Trello can be used on smartphones, making it easy to use in any environment. Even if you are frequently on the go and can't use a computer often, you can easily add and update tasks, and it's beneficial for both teams and individuals. For example, Trello might be perfect for salespeople who are part of a team but need to manage tasks individually while working outside.
So, this time, we have integrated Trello, a task management tool, with kintone, which allows you to create apps with free ideas. Let's first look at the benefits of integrating with kintone.
Benefits of Integrating Trello with Kintone
1. Easier Team Management In professions where individual actions significantly impact the team, using Trello for personal task management and consolidating it in kintone makes it easier to manage tasks for all team members! It becomes easy to understand who needs to complete which tasks, making it easier for leaders to give instructions.
2. Real-time Data Sharing By integrating Trello with kintone, data sharing becomes easy! There's no need to report added or completed tasks separately, and real-time sharing eliminates any lag in understanding.
3. Automatic Updates Save Effort Whether you add or update in Trello or kintone, it will automatically update in the other app. Eliminating the need to switch between different apps can improve task management efficiency!
What Becomes Possible with Trello and Kintone Integration
1. Data Synchronization For example, tasks added in Trello can be synchronized with kintone, allowing other members to be aware. When details are entered and updated for that task, the Trello task is also updated, enabling a seamless flow!
2. Understanding Task Progress Real-time notifications for additions or updates in Trello and kintone make it easy to see task progress at a glance!
3. Information Sharing and Accumulation through Automatic Task Updates By automatically updating individual tasks, business-related information held by individuals can be easily accumulated and shared within the team!
How to Integrate Trello and Kintone without Coding
Now, let's create a flow bot that "adds a record to the kintone database when a card is created in Trello." Using the domestic no-code tool Yoom, even those without programming knowledge can easily automate the flow!
This time, instead of creating a flow bot from scratch, we'll use a template with a pre-built flow. Yoom offers various templates, allowing you to create the desired flow bot without coding!
Once you have registered for Yoom, click the banner below to proceed.
Next, let's integrate Yoom with each app. This is called "My App Integration". My App Integration is very easy!
My App Integration with Trello and kintone
Press "Try this template" at the bottom of the screen of the banner above to move to the My Project screen. Click My App from the menu on the left. ↓ Press New in the top right, enter "Trello" in the search window, and click the Trello icon! Press New in the top right again. ↓
There is a help page from here, so please take a look!
How to Register My App for Trello ↓ Next is the My App Integration with kintone, and there is also a separate page for this. Yoom provides a well-prepared help page, so you can use it with confidence!
Now that the two apps are integrated with Yoom, let's move on to creating 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.
Setting Triggers in Trello
First, since you will be testing while assembling the flowbot, make sure to create a card in Trello in advance! This card will actually be linked with kintone, so it's important to make it a card with the information you want to aggregate in kintone. ↓ Click "[Copy] When a card is created in Trello, add a record to the kintone database" from My Projects on the left side of the screen! Press edit in the upper right corner. ↓ Press "When a card is newly created (Webhook)" on the Trello icon. Since the necessary items are pre-entered by using the template, just click Next! ↓
Obtain the API key and API token from the URL in the red frame and enter them in the Yoom settings screen. The username is listed on the Trello page, so enter that as well. The board ID will be displayed in a list when clicked, so select the board you want to link with kintone.
Press the test button just below, and if "Test Successful" is displayed in blue, proceed to the next step! ↓ 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 any desired outputs! The outputs added here will be reflected in Trello, so keep adding while imagining what kind of content you want to reflect. Adding is OK by pressing the plus mark! This time, let's add something imagined as "Task Details" as an output! ↓
When you hover over the added output, a pen mark will appear on the right side. Click to change the item name to any desired content. It's much easier later if you change it to an item name linked to the value obtained in the test. So, it's recommended to name the item in the image "Task Details".
Once you have entered the item name for the output, the Trello settings are complete! Let's proceed to the kintone settings.
kintone Settings
Click "Add Record" on the kintone icon! Enter the app ID to link with Trello. When you click inside the search box, a list will be displayed, so choose any app. ↓
When you press Next, the items of the app created in kintone will be reflected as shown in the image above! Keep adding the outputs you obtained earlier to these items.
I tried selecting "Added Card Name" for the task name. The top detail corresponds to "Task Details". When you click the red-framed part, the outputs will be displayed in a list, so select the ones that match the kintone app items as shown in the image. ↓ Once you have selected everything, press the test button. If "Test Successful" is displayed in blue, take a look at kintone. The Trello task has been added properly!
This concludes the creation of the flowbot. Good job!
Summary
If individual task management improves, it will likely lead to increased performance. Additionally, accumulating data makes it easier to provide feedback and allows for sharing within the team, enabling progress towards the same goals even in roles that require individual actions!
However, the practical examples introduced this time are just a few! Kintone is a highly adaptable tool, so by creating apps tailored to the tasks that companies or teams need to handle, it becomes a practical flow for any profession.
Yoom also offers many templates that can automate various flows. Please take a look!
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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