How to Integrate Applications

2024/07/23

How to integrate Asana and Trello to add a card in Trello when a task is added in Asana

a.fukuyama

3 Benefits of Integrating Asana and Trello

Integrating Asana and Trello significantly improves the efficiency of project and task management.
When management becomes easier, you can save the effort 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 helps prevent 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 automatic reflection of task additions or updates made on Trello boards in Asana, you can eliminate the need for duplicate entries.
Automating tedious task management allows you to allocate more time to 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 information leakage is prevented, allowing for immediate important communications like meetings.

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

Examples of Workflow 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 Verification

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 omissions can occur.
By setting up to add omitted tasks to a specific board, you can prevent the escalation of mistakes.

2. Automation of Progress Management

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

3. Automation of Multiple Task Management

By retrieving the list of projects managed in Asana and automatically sharing it on Trello boards, multiple task management is streamlined.
Being able to view all projects at a glance allows you to quickly check team movements.
This reduces the effort of task sharing.

How to Create an Integration Flow for Asana and Trello

Let's easily integrate Asana and Trello without coding using "Yoom"!
Even if you think app integration is difficult due to a lack of programming knowledge, you can set it up easily!

Create a flowbot 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.
By integrating Asana and Trello, task information is automatically shared, 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".

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3. On the new project page, enter a project name of your choice and click "Create Project". This time, we entered "0717_Test" as the project name.
※ You can set other items as you like.

4. The project has been created.

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

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

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Create a Board and List in Trello

1. Log in to Trello.

2. Click "Create new board", set a board title and visibility, and click "Create".

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3. Click "+ Add List", enter a title of your choice, and select "Add List".

Trello setup is also complete!

Now, let's create a Flowbot.

Next, we will 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 redirected page
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

Flowbot Creation Procedure

App Integration

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

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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.

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

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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 a project name of your choice and save it.

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

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

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The creation of a new Flowbot is complete!

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

Asana Settings

1. Enter a title and description of your choice, then select "" from the trigger "When a specific app event is received".

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

Proceed to the next step.

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

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

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

Trello Settings

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

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2. On the page to select the linked account and action, enter a title of your choice and select "Create a new card" as 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 preparation and enter the "●●●●" part of "https://trello.com/b/●●●●/yoom"
・List ID: Click the field and select the list name created in preparation
・Title: Click the field and select "Task Name" from the trigger output

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・Position: 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 task to be registered
・Description: Click the field and select "Task Description" from the trigger output ※ If you manually enter text, it can be set as fixed text.

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

Flowbot is complete!

Thank you for your hard work.

Advanced Integration Flow of Asana and Trello

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 the apps.
Task management is a challenge in any business.
If you're interested, check out the link below!
Be sure to 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, the range of possibilities expands, 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.

The person who wrote this article
a.fukuyama
I was an office worker until the end of March this year! Currently, I'm writing a blog as a member of Yoom.
Tags
Automation
Integration
Asana
Trello
Related Apps
App integration
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