How to integrate Chatwork with Trello to register a card in Trello when a message is posted in Chatwork

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How to Register a Card in Trello When a Message is Posted in Chatwork

When a message is posted in Chatwork, you can receive that information using the Chatwork API and automatically register a card in Trello via the API provided by Trello.
By utilizing the no-code tool Yoom, you can easily achieve automation without programming knowledge.

The steps for this integration flow are broadly as follows:

• Integrate Chatwork and Trello with My Apps
• Copy the template
• Set up triggers and actions
• Finally, check if the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Issuance Page
If you already have an account, please log in.

2) An access token is required for Trello My App registration.
Log in to Trello in advance and generate an access token from the following page.
https://trello.com/1/appKey/generate

A page like the one below will be displayed, so click "Power-Up Admin Portal".

Click "New" in the admin screen.

Enter the necessary information and click "Create".
On the page like the one below, click 'Generate New API Key' and obtain the displayed API key.

Copy the API key.
※ The API key is also required when setting up operations using Trello in Yoom, so please keep it safe.

Next, click "Generate Token Manually" next to "API Key".

Click the authorization button at the bottom of the page on the authentication screen.

 The token will be displayed on the page after authorization, so copy this value.

※ The access token is required when using Trello in Yoom, so please keep it safe.

Please refer to this for more details.
How to Register My App in Trello | Yoom Help Center

Step 1: Integrate Chatwork and Trello with My Apps

1) Once logged into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

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2) A list of apps that can be connected with Yoom will be displayed, and search for the two apps "Chatwork" and "Trello" that you will use this time one by one from the search window at the top.

After selecting Chatwork, set it up with the account you will use.
How to Check Chatwork User Account ID | Yoom Help Center

Similarly, after selecting Trello, register the token and API key you copied in advance.
Enter any account name in the account name field and click "Add".

3) Once registration is complete, icons will be displayed in My Apps.
Check if the icons of the registered apps are displayed.

Step 2: Copy the Template

Click this banner.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, please click "OK".

When this screen is displayed, the copy has been completed successfully.

After that, you can click on the title or details to edit them.
There is a "!" icon displayed on the right side, click them in order to set up the operations.
The copied template is saved in "My Projects" and can also be accessed from there.

Step 3: Set the Trigger

Click on "App Trigger When a new message is posted in the room".

Step 4: Set Chatwork Action

1) Select the action "When a new message is posted in the room" and click "Next".

2) Enter the required fields.
The trigger activation interval varies depending on the subscription plan.
Please refer to this for details of each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
Once the selection is complete, click "Test" and after the test is successful, click "Save".
If the room ID is already registered in the app, you can select it from the candidates.

Step 5: Set AI Action

1) Return to the flow and click the icon "Integrate with app Extract data from text".
*AI operations are only available with the Team Plan and Success Plan.
For Free Plan and Mini Plan, the operations set in the 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).

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2) Select the conversion type "Extract text from data within 3,500 characters (2 tasks)" and click "Next".

3) Enter the required fields.
You can use the Chatwork output information obtained earlier to input.
Select from the candidates as needed, and once the input is complete, click "Save".

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Step 6: Set Trello Action

1) Return to the flow and click the icon "Integrate with app Create a new card".

2) Select the action "Create a new card" and click "Next".

3) Enter the required fields.
You can use the Chatwork output information obtained earlier to input.
Select from the candidates as needed, and once the input is complete, click "Save".

This completes the flow of 【Register a card in Trello when a message is posted in Chatwork】.

Step 7: Test and Verify

Once the setup is complete, the following display will appear, click "Turn on Trigger".
Start the flow bot and check if it works correctly.

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Here is the template used this time

Other Automation Examples Using Trello and Chatwork

There are many other examples of automation using Trello and Chatwork on Yoom, so here are a few introductions.

1. Send a message in Chatwork when a new card is created in Trello
This template allows you to automatically notify Chatwork when a new card is created in Trello.
For example, when a card is added to the sales department's task management board, it is quickly notified in the sales department group chat, allowing all members to be aware of the new task.
This mechanism prevents delays in information sharing and ensures prompt responses.
By eliminating the need to send notifications manually, you can also expect improved work efficiency.

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2. When a new card is created in Trello, register a record in kintone
This template allows you to automatically register a record in kintone when a new card is created in Trello.
For example, when an expense application card is added to the Trello board of the accounting department, the data is reflected in the expense management app in kintone.
This automation prevents manual input errors and enables centralized data management.
Additionally, by reducing the effort of inputting data, work efficiency is improved, and accurate information sharing can be expected.

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3. Create a new card in Trello based on Gmail content
‍This template allows you to automatically add tasks to Trello when a workflow is approved in Garoon.
For example, when a proposal from the General Affairs Department is approved, the corresponding task is automatically registered on the General Affairs Department task management board in Trello.
This helps prevent any oversight after approval and ensures the smooth progression of the next actions.
Additionally, as there is no need for manual task registration, improved work efficiency and accurate task management can be expected.

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Summary

In this blog, we introduced a method to integrate Chatwork and Trello, allowing you to register a card in Trello when a message is posted in Chatwork.
By integrating Chatwork and Trello, you can be freed from manual task management and create an environment where you can focus on important tasks.
This is expected to improve overall work efficiency and centralize information.
Furthermore, by utilizing the no-code tool Yoom, you can implement automation without specialized programming skills.
Please refer to the steps introduced in this article and consider incorporating them into your company's operations.