How to Register a Task in Trello When Receiving an Inquiry Email in Gmail

When tasks keep coming to your Gmail one after another, it can be quite a hassle to register them on Trello each time.
If you're overwhelmed with other tasks and duties, you might miss registering some tasks.

In this article, we will introduce a method to automatically register the content received in Gmail to Trello!

You can easily set up automation between Gmail and Trello without any coding, so you don't need programming knowledge.
You can start using it today, so please give it a try!

Recommended for

Those considering improving work efficiency with Gmail and Trello
Those who register content received in Gmail as Trello cards
Those who want to link Gmail and Trello to prevent mistakes or omissions when registering tasks
Those who want to improve the efficiency of task management and handling
Those who want to know how to connect apps without code to automate work

For those who want to try it immediately

In this article, we will introduce a method of integration using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve this.

You can start right away using the template below, so please give it a try!

[What is Yoom]

Now, let's introduce how to register a task in Trello when an inquiry email arrives in Gmail using the no-code tool Yoom.

How to Register a Task in Trello When Receiving an Inquiry Email in Gmail

When you receive an email in Gmail, it is possible to achieve this by receiving that information using the API and creating a card using Trello's provided API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

Register Gmail and Trello as My Apps
Copy the template
Set the trigger for Gmail as the starting point and the subsequent Trello notification settings
Turn on the trigger

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Link Gmail and Trello as My Apps

Let's register Gmail and Trello as My Apps for use this time.

If you complete the My Apps registration in advance, future automation settings can be done smoothly.
Click "My Apps" on the left side of the screen, then click "Add" on the right side of the screen.

Enter Gmail in the search window and click on the displayed suggestion.

The Yoom and Gmail linking screen will be displayed, so click "Sign in with Google".

Select the account you want to link this time and proceed with linking Yoom and Gmail.
*During authentication, allow all permissions to Gmail.

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Gmail will be displayed in My Apps.

Next, let's register Trello as My Apps.
Like Gmail, click "My Apps" and select "Add" on the right side of the screen.

Enter Trello in the search window and click on the displayed suggestion.

Enter the necessary information for linking and click "Add" to complete the My Apps registration.
For detailed My Apps registration methods, please check here.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

Step 3: Setting the Trigger for Gmail and Configuring Trello

Click on the area within the red frame below.
When the screen for selecting the linked account and action appears, confirm that the Gmail account you are linking this time is correct and click "Next".

A screen like the image below will be displayed, so enter the area within the red frame.

・Trigger activation interval: You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The selectable time intervals vary depending on the plan, but a shorter setting is generally recommended.
・Label: Clicking on the input field will display the output.
You can enter from the suggestions as shown in the screen below. Choose any label you like.

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Once you have entered the content, click "Test" → "Save".

Next, configure Trello.
Click on the area within the red frame below.

The API connection settings screen will appear, so configure the settings to add a card in Trello.
There are notes below the input fields, so proceed with the input while referring to them.

In the description field, you can use the output.
You can set the content of the card to be added in Trello, so use the output and enter it.

Once you have entered the information, click "Test" → "Save".

Step 4: Turn on the Trigger Button and Verify the Integration between Gmail and Trello‍

Finally, click "Turn on Trigger" to complete the automation settings.
Check if the flow bot starts correctly.

The template introduced this time is here↓

Other Automation Examples Using Gmail and Trello

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Gmail and Trello.

If you find something interesting, please give it a try!

‍Automation Examples Integrating Gmail and Trello

It is possible to extract specific text from Gmail's incoming content and register it in Trello, or to read Gmail attachments with OCR and register them on Trello cards.
Additionally, you can set up an integration to notify Gmail when a new card is created in Trello.

Examples of Automation Using Gmail

Forwarding Files Received in Gmail to Chat Tools

Automatically forward files received in Gmail to platforms like Slack or Microsoft Teams.

Send a Template Email via Gmail from the Lead Details Page

Send a template email from customer management pages like Salesforce or HubSpot.

Save files received in Gmail to cloud storage

Automatically save files received in Gmail to Google Drive, DropBox, etc.

Automation Example Using Trello

Register Form Responses in Trello

Automatically add responses from Google Forms, etc., to Trello.

Create a Trello card when an event is added to the calendar

Automatically create a Trello card when an event is added to Google Calendar or Outlook Calendar.

Add a record to the database when a card is registered in Trello

Automatically add a record to Google Sheets or Microsoft Excel when a card is registered in Trello.

Benefits and Examples of Integrating Gmail with Trello

Benefit 1: Improved Response Speed and Efficiency

After checking emails received in Gmail, manually transferring information to a task management tool can be time-consuming and tedious. By automating this process, email information is automatically reflected in Trello cards, allowing team members to smoothly start on tasks. This can lead to more efficient task completion and potentially achieving goals ahead of schedule.

Benefit 2: Enhanced Transparency of Task Progress

One of Trello's greatest features is its ability to visualize task progress. With tasks being automatically registered from Gmail, leaders can easily grasp new tasks. This should make it easier for leaders to smoothly allocate tasks to team members, resulting in more efficient task execution.

Benefit 3: Prevention of Task Overlook

When manually registering Gmail content into Trello, there is a risk of missing task registrations. Human errors are more likely to occur when overwhelmed with work and tasks. By utilizing this automation, tasks are reliably registered, preventing any oversight. As a result, not only can tasks be steadily completed, but the burden of task management on leaders can also be reduced.

Conclusion

We introduced a method to automatically register content received in Gmail as Trello cards. This should lead to improved efficiency and transparency in operations. Additionally, accurate task management becomes possible, reducing the burden on leaders.

Integrating Gmail with Trello can be easily achieved without coding by using Yoom. You can start using it today, so be sure to give it a try!