How to integrate Channel Talk with Trello to automatically add a card to Trello when a chat starts in Channel Talk

By using Channel Talk, you can quickly respond to customer questions and inquiries, which is expected to speed up customer service.
However, if you manage the chat content of Channel Talk as tasks, manually entering tasks is cumbersome and inefficient.
In this article, we will introduce how to add a chat to Trello when a chat is started in Channel Talk by integrating Channel Talk with Trello.
We will explain the benefits of integrating Channel Talk and Trello and how to automate the settings without coding, so please read to the end.

Recommended for

This article is recommended for the following people!

・Those who want to improve customer service efficiency by integrating Channel Talk and Trello
・Those who want to accumulate customer requests and inquiries to improve services
・Those who have challenges with smooth task handover between teams

Benefits and Examples of Integrating Channel Talk and Trello

Benefit 1: Streamlining Transcription Work and Preventing Omissions

By integrating Channel Talk and Trello, you can automatically add a card to Trello when a new chat is started in Channel Talk, which is expected to improve response speed.
Additionally, it can prevent human errors such as delays in response and omissions in entries.
For example, when used by a customer support team, a Trello card is automatically generated for each inquiry, reducing work time and increasing the time available for important tasks such as customer service.

Benefit 2: Utilizing Accumulated Response History for Analysis and Improvement Activities

By integrating Channel Talk and Trello, you can automatically record responses in Channel Talk to Trello, allowing you to accumulate customer voices and inquiry content as history.
This data can be a valuable source of information for regular reviews and improvements in customer service.
For example, by analyzing the accumulated Trello cards, you can understand trends in requests, frequently asked questions, and complaints, enabling improvements in problem areas and potentially increasing customer satisfaction.

Benefit 3: Seamless Handover Between Teams and Improved Quality of Customer Service

By integrating Channel Talk and Trello, even if a response is needed at night or on weekends, you can automatically record the chat content of Channel Talk to Trello, potentially smoothing the handover to another team.
For example, if customer support receives an inquiry at night and hands it over to the sales team the next business day, checking the Trello card allows for quick understanding of customer names and response details.
This enables consistent support by referring to interactions with customers, providing a sense of assurance to customers that they are remembered, and potentially increasing trust in the company.

[About Yoom]

How to Integrate Channel Talk and Trello Using Yoom

From here, we will explain how to create a flow to "add to Trello when a chat is started in Channel Talk" using Yoom.

The creation procedure is set in the following process.

・Integrate Channel Talk and Trello with My Apps
・Copy the template
・Set the trigger for Channel Talk, which is the starting point of the flow, and the operation settings for Trello
・Turn on the trigger button and check the integration operation between Channel Talk and Trello

If you are new to Yoom, please register for free from here.
※If you are already using Yoom, please log in.

Step 1: Connect Channel Talk and Trello to My Apps

1. How to Register Channel Talk

Click on "My Apps" and enter Channel Talk in the search window for "New Connection".

Refer to the annotations in the image above, enter the account name, access token, and access key, and click "Add".

Now, Channel Talk has been registered to My Apps.

2. How to Register Trello
Next, search for Trello from "New Connection".

Enter the account name, access token, and API key, and click "Add".
※Reference) For detailed instructions on registering Trello to My Apps, please refer to here.
Now, Trello has been registered to My Apps.

Once the registration to My Apps is complete, confirm that the icons for Channel Talk and Trello are displayed in the My Apps section.
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Next, copy the template to My Project and create a Flowbot.
Please copy the Flowbot template from below

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register with Yoom
* If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Set up a trigger to activate when a new customer chat is created in Channel Talk

First, click on the item "When a new customer chat is created".

Ensure that the trigger action is set to "When a new customer chat is created" and click "Next".

Refer to the annotations to set the Webhook name and access key, and perform a test.

Create a sample customer chat in the Channel Talk integrated app and click "Test".
If the output is correctly obtained, click "Save".

Step 3: Create a new card in Trello

Next, click on the item "Create a new card".

Ensure that the action is "Create a new card" and click "Next".

Enter the key, token, board ID, and list ID referring to the annotations.

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I have set the title as shown above.
By setting it as above, you can automatically obtain the "Customer Chat ID" when a new customer chat is created in Channel Talk and reflect it in the Trello title.

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* How to set) Click inside the frame, and click "Customer Chat ID" within "When a new customer chat is created", then {{Customer Chat ID}} will be entered in the message field.‍

The description field is set as shown above.
This can also be set optionally.
* How to set) Click inside the frame, and click "Message Content" and "Customer Name" within "When a new customer chat is created", then {{Message Content}}, {{Customer Name}} will be entered in the message field.

Once all settings are complete, turn "Trigger ON" to activate the flow bot.

This completes the flow bot "Add to Trello when a chat starts in Channel Talk".

Introduction to Other Examples of Automation Using Trello

Here, we will introduce three recommended flows using Trello.

1. A flow where a ToDo object registered in Salesforce is automatically added to Trello.
By utilizing this flow, information is automatically added to Trello, allowing for centralized management of ToDo information and the potential to visualize the number of ToDos by person in charge or by deadline.
This can be expected to help improve work efficiency and identify bottlenecks.

2. This is a flow that automatically registers the due dates of tasks registered in Trello to Google Calendar.
By utilizing this flow, you can reduce manual entry into Google Calendar, preventing setting omissions and input errors, thereby improving work efficiency.

3. Once Trello is launched, this flow automatically registers the card content added to Google Sheets.
By utilizing this flow, you can proceed with tasks smoothly, as records are automatically added to Google Sheets, potentially preventing any gaps or omissions in information management.

Summary

In this article, we introduced a method to add a chat to Trello when a chat is initiated in Channel Talk by integrating Channel Talk with Trello.
By utilizing this method, you can reduce human error and expect improved work efficiency.
Additionally, accumulating response history allows for analysis, which can contribute to business improvement.
With Yoom, you can easily automate tasks without any special skills or knowledge.
If you want to try it out, please register for free here.