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Jira Software has advanced customization features, making it a powerful tool for complex software development. On the other hand, Trello is a simple task management tool that is easy to use with its intuitive interface, making it ideal for individuals. It can be used not only to streamline project management within teams but also for managing personal tasks in a project you are involved in. With this in mind, I thought that integrating Jira Software and Trello could help improve the efficiency of managing personal tasks in software development. In this article, I will introduce an easy way to integrate the two tools that anyone can implement!
In this article, I will introduce how to integrate Jira Software and Trello using the no-code tool "Yoom." No complex settings or operations are required, and even non-engineers can easily implement it. You can get started right away using the template below, so feel free to give it a try!
[What is Yoom]
Now, let's create a flow bot that "adds an issue to Jira Software when a card is created in Trello."
Using the domestic no-code tool Yoom, even those without programming knowledge can easily automate flows!
If you don't have a Yoom account yet, please issue one from this registration form.
Here is the official documentation about Yoom. Please take a look.
This time, instead of creating a flow bot from scratch, we will use a template with a pre-built flow.
Yoom offers various templates, allowing you to create the desired flow bot in no time without coding!
Once you have completed the Yoom registration, please click the banner below to proceed.
1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the page you navigated to
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.
Press "Use This Template" at the bottom of the banner screen above, and you will be taken to a screen called My Projects. Click My Apps from the menu on the left.
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Press Create New in the upper right and enter "Jira Software". The Jira Software icon will appear, so click it and press Create New in the upper right.
Enter your account name and access token.
There is a page that explains this in detail from here, so please refer to it!
How to Register My App for Jira Software
Once the access token has been successfully converted, please press Add.
Next, we will proceed to the My App integration for Trello!
Just like before, enter "Trello" in the search window and click the Trello icon!
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A separate page is also available for My App registration regarding Trello.
It's easy to understand, so please take a look!
How to Register My App for Trello
Now that the two apps are linked with Yoom, let's move on to creating a Flowbot!
First, since we will be conducting tests while assembling the Flowbot, let's create a card in Trello in advance!
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Click "[Copy] When a card is created in Trello, add an issue to Jira Software" from My Projects on the left side of the screen! Press Edit in the upper right.
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Press "When a card is newly created (Webhook)" on the Trello icon.
Since the necessary items are already entered by using the template, click Next as is!
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Obtain the API key and API token from the URL in the red frame and copy-paste them. The username is listed on the Trello page, so copy-paste this as well.
When you click on the board ID, a list will be displayed, so select the board you want to link with Jira Software.
Press the test button just below, and if "Test Successful" is displayed in blue, proceed to the next step!
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There is also a test button on the next page, so click it, and "Test Successful" will be displayed in blue as before.
In that state, let's obtain the "Output".
Press "Add Value to Obtain" within the red frame and...
It will be displayed as above, so add the desired output!
The output added here will be reflected in Jira Software, so keep adding while imagining what kind of content you want to reflect.
Adding is okay by pressing the plus mark! For now, let's add comments as output!
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When you hover over the added output, a pen mark will appear on the right side. Click to change the item name to any content you like.
As a point, it's much easier later if you change it to an item name linked to the value obtained in the test.
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It turned out like this.
The item name is set to "Comment" to make it easy to understand. This completes the Trello settings!
Now, let's proceed to the Jira Software settings.
Click "Add Task" on the Jira Software icon.
Since it is already entered as before, press Next.
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You will move to a screen where you can enter various things, but the subdomain and project key have explanations below each box, so just copy-paste them!
The issue title remains as is, and the issue type ID can be selected by clicking the box to display a list.
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Finally, decide on the details.
Leave what is already entered as is, and click inside the box to select the "Comment" output obtained earlier!
This way, Trello's comments will be automatically added to Jira Software's tasks. This is convenient...!
Don't forget to press Test and Save. This concludes the creation of the Flowbot!
In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Jira Software and Trello.
If you find something interesting, please give it a try!
It is also possible to integrate so that when an issue is created or updated in Jira Software, it is reflected in Trello, or when card information in Trello is updated, the information in Jira Software is also updated.
Notify Chat Tools When an Issue is Created in Jira Software
Automatically notify tools like Slack or Discord when an issue is created in Jira Software.
■Overview
This is a flow bot that automatically notifies Slack of the content of issues when they are created in Jira.
Please use it when you want to keep track of task information added to Jira on Slack.
■Notes
・Please integrate both Slack and Jira with Yoom.
・Notifications will be sent to Slack 5 to 15 minutes after a task is added in Jira.
■Overview
This is a flow that notifies Discord when an issue is created in Jira Software.
