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Many people might feel, "I wish adding tasks manually was easier..." Using different tools like Confluence for document management and Trello for task management and entering data manually can be inefficient. Automating these workflows might help solve such issues.
By integrating Confluence and Trello, you can automate this process. For example, you can automatically create a card in Trello when a new page is created in Confluence. This helps prevent situations like "I forgot to add the task again."
This time, we will introduce how to integrate Confluence and Trello, what you can do with the integration, and how to set it up.
You can easily integrate Confluence and Trello without any code by using Yoom. Yoom provides templates for integrating Confluence and Trello, allowing you to achieve integration immediately just by registering, even without API knowledge.
■Overview
The flow "Create a card in Trello when a page is created in Confluence" is a business workflow that automatically adds a corresponding card to Trello when a new page is created in Confluence.
This allows for seamless integration of document updates and task management, improving team efficiency.
■Recommended for
■Benefits of using this template
By utilizing this flow, a card is automatically added to Trello every time a page is created in Confluence, eliminating the need for manual input and saving time through automation.
Additionally, by linking documents and tasks, it prevents discrepancies and omissions in information, ensuring consistency.
The update status of Confluence can be seen at a glance on Trello, making it easier to manage the progress of the entire team and leading to increased operational efficiency.
By integrating the APIs of Confluence and Trello, you can automatically link Confluence data to Trello!
For example, you can automatically perform data integration like the examples below without any manual intervention.
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Confluence and Trello.
Registration takes just 30 seconds, so feel free to give it a try!
Every time you create a page in Confluence, a card can be automatically added to Trello, eliminating the need for manual input and ensuring consistency of information.
This flow is recommended for those who want to improve team efficiency, as it facilitates smooth document updates and task management!
■Overview
The flow "Create a card in Trello when a page is created in Confluence" is a business workflow that automatically adds a corresponding card to Trello when a new page is created in Confluence.
This allows for seamless integration of document updates and task management, improving team efficiency.
■Recommended for
■Benefits of using this template
By utilizing this flow, a card is automatically added to Trello every time a page is created in Confluence, eliminating the need for manual input and saving time through automation.
Additionally, by linking documents and tasks, it prevents discrepancies and omissions in information, ensuring consistency.
The update status of Confluence can be seen at a glance on Trello, making it easier to manage the progress of the entire team and leading to increased operational efficiency.
Now, let's create a flow that integrates Confluence and Trello!
We'll be using Yoom to proceed with the integration of Confluence and Trello without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that creates a card in Trello when a page is created in Confluence!
The creation process is broadly divided into the following steps:
■Overview
The flow "Create a card in Trello when a page is created in Confluence" is a business workflow that automatically adds a corresponding card to Trello when a new page is created in Confluence.
This allows for seamless integration of document updates and task management, improving team efficiency.
■Recommended for
■Benefits of using this template
By utilizing this flow, a card is automatically added to Trello every time a page is created in Confluence, eliminating the need for manual input and saving time through automation.
Additionally, by linking documents and tasks, it prevents discrepancies and omissions in information, ensuring consistency.
The update status of Confluence can be seen at a glance on Trello, making it easier to manage the progress of the entire team and leading to increased operational efficiency.
1. How to Register Confluence
Click the "My Apps" button on the Yoom screen, then click the "+ Add" button and search for Confluence.
The Confluence login screen will appear, so please enter your email address and password to log in.
This completes the My App integration with Confluence.
2. How to Register Trello
Similarly, click the "New Connection" button and search for Trello.
To register Trello in My Apps, you need to enter the following items.
If you are unsure how to set it up, please check this link.
Once you have completed the entry, click "Add".
This completes the My App integration with Trello.
Now, let's explain how to create a flow!
Yoom provides templates with simple settings already configured.
Once you log in to Yoom, click "Try it" on the template below to copy it.
■Overview
The flow "Create a card in Trello when a page is created in Confluence" is a business workflow that automatically adds a corresponding card to Trello when a new page is created in Confluence.
This allows for seamless integration of document updates and task management, improving team efficiency.
■Recommended for
■Benefits of using this template
By utilizing this flow, a card is automatically added to Trello every time a page is created in Confluence, eliminating the need for manual input and saving time through automation.
Additionally, by linking documents and tasks, it prevents discrepancies and omissions in information, ensuring consistency.
The update status of Confluence can be seen at a glance on Trello, making it easier to manage the progress of the entire team and leading to increased operational efficiency.
Once the copy is made, click "OK" to start the setup!
First, select the "Page Created" option from the Confluence icon to begin setting it up!
The next page is already set up.
Ensure that the trigger action is set to "Page Created" and proceed to the next page.
Next, set the trigger activation interval.
The trigger activation timing can be set to either 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Depending on your plan, the shortest interval for setting the trigger may vary, so be sure to check this.
It is generally recommended to use the shortest activation interval available for your plan.
Click inside the frame to display "candidates" and select the desired candidate to use for the cloud ID.
Once the above settings are complete, switch to Confluence and create a page for testing purposes.
