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.
For those who want to try it quickly
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.
When a page is created in Confluence, create a card in Trello.
■Overview The "When a page is created in Confluence, create a card in Trello" flow is a business workflow that automatically adds a corresponding card in Trello when a new page is created in Confluence. This seamlessly links document updates with task management and improves team efficiency.
■Recommended for ・Team leaders who use Confluence and Trello on a daily basis ・Project managers who want to automate the linkage between document creation and task management ・Operations staff who do not want to spend time on manual data entry ・Corporate IT personnel who want to centralize information sharing and task management within the team
■Notes ・Please connect Yoom with both Confluence and Trello.
What You Can Do by Integrating Confluence and Trello
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!
Create a Card in Trello When a Page is Created in Confluence
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!
When a page is created in Confluence, create a card in Trello.
■Overview The "When a page is created in Confluence, create a card in Trello" flow is a business workflow that automatically adds a corresponding card in Trello when a new page is created in Confluence. This seamlessly links document updates with task management and improves team efficiency.
■Recommended for ・Team leaders who use Confluence and Trello on a daily basis ・Project managers who want to automate the linkage between document creation and task management ・Operations staff who do not want to spend time on manual data entry ・Corporate IT personnel who want to centralize information sharing and task management within the team
■Notes ・Please connect Yoom with both Confluence and Trello.
Let's Create a Confluence and Trello Integration Flow
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:
Integrate Confluence and Trello with My Apps
Copy the template
Set up the trigger in Confluence and the action in Trello
Turn on the trigger and activate the flow bot
When a page is created in Confluence, create a card in Trello.
■Overview The "When a page is created in Confluence, create a card in Trello" flow is a business workflow that automatically adds a corresponding card in Trello when a new page is created in Confluence. This seamlessly links document updates with task management and improves team efficiency.
■Recommended for ・Team leaders who use Confluence and Trello on a daily basis ・Project managers who want to automate the linkage between document creation and task management ・Operations staff who do not want to spend time on manual data entry ・Corporate IT personnel who want to centralize information sharing and task management within the team
■Notes ・Please connect Yoom with both Confluence and Trello.
Step 1: My App Integration with Confluence and Trello
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.
Step 2: Copy the Template
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.
When a page is created in Confluence, create a card in Trello.
■Overview The "When a page is created in Confluence, create a card in Trello" flow is a business workflow that automatically adds a corresponding card in Trello when a new page is created in Confluence. This seamlessly links document updates with task management and improves team efficiency.
■Recommended for ・Team leaders who use Confluence and Trello on a daily basis ・Project managers who want to automate the linkage between document creation and task management ・Operations staff who do not want to spend time on manual data entry ・Corporate IT personnel who want to centralize information sharing and task management within the team
■Notes ・Please connect Yoom with both Confluence and Trello.
Once the copy is made, click "OK" to start the setup!
Step 3: Set the trigger to activate when a page is created in Confluence
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.
Step 4: Create a new card in Trello
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.
Step 5: Turn on the trigger
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.
If you want to integrate Trello with Confluence
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.
Create a page in Confluence when a card is created in Trello
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!
When a card is created in Trello, create a page in Confluence.
■Overview The "Create a page in Confluence when a card is created in Trello" flow links project management and document management tools, automatically organizing tasks and related information as a business workflow. When a new card is added in Trello, a corresponding Confluence page is automatically generated, greatly reducing the effort of information sharing within the team and document creation. This enables efficient project operations and centralized information management.
■Who we recommend this template for ・Team leaders who manage projects and tasks in Trello, want to visualize project progress, and also automatically manage related documents ・Documentation managers who want to streamline document creation in Confluence by reducing manual page creation and organizing information efficiently ・Project managers who spend time manually copying information and want to automate the linkage between tasks and documents to shorten working time ・IT personnel who want to automate integration between tools, smooth data integration across multiple SaaS apps, and improve operational efficiency ・Those who want to make information sharing within the team smoother and strengthen overall team communication through centralized information management
■Notes ・Please connect Yoom with both Trello and Confluence.
