the team smoother and keep projects moving smoothly
■Notes ・Please connect both Notion and Google Chat with Yoom. ・For the trigger, you can choose activation intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum activation interval varies by plan, so please note. ・Integration with Google Chat is only available for Google Workspace. For details, see below. https://intercom.help/yoom/en/articles/6647336 ・Branching is a feature (operation) available on the Mini plan and above. On the Free plan, operations configured for the flow bot will result in errors, so please be aware. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
■Overview Do you find it cumbersome to copy and paste updates from your Notion database to Discord each time to share them with your team? Manual information sharing can lead to mistakes such as missed notifications or incorrect content. By using this workflow, when a new page is created or updated in your Notion database, its contents are automatically notified to Discord, enabling smoother information sharing and reducing workload.
■Recommended for ・Those who share updates made in Notion with their team using Discord ・Those who feel issues such as time lags or missed sharing due to manual notifications ・Those who want to integrate multiple SaaS tools to streamline the information-sharing flow
■Notes ・Please connect Yoom with both Notion and Discord. ・You can choose the trigger interval of 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies by plan, so please be aware. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations configured in your flow bot will result in an error. ・Paid plans such as the Mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
■Overview This is a flow that automatically sorts emails received in Gmail by keyword and adds them to Notion. By using Yoom, you can easily connect apps without programming.
■Recommended for those who 1. Manage business emails using Gmail ・Those who receive a large number of emails every day and want to efficiently sort important emails ・Those who want to quickly determine work priorities and improve time management
2. Use Notion to manage information ・Those who use Notion for task and project management but want to reduce the effort of manually entering information ・Those who want to automatically centralize and share information received via email in a database for easy sharing with the entire team
■Notes ・Please integrate both Gmail and Notion with Yoom. ・You can select the trigger activation interval at 5, 10, 15, 30, and 60-minute intervals. ・Note that the shortest activation interval varies depending on the plan. ・Switching destination is a feature (operation) available with the Mini plan or higher. For the free plan, the operation of the set flowbot will result in an error, so please be careful. ・Paid plans like the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are usually subject to restrictions.
■Overview The 'Add to Salesforce when data is added to Notion' workflow reduces data entry work. It also reduces manual entry errors, ensuring accurate data management.
■Recommended for ・Those who manage ideas or tasks using Notion ・Teams that use Notion for centralized information management but want to reduce the effort of reflecting the same information in other tools ・Those who wish to avoid duplicate data entry and proceed with work quickly ・Companies that use Salesforce for customer and deal management ・Those who want to keep data in Salesforce up-to-date and respond quickly ・Those who want to ensure data consistency across multiple tools
■Notes ・Please connect both Notion and Salesforce with Yoom. ・Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be aware. ・Salesforce is an app available only on the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, operations and data connectivity of set flow bots will result in an error, so please be aware. ・Paid plans like the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps subject to restrictions.
■Overview Manually transcribing inquiries and task requests received via Google Forms into Trello each time can be time-consuming. Especially when many responses are received, human errors such as input mistakes and transcription omissions are more likely to occur. By using this workflow, as soon as a response is submitted to Google Forms, a card is automatically created in Trello, solving these issues caused by manual work.
■Recommended for ・People responsible for managing tasks in Trello based on information received via Google Forms ・Those who find it time-consuming to manually transcribe requests from the form into Trello ・Those who want to automate the linkage between the form and the task management tool to improve operational efficiency
■Notes ・Please connect Yoom with both Google Forms and Trello. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies depending on the plan. ・For how to obtain response contents when using Google Forms as the trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133
■Overview The "Register Typeform Responses in 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 Typeform responses into Trello, enabling centralized data management and rapid task handling. Leveraging Yoom's API integration capabilities, this flow enables smooth information transfer and maximizes the use of form data.
■Who we recommend this template for ・Marketing professionals who collect customer surveys and feedback using Typeform ・Project managers who want to streamline task management in Trello and automatically reflect data from forms ・Team leaders who want to automate workflows without spending time on manual data entry
■Notes ・Please connect Yoom with both Typeform and Trello. ・For how to obtain response data from Typeform, see the following: https://intercom.help/yoom/en/articles/5404443
■Summary The "Create an Opportunity record in Salesforce when a Trello card is updated" flow is a business workflow that seamlessly connects project management and sales activities. Each time the project status or tasks are updated in Trello, an Opportunity record is automatically created in Salesforce. This eliminates manual data entry and duplicate information management, allowing the sales team to focus more efficiently on their activities. It also enables quick information sharing and strengthens collaboration across the team.
■Recommended For ・Sales representatives who want to manage projects in Trello while streamlining sales activities in Salesforce ・Business operators who currently enter Trello information into Salesforce manually and want to save time and effort ・Project managers who want to automate information sharing across teams and centralize business processes ・IT administrators who already use Trello and Salesforce and want to strengthen their integration
■Notes ・Please connect Yoom with both Trello and Salesforce. ・Salesforce is available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, operations and Data Connect for configured Flow Bots will result in errors, so please be aware. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
👏 Benefits and Use Cases of Integrating Notion and Trello
Benefit 1. Effective Project Management
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.
Benefit 2. Faster Information Sharing and Improved Collaboration
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.
Benefit 3. Reduce Errors and Workload
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.
📖 Summary
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!
I have previously gained experience in sales and sales administration within the human resources industry. Based on my past experience, I have realized that the challenges faced by various companies can be alleviated through "automation of operations." Through Yoom, I will continue to share information daily to help address your concerns as much as possible.
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