(Feel free to set the content of the page as you like!)
After completing the page creation, return to the Yoom screen.
When you run the test, the information from the page you just created will be retrieved as output, so click the "Save" button.
※Reference: For more about the output, please see here.
In the next step, set the "Create a new card" option from the Trello icon.
The next page is already set up.
Ensure that the action is set to "Create a new card" and proceed to the next page.
Please refer to the annotations outside the frame to set the board ID.
Click inside the frame to select a list ID from the displayed candidates.
The page title is set by default.
By setting it this way, when a page is created in Confluence, the "page title" can be automatically retrieved and quoted as the title of the Trello card!
Set the due date freely according to your needs.
This time, the due date is set to "End of month".
※Note: Be sure to set it in the format "2021-01-01".
Once you have set up to this point, run the test and save the settings.
This completes the flow of "Creating a card in Trello when a page is created in Confluence"!
When the screen below is displayed, click "Turn on the trigger" to check if the flow bot is working correctly.
This time we introduced how to integrate data from Confluence to Trello, but if you want to integrate data from Trello to Confluence, please also use the template below.
When a new task is added, a related page is automatically created quickly, significantly reducing the effort of information sharing and document creation within the team.
This flow is recommended for those who want to achieve efficient project management and centralized information management!
■Overview
The flow "Create a page in Confluence when a card is created in Trello" integrates project management tools and document management tools to automatically organize tasks and related information.
When a new card is added in Trello, a corresponding Confluence page is automatically generated, significantly reducing the effort of information sharing and document creation within the team.
This enables efficient project management and centralized information management.
■Recommended for
■Benefits of using this template
If you are managing information from cards created in Trello in Confluence as well, manual synchronization can be time-consuming.
By utilizing this flow, you can manage tasks and documents in one place through the integration of Trello and Confluence.
Additionally, manual information transfer becomes unnecessary, significantly reducing working hours and preventing human errors, thereby maintaining information accuracy.
Through automation, related documents are immediately created when new tasks are added, smoothing information sharing within the team and leading to improved business efficiency.
By utilizing this flow, you can automatically create a page in Confluence just by moving a card on Trello.
This flow is recommended for those who want to prevent human error and reduce the hassle of manual work!
■Overview
The flow "Create a page in Confluence when a Trello card is moved to a specific list" is a business workflow that automates the integration of project management and document creation.
Manually creating a page in Confluence every time the status of a card changes in Trello is time-consuming.
To efficiently share information across multiple teams, let's utilize this workflow to achieve automation. This is expected to improve work efficiency and prevent errors.
■Recommended for
■Benefits of using this template
With this automation, simply moving a card in Trello automatically creates a page in Confluence, significantly reducing the time spent on manual tasks.
Automation prevents human errors that are likely to occur during manual input, maintaining accurate information.
Additionally, the integration of Trello and Confluence allows for seamless integration of project management and documentation, enabling centralized information management.
When a message is posted in a chat tool, a page can be automatically created in Confluence.
The content of the Confluence page can be added to a database.
■Overview
This is a flow to invite employees to Confluence once they are registered in Google Workspace.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage employees using Google Workspace
・Those who want to eliminate the hassle of manually sending invitations to Confluence when a new employee is registered
2. Those who use Confluence for centralized management of internal information
・Those who want to automate the invitation process for newly registered employees and improve work efficiency
■Benefits of using this template
By integrating Google Workspace and Confluence, there is the benefit of quickly inviting employees to Confluence when they are registered in Google Workspace.
This allows employees to immediately access necessary information and resources, facilitating a smooth start to their work.
Quick information sharing can improve project progress and increase the overall productivity of the team.
Additionally, by eliminating manual invitation tasks, you can save time and effort.
This increases the time available to focus on other important tasks, thereby improving work efficiency.
■Notes
・Please integrate Yoom with both Google Workspace and Confluence.
・Google Workspace is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, 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 apps that are subject to restrictions.
■Overview
This is a flow that adds a page to Google Sheets when it is created in Confluence.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between applications.
■Recommended for
1. Those who use Confluence for business
・Members of project teams or sales teams who create pages for each project, client, or case
・Those who create manuals or guidelines in Confluence
2. Those who use Google Sheets for business
・Those who want to consolidate information from other tools into Google Sheets for management or analysis
・Those aiming to improve the efficiency of information sharing
■Benefits of using this template
By implementing this flow, information from pages created in Confluence will be automatically reflected in Google Sheets.
You can check the creation status of pages such as project, client, or case information, as well as manuals and guidelines, in a list, which helps in checking for duplicates, omissions, and understanding usage status.
Additionally, since manual entry is not required, it reduces human errors such as registration omissions or input mistakes.
■Notes
・Please integrate both Confluence and Google Sheets 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.
■Overview
The flow "Create a folder in Microsoft SharePoint when a page is created in Confluence" is a business workflow that facilitates smooth information sharing and file management for teams. Every time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making centralized management and organization of information easier. This allows team members to quickly access the necessary materials and information, improving work efficiency.
