[No Code Integration!] Tried Automating Task Management by Integrating Asana and Trello!

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

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

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

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

3 Benefits of Integrating Asana and Trello

Integrating Asana and Trello greatly improves the efficiency of project and task management.
When management becomes easier, you can save the hassle of manual input and focus on the work you should be concentrating on!

1. Centralized Project Management

‍By integrating Asana and Trello, you can centrally manage project progress and tasks.
Sharing the progress of projects managed in Asana on Trello allows the entire team to stay updated in real-time.
This prevents discrepancies and duplication of information between tools.

2. Streamlined Task Management

Integration allows you to automate the addition and updating of tasks.
By setting up Trello boards to automatically reflect task additions and updates in Asana, you can eliminate the need for double entry.
Automating tedious task management frees up time for other tasks.

3. Smoother Team Communication

Integration enables instant information sharing, facilitating smoother communication within the team.
There's no need to report information updates, and no information is missed, allowing for immediate important communications like meetings.

When communication is smooth, important work decisions can be made quickly, contributing to improved company performance.

Examples of Business Automation with Asana and Trello Integration

Integrating Asana and Trello allows you to automate the clear visual sharing of task deadlines and progress checks.

1. Automation of Task Confirmation

You can set up to extract overdue task information from Asana and automatically share it on Trello boards.
When multiple tasks are being progressed simultaneously during a project, task execution may be missed.
By setting tasks that are missed to be added to a specific board, you can prevent the escalation of errors.

2. Automation of Progress Management

You can set up to automatically add project progress to Trello boards regularly.
By triggering task progress to be automatically shared on Trello at specific times, the entire team can check project progress.
This eliminates the need for manual reporting and prevents reporting omissions.

3. Automation of Multiple Task Management

By obtaining a list of projects managed in Asana and automatically sharing it on Trello boards, the management of multiple tasks is streamlined.
Being able to check all projects at a glance allows you to see the team's activities at a glance.
This reduces the hassle of task sharing.

How to Create an Integration Flow for Asana and Trello

Let's use "Yoom" to easily integrate Asana and Trello without any coding!
Even those who think app integration is difficult due to a lack of programming knowledge can easily set it up!

Create a flow bot using the template "Add a card to Trello when a task is added to Asana".
This time, the flow is triggered when a task is added to Asana.
Integrating Asana and Trello automatically shares task information, significantly reducing the time spent on task entry!

If you're interested, please use the link below.

Preparation

■Log in to Yoom

If you do not have a Yoom account, please create one from the Yoom registration page. You can register in 30 seconds!
After registration, log in to Yoom.

■Create a Project and Enter Tasks in Asana

1. Log in to Asana.

2. Click the + button for projects and select "Blank Project" from "New Project".

3. On the new project page, enter any project name and click "Create Project". This time, we entered "0717_Test" as the project name.
※ Other items can be set optionally.

4. The project has been created.

5. Enter tasks (task name, assignee, due date, description) in the list tab of the completed project.

If you can enter as shown below, it's OK!

■Create a Board and List in Trello

1. Log in to Trello.

2. Click "Create New Board", set any board title and visibility, and click "Create".

3. Click "+ Add List", enter any title, and select "Add List".

Trello setup is also complete!

Now, let's create a Flowbot.

Next, copy the template to My Projects and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you moved to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

‍

Flowbot Creation Procedure

■App Integration

1. Integrate with Asana and Trello apps. Select the app from "New Connection" in My Apps.

2. Log in with the account you will use.

・The screen below will be displayed for Asana. Please enter your registered email address and password to log in.

・The screen below will be displayed for Trello. Please refer to How to Register My Apps in Trello and log in.

3. Once integrated, an icon will be displayed in My Apps.

■Create New Project and Flowbot

1. You can create a new project from the + button in the project list. Enter any project name and save it.

2. Click "+ New" in "Flowbot" and select "Create from Template Gallery".

3. Enter the template name in the search field and click "Create Template".

The creation of a new Flowbot is complete!

Now, let's start setting up the contents of the Flowbot.

■Asana Settings

1. After entering any title and description, select "" from "When a specific app event is received" in the trigger.

2. On the page to select the linked account and action, enter any title and select "When a new task is added to a specific section" for the trigger action.

Proceed to the next step.

3. On the app trigger API connection settings page, make the following settings.

・Trigger launch interval: Select from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes ※ The selection content of the launch interval changes depending on the plan.
・Workspace ID: Click the field and select from the candidates
・Project ID: Click the field and select the project name created in advance ※ This time, "0717_Test" was selected.
・Section ID: Click the field and select from the candidates

4. Run the test. Once you confirm the success message, save it.

■Trello Settings

1. Click the + button and select "Trello" from "Integrate with App".

2. On the page to select the linked account and action, enter any title and select "Create a new card" for the action.

Proceed to the next step.

3. On the API connection settings page, make the following settings.

・Key: Enter the API key ※ Please refer to here for how to obtain the key.
・Token: Enter the access token ※ Please refer to here for how to obtain the token.
・Board ID: Open the board created in advance and enter the part of "https://trello.com/b/●●●●/yoom" that is "●●●●"
・List ID: Click the field and select the list name created in advance
・Title: Click the field and select "Task Name" from the trigger output

・Position to add: Select either top or bottom
・Due date: Click the field and select "Due Date" from the trigger output
・Member ID: Click the field and select your account name
・Label ID: Click the field and select the label to attach to the registered task
・Description: Click the field and select "Task Description" from the trigger output ※ If you enter text manually, it can be set as fixed text.

4. Run the test. Once you confirm the success message, save it.

Flowbot is complete!

Thank you for your hard work.

Advanced Application of Asana and Trello Integration Flow

There are other flow bots that use Asana and Trello.
We have prepared an example template for you to use!

■Add a task to Asana when a card is added to Trello

This flow bot is triggered by the addition of a card (task) in Trello.
When a card is added to Trello, it automatically retrieves the card information and adds a task to Asana, making it easy to synchronize information between apps.
Task management is a challenge in any business.
If you're interested, check the link below!
Give it a try!

Summary

This time, we introduced a flow to "Add a card to Trello when a task is added to Asana." By integrating Asana and Trello, you can reduce the effort of task input and prevent information from being overlooked within the team. Furthermore, by combining it with other features of Yoom, you can expand the range of possibilities, such as translation and notifications to chat tools.

We also offer a two-week free trial, so take this opportunity to try out various features.