■Recommended for
1. Those who use Jira Software to advance their work
・Those who use Jira Software for project management
・Those who utilize Jira Software for bug tracking
2. Those who use Discord for communication
・Those who conduct business interactions on Discord
・Those who want to automate issue creation notifications from Discord
■Benefits of using this template
Jira Software allows you to register bugs as issues in software development, streamlining management and tracking.
However, if you are manually sharing issues from chat tools, timely information sharing can be difficult, and there is a risk of time lags.
This flow is suitable for those who want to share issues in Jira Software in a timely manner.
Since this flow can notify from Discord when an issue is created in Jira Software, it enables speedy information sharing with members.
Even when work is hectic, you can seamlessly share information, allowing you to focus on progressing tasks.
■Notes
・Please integrate Yoom with both Jira Software and LINE WORKS.
・Refer to this guide on how to obtain a Webhook URL in Discord.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
When an issue is registered in Jira Software, the issue details will be notified to a specified channel in Microsoft Teams.
■Notes
・Integration with each app and Yoom is required.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
Add the content registered in the customer management tool to Jira Software
Automatically add the content registered in Salesforce, Zoho CRM, etc., to Jira Software.
■Overview
This is a flow to create issues in Jira Software using responses from HubSpot.
With Yoom, you can easily integrate apps without any programming.
■Recommended for
1. Those who frequently use HubSpot's form feature
・Those who want to efficiently manage issues in Jira Software based on information from HubSpot
2. Those who manage projects with Jira Software
・Those who use Jira Software for project management but find it cumbersome to integrate with other tools
・Those who want to centrally manage task progress and enhance project transparency
■Benefits of using this template
By integrating HubSpot and Jira Software, you can centralize the management of customer response information.
Using this flow, responses in HubSpot are automatically created as issues in Jira Software, eliminating the need for manual input.
This significantly improves work efficiency and prevents important information from being overlooked.
Additionally, smooth information sharing among team members eliminates omissions in responses, leading to improved customer satisfaction.
Furthermore, automating repetitive tasks allows staff to focus on more creative work.
■Notes
・Please integrate Yoom with both HubSpot and Jira Software.
・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.
■Overview
This is a flow that adds a ToDo object registered in Salesforce to Jira Software.
■Recommended for
1. Sales and support personnel using Salesforce's ToDo object
・Those who want to manage customer inquiries, requests, and internal tasks with Salesforce's ToDo and register requests for the development team as issues in Jira Software
2. Development teams using Jira Software
・Those who want to manage customer issues and requests registered in Salesforce's ToDo as issues in Jira Software and integrate them into the development process
■Benefits of using this template
Salesforce is a very powerful tool for customer management, but manually adding tasks to Jira Software every time a ToDo object is registered can lead to human errors and information omissions.
By utilizing this flow, necessary information is automatically added to Jira Software when a ToDo object is registered in Salesforce, eliminating the need for manual input by the person in charge, allowing them to focus on more important tasks such as processing ToDos and customer support.
Additionally, it prevents data entry errors and information omissions, enabling accurate and efficient ToDo management.
■Notes
・Please integrate both Salesforce and Jira Software with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial period.
■Overview
This flow adds a task to Jira Software when it is registered in Zoho CRM.
■Recommended for
1. Those who manage sales tasks in Zoho CRM
・Sales department members using Zoho CRM
・Those managing tasks per customer in Zoho CRM
2. Those who manage tasks in Jira Software
・Those utilizing Jira Software for project management
・Those manually adding Zoho CRM tasks to Jira Software
■Benefits of using this template
By using Zoho CRM, you can simplify customer management and optimize sales activities.
However, if you are manually linking sales tasks registered in Zoho CRM to other tools for task management, it is inefficient.
This template allows tasks registered in Zoho CRM to be automatically added to Jira Software, streamlining manual work.
Tasks registered in Zoho CRM are quickly reflected, simplifying task registration and preventing input errors and omissions.
Additionally, by integrating with chat tools, you can immediately grasp tasks added to Jira Software, allowing for efficient task management.
■Notes
・Please integrate both Zoho CRM and Jira Software with Yoom.
Register tasks recorded in Jira Software to the calendar
Automatically add tasks recorded in Jira Software to Google Calendar.
■Overview
This is a flow to register the due dates of tasks registered in Jira Software to Google Calendar.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those managing projects
・Project leaders managing tasks with Jira Software
・Those using Jira Software for managing team schedules
2. Those using Google Calendar
・Those visualizing project tasks in Google Calendar
・Those manually adding tasks
■Benefits of using this template
If you are linking task information registered in a task management tool to Google Calendar, the registration process becomes redundant and cumbersome.
