How to integrate Google Sheets with Trello to automatically create a task in Trello when a row is added to Google Sheets
How to Integrate Applications
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2024/11/18
How to integrate Google Sheets with Trello to automatically create a task in Trello when a row is added to Google Sheets
a.ohta
Managing and visualizing tasks is essential for smoothly handling work, isn't it? Task management within a team is particularly important, so it's not uncommon for teams to use collaborative tools like Google Sheets and Trello. This time, we introduce automation that makes team task management easier by utilizing Google Sheets and Trello! It can strengthen team collaboration. Please take a look!
Recommended for:
- Teams managing data with Google Sheets while managing tasks with Trello
- Those manually transferring task data from Google Sheets to Trello
- Leaders who want to make task management with Google Sheets and Trello easier and strengthen team collaboration
Benefits and Examples of Integrating Google Sheets and Trello
Benefit 1: Reducing Redundancy
With this integration, new cards are automatically created in Trello based on data added to Google Sheets. For example, normally a leader would add tasks to Google Sheets and then manually input the same content into Trello. However, by integrating Google Sheets and Trello, this hassle is eliminated, allowing leaders to focus on other important tasks. Reducing duplicate work makes it easier to eliminate redundancy, potentially enabling smarter project management.
Benefit 2: Streamlining Task Management
Integrating Google Sheets and Trello can make it easier to coordinate even if different roles use each tool. For example, managers or sub-leaders might grasp the entire project in Google Sheets while members doing the actual work check Trello to tackle tasks. This means the overall flow can be confirmed in Google Sheets while progress is easily checked in Trello. As a result, it may become easier to efficiently advance tasks.
Benefit 3: Smoothing Information Sharing Among Teams
Tasks added to Google Sheets automatically create cards in Trello in real-time. This should make it easier for members to smoothly grasp tasks. For instance, after adding a task to Google Sheets, urgent work might come up, delaying the addition of a card to Trello, or forgetting to add a card to Trello altogether. This integration can help avoid such errors. If information is smoothly distributed among members, it should make it easier to proceed with work without delays.
Now, let's introduce the flow of connecting apps using Yoom. First, register with Yoom. Yoom offers a two-week trial, allowing you to experience its usability firsthand.
[About Yoom]
This time, we will automate the process of "adding a task to Trello when a row is added in Google Sheets" using the template below.
How to Create a Workflow for Integrating Google Sheets and Trello
The integration workflow is broadly divided into the following processes.
・Integrate Google Sheets and Trello with My Apps ・Set up Google Sheets ・Send task data to Trello and configure Google Sheets to append card information ・Turn on the trigger button and verify the integration between Google Sheets and Trello
Step 1: Integrate Google Sheets and Trello with My Apps
After completing the registration with Yoom, select "My Apps" from the menu on the left.
Next, click the new connection button at the top right.
Integration of Google Sheets and Yoom
1. Search
Click the Google Sheets icon.
2. Select Account Press the Google account of the Gmail address to be integrated with Yoom.
3. Log in to Yoom
You will be redirected to the image page, read the terms and click Next.
4. Yoom is requesting additional access to your Google account Press Continue. When you move to the authentication screen, select <span class="mark-yellow">Allow all permissions</span>.
5. Integration Complete
The screen will change, and if the above display appears, the integration is complete.
6. Prepare Google Sheets Prepare the Google Sheets you are using for task management that you want to add as Trello cards.
At this time, create <span class="mark-yellow">"Unique Key", "Card ID", and "Card URL"</span>.
The unique key is a value required when sending data from Google Sheets to Trello. Set it as a unique value that does not overlap with other columns or rows.
The Card ID and Card URL will be added after creating a card in Trello. They can be left blank for now.
<span class="mark-yellow">The API key and access token obtained here will be used in later settings.</span>
3. Add Once all entries are complete, click the add button at the bottom right.
Step 2: Copy the Template
Next, please copy the template to be used this time.
1. Click "View Details" on the top banner 2. Click "Try this template" at the bottom of the transitioned screen 3. If you haven't registered with Yoom yet, please register
※ If you have already registered, the login screen will be displayed, so please log in.