■Recommended for
■Benefits of using this template
■Overview
The flow "Create a page in Confluence when a Microsoft Teams message is posted" is a business workflow that efficiently integrates communication and document management. It automatically records important conversations and information from Microsoft Teams into Confluence, achieving centralized information management.
This facilitates smooth information sharing across the team and enhances transparency in operations.
■Recommended for
■Benefits of using this template
When a Microsoft Teams message is posted, a page is automatically created in Confluence, eliminating the need for manual information transcription.
The content posted in Microsoft Teams is reflected in Confluence, allowing centralized management of important conversations and information.
Automation prevents human errors in transcription tasks, enabling accurate information management.
■Overview
The flow of "Creating a page in Confluence when an issue is created in GitHub" is a business workflow that facilitates smooth information sharing in the development process.
■Recommended for
■Benefits of using this template
Manually creating a page in Confluence for each issue created in GitHub carries the risk of omissions and errors.
By utilizing this flow, whenever a new issue arises in GitHub, its content is automatically created as a page in Confluence.
This allows all team members to instantly view the details of the issue, simplifying project management.
Eliminating the need for manual information transfer saves time and prevents human errors.
Especially for teams using multiple tools, this integration achieves centralized information management and contributes to improved operational efficiency.
You can notify card information from Trello via email.
Business card information attached to a form can be read using OCR and added as a Trello card.
■Overview
This is a flow where card details added to Google Sheets are registered when Trello is launched.
By integrating Trello and Google Sheets, you can avoid the hassle of operating individual apps and repeatedly entering data, allowing you to proceed with your work smoothly. Records can be easily added to Google Sheets automatically, preventing any omissions or errors in information management.
■Notes
・Please integrate both Trello and Google Sheets with Yoom.
■Overview
This is a flow that reads business card images attached to Google Forms using OCR and adds them as cards to Trello.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Business users who collect business card information using Google Forms
・Those who want to efficiently manage business card images sent to Google Forms
・Those who find manual data entry cumbersome and want to save time
2. Those who use Trello for task management
・Those who want to easily add business card information as tasks and ensure follow-up
■Benefits of using this template
By introducing a flow that reads business card images in Google Forms using OCR and adds them as cards to Trello, you can eliminate the need for manual data entry and improve operational efficiency.
Utilizing this flow prevents human input errors and enables accurate information management.
Additionally, automatic information reflection allows for quick response, streamlining business processes.
Furthermore, by utilizing Trello cards, information sharing among team members becomes smooth, making task management easier.
■Overview
This is a flow that sends a notification to Gmail when a card is newly created in Trello.
■Recommended for
Those who utilize Trello for business
・Project managers who manage the overall planning and progress of projects
・Development teams of engineers managing software development tasks
・Administrative departments managing internal projects and daily business tasks
■Benefits of using this template
・When a card is newly created in Trello, it is automatically notified to Gmail, allowing timely information sharing.
・The content of the notifications in Gmail can be freely customized.
■Notes
・Please link both Gmail and Trello with Yoom.
■Overview
This is a flow that notifies Microsoft Teams when a new card is created in Trello.
■Recommended for
1. Members of teams using Trello
・Those who want to be aware of card additions to Trello in real-time
・Those who want to quickly share Trello updates with team members
2. Team leaders and managers
・Those who want to keep track of Trello updates to aid in team progress management
・Those who do not want to miss important card additions to specific boards or lists in Trello
・Those who want to easily check Trello information by receiving notifications in Microsoft Teams
■Benefits of using this template
Trello is a convenient tool for team task management, but there are times when you may not notice that a new card has been created, leading to delayed responses. It is even more challenging to constantly check Trello boards when team members are handling different tasks.
By utilizing this flow, team members can immediately recognize when a new card is created through Microsoft Teams notifications, allowing for prompt responses and smoother progress of the overall project.
Additionally, Microsoft Teams' notification feature can be used regardless of time or location, enabling team members to always stay updated on the latest task information, no matter where they are.
■Notes
・Please integrate Trello and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This flow automatically translates inquiries received in Gmail using DeepL and adds them as cards in Trello.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
When you want to smoothly handle inquiries from overseas clients, customers, or project team members who speak different languages, streamlining translation work and task management is crucial.
With this flow, inquiries received in Gmail are automatically translated using DeepL and added as cards in Trello.
This eliminates the need for manual translation and task creation, reducing the burden on staff, shortening lead times for responses, and improving the visibility and progress management of inquiries.
By integrating Confluence and Trello, you can reduce manual work and expect to improve work speed.
For example, if you automatically create a card in Trello after creating a page in Confluence, you can reduce transcription errors and centralize task management.
Additionally, data can be integrated from Trello to Confluence, allowing you to add task information to related pages.
This will reduce manual work and prevent human errors.
If you are interested in considering implementation or want to try it out, please create a free account from here.
Registration takes just 30 seconds, so you can quickly sign up during your work!
Implementing Yoom's automation is easy for anyone with no code, so please give it a try!