Additionally, if you manually register to Google Calendar, there is a risk of input errors or omissions, which may hinder project progress.
With this flow, when a task is added to Jira Software, the task information and due date can be automatically added to Google Calendar, streamlining the manual registration process.
You can share task due dates with team members in a timely manner, facilitating smooth project management.
Moreover, it helps prevent input errors and omissions, reducing management workload.
■Notes
・Please integrate Yoom with both Jira Software and Google Calendar.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Add Content Sent via Chat Tools or Email to Trello
Automatically add content sent via Slack, Gmail, etc., to Trello.
■Overview
This is a flow that registers a card in Trello when a message is posted on Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies that use Slack regularly
・Those who use Slack for team communication and want to add tasks directly from message content
2. Companies that manage tasks using Trello
・Those who want to reduce the hassle of manually creating cards
■Benefits of using this template
By using this flow, cards are automatically created in Trello based on Slack notifications.
For those who have been creating cards manually, this reduces the manual effort, thereby improving work efficiency.
By allocating the saved work time to other tasks, productivity can also be expected to improve.
Additionally, automatically adding tasks helps prevent missed tasks.
Simply checking task information in chat may cause it to be buried under other notifications, leading to missed confirmations, but adding it to Trello reduces that risk.
■Notes
・Please connect both Slack and Trello with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the set flow bot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow to register a task in Trello when an inquiry email arrives in Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Gmail for business
・Customer support personnel who receive inquiries from leads or customers via email
・Internal help desk personnel who use email to handle inquiries from employees
・Those who want to improve customer satisfaction by preventing overlooked emails
2. Those who use Trello for business
・Those who want to reduce the effort of task registration and lighten the burden on personnel
・Those who want to speed up information sharing and task understanding
■Benefits of using this template
With this flow, a new card is automatically created in Trello when an inquiry email arrives in Gmail.
By automatically registering the information from the inquiry email as a task, it helps prevent overlooked inquiries, speeds up information sharing, and facilitates smooth follow-ups.
Additionally, since manual transcription is not required, it also helps prevent input errors and registration omissions.
■Notes
・Please integrate both Gmail and Trello with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that adds a card to Trello when task information is posted on Discord.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Discord for communication
・Those who share task information with their team using Discord but find task management cumbersome
・Those who want to efficiently centralize task information received on Discord
2. People who use Trello for task management
・Those who manage tasks on Trello but find manual data entry cumbersome
・Those who want to automatically add task information to cards to improve work efficiency
■Benefits of using this template
By linking Discord and Trello, you have the convenience of automatically adding Trello cards when task information is posted.
This saves the trouble of manually entering tasks into Trello, improving work efficiency.
Additionally, since task management is centralized, you can quickly check the progress of projects, strengthening team collaboration.
Preventing task omissions and duplications improves work accuracy, increasing the likelihood of project success.
By introducing this flow, you can achieve both time savings and operational efficiency.
Register Form Responses to Trello
Automatically add responses from Google Forms, etc., to Trello.
While considering whether there are any flows in your daily tasks that can be automated, please take a look at our template gallery!
Click here for the template gallery
1. Easy Understanding and Management of Personal Tasks
Trello is ideal for managing non-technical tasks and is attractive for its ease of use on smartphones.
By managing personal tasks in Trello and linking them with Jira Software, each team member can visualize how they should proceed with their work.
2. Usage According to Needs and Promotion of Communication
Jira Software can be used by software development teams, while Trello can be used by non-technical teams for task management, allowing for usage according to needs.
By integrating the apps after such differentiation, when tasks or cards are added to one tool, the same content is added to the other tool, facilitating communication between teams with different objectives.
There are also benefits such as not having to manually enter the same content multiple times and preventing reporting omissions!
3. Transparency of Project Progress
Even if different teams use Jira Software and Trello separately, integrating the apps makes the progress of each team's projects clear at a glance!
By being able to grasp the progress of tasks in real-time without detailed communication, team leaders or project leaders can give instructions more easily, and members can make task requests to each other more smoothly.
By integrating Jira Software and Trello, not only can you manage tasks for the entire project, but also for each team and even individual tasks with ease.
This allows you to immediately recognize how you should proceed with your work, making it not a dream to smoothly carry out projects involving large numbers of people.
To efficiently handle work, reviewing task management and business flows is very important.
Once you have visualized tasks by implementing Jira Software and Trello, the next step is to create flow bots with Yoom to automate flows and aim for increased efficiency!