Create a Confluence page when a Trello card is moved to a specific list
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!
When a Trello card is moved to a specific list, create a page in Confluence.
■Overview The "Create a Confluence page when a Trello card is moved to a specific list" flow is a business workflow that automates the linkage between project management and document creation. Manually creating a page in Confluence every time a card’s status changes in Trello is time-consuming. Use this workflow to achieve automation and share information efficiently across multiple teams. This can improve operational efficiency and reduce errors.
■Recommended for ・Those who manage projects in Trello and want to automate documentation when statuses are updated ・Those who use Confluence to share information within the team but spend time on manual steps ・Team leaders and managers aiming to streamline workflows and standardize tasks ・IT administrators who want to strengthen integration between Trello and Confluence to increase project transparency
■Notes ・Please integrate Yoom with both Trello and Confluence. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations configured in the flow bot will result in an error, so please note. ・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.
Other Automation Examples Using Confluence and Trello APIs
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.
Invite employees to Confluence once they are registered in Google Workspace.
■Overview The "Create a folder in Microsoft SharePoint when a page is created in Confluence" workflow is a business workflow that facilitates smooth information sharing and file management for teams. Each time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making information centralized and organized easy. This enables team members to quickly access necessary materials and information, enhancing work efficiency. ■Who we recommend this template for Team leaders who utilize both Confluence and Microsoft SharePoint IT personnel who want to automate information sharing and file management processes Project managers aiming for efficient document management across multiple projects Business executives who feel wasting time with manual folder creation
■Notes ・Please link both Confluence and Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business), and authentication may fail if you do not subscribe to the general business plan.
■Overview The flow 'When a Microsoft Teams message is posted, create a page in Confluence' efficiently integrates communication and document management workflows. Automatically record important conversations and information from Microsoft Teams into Confluence for centralized information management. This ensures smooth information sharing across the team and enhances transparency in operations.
■Recommended for - Team leaders who regularly use Microsoft Teams and Confluence - Project managers who find information sharing and document management cumbersome - IT personnel who want to systematically save communication history - Small to medium business managers considering workflow automation - Team members seeking to streamline information sharing within the team
■Notes - Please link both Microsoft Teams and Confluence to Yoom. - The trigger interval can be set to 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Microsoft365 (formerly Office365) has household and general enterprise plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general enterprise plan.
■Overview The "Create a page on Confluence when an Issue is created on GitHub" workflow is a business workflow designed to streamline information sharing in the development process.
■Recommended for - Leaders of development teams using both GitHub and Confluence - Project managers finding it cumbersome to manage issues and document creation - Software engineers seeking to improve efficiency in information sharing - Team members spending time on manual data entry - Business owners aiming to increase project transparency
■Notes - Please link both GitHub and Confluence with Yoom. - You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest trigger interval varies by plan.
This is a flow to read business card images attached in Google Forms using OCR and add cards to Trello.
■Notes ・Please connect Yoom with both Google Forms and Trello. ・You can choose the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful. ・OCR data may not be readable if it exceeds 6,500 characters or if the characters are small. ・AI operations are only available on Team Plan and Success Plan. Operations on flow bots set on Free Plan and Mini Plan will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can have a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations). ・For instructions on how to obtain response content when using Google Forms as a trigger, please refer to the following. https://intercom.help/yoom/en/articles/6807133
■Overview This is a flow to automatically translate an inquiry received in Gmail with DeepL and add a card to Trello. With Yoom, you can easily achieve this flow without programming by linking applications together.
■Recommended for ・Customer support personnel who frequently receive inquiry emails from overseas ・Customer support team leaders who want to strengthen support systems due to an increasing trend of inquiries in foreign languages ・Those who want to build an efficient multilingual support system with the overseas expansion of their business ・Project managers working in global teams where multilingual communication is necessary ・Those who want to facilitate communication with an increasing number of foreign employees
■Notes ・Please link Gmail, DeepL, and Trello with Yoom. ・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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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