When the Flowbot template is copied to "My Projects", the above display will appear.
You will transition to a page like the image, so let's proceed with detailed settings.
Step 3: Launch Settings for Google Sheets
1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template Click "【Copy】Add a task to Trello when a row is added in Google Sheets".
3. Select App Trigger
Click "When a row is added" on the Google Sheets icon. Since the title and other settings are complete, press Next.
4. Set Trigger Launch Interval
Set the launch interval. You can select a trigger launch interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest launch interval varies depending on the plan.
5. Enter ID
Follow the supplement at the bottom of the box and set it from the candidates. Click the box.
Since the data from Google Sheets will be displayed in a list, click the one you want to link with Trello and insert it. Set the sheet ID in the same way.
6. Enter Table Range, etc.
Specify the table range, etc.
This time, the table range of the prepared Google Sheets is A to F.
A unique key was created in column F. Therefore, the settings will be as shown in the image.
7. Run Test
Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save.
Step 4: Create a Card in Trello and Set Up to Add to Google Sheets
1. Connect with App
Click "Create a new card" on the Trello icon. Since the title and other settings are complete, press Next.
2. Set Key and Token
<span class="mark-yellow">Enter the API key and access token used earlier when linking My Apps.</span> You can also re-acquire it from Trello My App Integration.
3. Enter ID
Enter each ID. Obtain the board ID from the Trello page and paste it. The list ID will be displayed in a list when you click the box.
Decide which list to create the card in.
4. Run Test
Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save.
Next, set up to add the card ID and card URL to Google Sheets.
1. Operate the Database
Click "Update Record" on the Google Sheets icon. Scroll down.
2. Set Required Items
Enter the required items. Click the box for the spreadsheet ID.
When you click inside the box, the created sheets will be displayed in a list as shown in the image, so select the Google Sheets that you linked with Trello earlier. Set the tab name in the same way.
Regarding the table range, it depends on the prepared Google Sheets, so enter it according to the contents of the Google Sheets.
This time, we used A to F, so we set it as shown in the image. Once you have entered it, press Next.
3. Conditions for the Record to be Updated
Set the conditions for the record you want to update.
Select the unique key from the dropdown on the left box.
Next, click the box on the right and select the Google Sheets icon.
Click the unique key from the data in Google Sheets.
By setting this, the unique key set in Google Sheets will be linked with the card information, and <span class="mark-yellow">you will be able to add the newly registered card ID and URL in Trello to Google Sheets.</span> This allows you to access the card just by checking Google Sheets, making it easier to grasp the progress of tasks.
4. Values of the Updated Record
Next, set it so that the data is added to the card ID and URL columns in Google Sheets. First, click the box.
Select the Trello icon
The data of the newly registered card in Trello will be displayed in a list. Select the data that matches the box item name. In the image, the box item name is "Card ID", so we also selected "Card ID" from Trello's data.
It will look like the image when the data can be inserted. Set the card URL box in the same way.
4. Run Test
Once the data insertion is complete, press the test button. If "Test Successful" is displayed, the setup is complete. Press Save.
5. Turn ON the Trigger
When the Flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON. This completes the app integration.
Flowbot template used this time Add a task to Trello when a row is added in Google Sheets
Other Automation Examples Using Google Sheets and Trello
There are many examples of automation using Airtable on Yoom, so here are a few.
1. Add Trello Information to Google Sheets When Trello is Activated
It is also possible to add cards added to Trello to Google Sheets. By using this automation together, task management should become even smoother.
2. When a task is added to Trello, add information to Asana and Google Spreadsheet
If you are managing complex tasks involving multiple teams, how about using a template that incorporates Asana?
3. Notify Google Chat when a new card is created in Trello
If you want to quickly know when a task is added to Trello, integrating with Google Chat is also recommended.
Summary
After adding tasks to Google Sheets, creating cards in Trello as well can be redundant. Additionally, there's a possibility of forgetting to create cards in Trello, so it's recommended to implement this automation to establish an efficient task management environment. Why not take this opportunity to introduce automation and streamline your workflow?
The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years.
Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools.
When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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