How to Integrate Chat Plus with Trello and Automatically Add Tickets Created in Chat Plus to Trello, Along with the Benefits

Recording a large amount of data can be very time-consuming, right?
In this article, we will introduce how to automate data management by integrating Chat Plus with Trello.
Let's aim for improved work efficiency and quality through the reduction of manual tasks and centralized data management.
It can be easily implemented by anyone without coding. Please take a look.

Recommended for

・Customer support team leaders who are using Chat Plus and want to streamline customer interactions
・Data analysts interested in centralized management and analysis of customer data, aiming to improve response quality
・Customer support operators handling numerous customer interactions daily, looking to reduce manual input time
・Those using Chat Plus and Trello who want to integrate them for efficient data management

Benefits and Examples of Integrating Chat Plus and Trello

Benefit 1: Reduce Manual Work

When there is an inquiry from a customer in Chat Plus, ticket information is automatically added to Trello, saving the effort of manual input.
This is expected to increase response speed and make it easier to allocate resources to other tasks.
For example, without spending time on ticket information input, staff can focus on project management and improving customer response quality, contributing to a smooth workflow.
This is particularly advantageous for companies with a high number of daily inquiries, as it allows for efficient ticket management by reducing manual work.

Benefit 2: Streamline Data Management and Analysis

By integrating Chat Plus with Trello, inquiry details are automatically recorded in Trello, centralizing information.
With automated data management, it is expected to become easier to analyze past customer interaction histories and trends.
For example, it is possible to aggregate and analyze peak inquiry times, common issues, and response times.
By utilizing Trello's tagging and labeling features, data can be organized by specific categories, allowing for trend analysis.

Benefit 3: Reduce Human Error

Manual data entry often leads to human errors, but integrating Chat Plus with Trello can reduce this risk.
Since tickets are automatically created when a ticket is created in Chat Plus, there are no input errors or omissions, and accurate information is quickly reflected in Trello.
This makes it easier to track inquiry content and progress, which is expected to improve the quality of customer interactions.
Additionally, by utilizing Trello's progress management features, inquiry statuses can be clearly organized, potentially facilitating the smooth prioritization of urgent cases.

[About Yoom]

How to Create a Chat Plus and Trello Integration Flow

From here, we will explain the steps for app integration.
The general flow is as follows:
・Integrate Chat Plus and Trello with My Apps
・Copy the template
・Set triggers in Chat Plus and actions in Trello
・Turn on the trigger to complete the flow setup
If you are already registered with Yoom, please log in. If not, please register for free and then proceed with the setup.

Step 1: Integrate Chat Plus and Trello with My Apps

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First, integrate Chat Plus and Trello with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the setup from "+ New Connection".

Search for and click on Chat Plus.‍

Set the account name and access token.
Enter any name for "Account Name". (Example: Management Account)
For "Access Token", enter the API token issued on this page.

※The image shows the screen after issuing the API token.

To issue an API token, first access here and log in with your account.
Then, set a password on the API token issuance screen and click "Issue API Token". The API token will be displayed in red.
After entering the account name and access token, click "Add" to complete the integration.

Next, search for and click on Trello in the same way as before.

For detailed instructions on Trello's My App integration, please refer to here.
After entering each item, click "Add" to complete Trello's My App integration.

Next, proceed with the setup using the Flow Bot template.
Log in to Yoom and click "Try it" on the banner below.

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"Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set the Trigger

Next, set the trigger for Chat Plus.
Click "When a ticket is created".

Edit the title as needed and check the account information.
Ensure the correct account is selected in "Account information to link with Chat Plus".
You can edit the "Title" as needed, but do not change the "Trigger Action", and click "Next".

Next, set up the Webhook.
Copy the Webhook URL displayed on the screen and set it in Chat Plus.
Detailed setup instructions are explained here.
After setting up the Webhook and creating a new ticket, click "Test".

If the ticket data is displayed in the output, the test is successful.
If there are no issues, click "Save".

Step 3: Set the Action

Next, set the action for Trello.
Click "Create a new card".

Edit the title and check the account information, then click "Next" without changing the action.

Next, configure the connection details.
For items marked with "※ Required", enter the necessary information obtained from Trello, referring to the annotations.

Scroll down the page and set other items as desired. When you click on each item field, suggestions will be displayed.
For example, you can click the "Title" field and quote "Subject" from the suggestions displayed.
After setting, click "Test".

If a new card is added in Trello and the new card information is displayed in the output, the test is successful.
Click "Save" to complete the setup.

Click "Turn on Trigger" to complete the flow operation preparation.
Now, when a ticket is created in Chat Plus, the ticket information will be automatically added to Trello.

Other Automation Examples Using Chat Plus

1. Streamlining Task Management on GitHub

Automatically create GitHub tickets based on the content of tickets created in Chat Plus.
This system helps the development team understand issues and requests from the ticket content and supports the preparation for the next actions.
Especially when there are many bug reports or feature improvement requests, it helps prevent oversight and processing delays, ensuring a smooth workflow.

2. Optimizing the Support Process with Zendesk

Information based on interactions with customers conducted through Chat Plus is automatically registered in Zendesk.
This supports the efficiency of customer service representatives and creates an environment for centralized management of response statuses.
Even if multiple inquiries occur simultaneously, speedy and accurate data management is possible.

3. Automate Project Management with Backlog

The content exchanged in Chat Plus is automatically registered in Backlog, supporting the efficiency of project management.
This process creates tasks that accurately reflect the requests, making progress management even easier.
This app integration is particularly useful for projects that require task sharing and prioritization among teams.

Summary

By integrating Chat Plus with Trello, you can support the efficiency of customer service and achieve automation of data management.
Automation can reduce manual work and prevent human errors, which is expected to improve the quality of operations.
Reducing the time spent on manual tasks may help create a better customer experience.

Yoom's app integration can be easily implemented without any coding, so please take this opportunity to try it out.