How to integrate Trello with Slack to notify task creation in Trello to Slack

Step 1: Connect Trello and Slack to My Apps

After logging into Yoom, click "New Connection" from "My Apps" in the left menu.

When the search window appears, enter the app name and search.

Connect Trello to My Apps

To connect Trello to My Apps, you need to obtain an access token and API key.
After logging in as usual, set up the API key from the admin portal on this page.

Once the admin portal is open, create a new Power-up.
After entering the required information, open the created workspace and obtain the API key from "Create API" in the left menu.

You can copy the API key and create a token on the above page.
<span class="mark-yellow">Note that the API key is also used in flow settings, so be sure to save it carefully.</span>

For more details, please refer to this help page.
Paste the obtained information into the Yoom screen, enter the account name, and the connection to My Apps is complete.

Connect Slack to My Apps

To connect Slack to My Apps, you need permission to access the workspace.

Log in and allow access to the workspace you want to connect with Yoom.
Next, add the Yoom app to the channel you want to post to.

Refer to the help page to complete the connection to My Apps in Slack once the app is added.

It has been added to the My Apps list.

Next, proceed to the detailed settings of the flow. Click "Try it" from the banner below to copy the template.

Step 2: Set Up App Trigger in Trello

The initial setting is "When a card is newly created". Let's set it up so that the flow activates when a card is newly created in Trello.
On the first page, the account information of the Trello linked with My App is reflected.

Check the account information, and if necessary, modify the title to something more understandable before proceeding.
Next, set up a Webhook to activate the flow. Enter the displayed content.

Once everything is entered, click "Test" to check the connection.
If the test is successful, proceed to the next step.

Next, retrieve the card information from Trello.

If the test is successful and the information of the newly created card is reflected in the output, click "Save" to complete the trigger setup.

Step 3: Set Up Notification to Slack

Next, set up the notification of Trello information to Slack.
On the first page, as with Trello, check the account information and modify the title before proceeding.

On the next page, configure the details of the content to be notified to Slack.

Set up the message content while utilizing the output.
The parts where the output is entered will change the message content based on the information retrieved from Trello.

Once entered, click "Test" and if the notification reaches the specified channel, click "Save" to complete all settings.

Finally, turn on the trigger to activate the flow.

Now, the content of the newly created card in Trello will be automatically notified to Slack.
The flow you set up is as follows.

To Further Automate

Once you become familiar with operating Yoom, try arranging the flow to make it even more user-friendly.
By managing task deadlines and tasks within a database, you can improve work efficiency.

Refer to the following to achieve "It would be great if it were just a little more like this."

Visualize Task Deadlines

Team leaders who need to manage and oversee multiple projects simultaneously must have struggled with deadline management.

In such cases, try adding a calendar app to the flow introduced this time.

You can automatically register the due dates of tasks created in Trello to Google Calendar.

Using Google Calendar's reminder feature will reduce the panic of "The deadline is tomorrow!"

Add Information to the Database

Not only can you notify Trello tasks, but by accumulating them as data, you can utilize them for analysis and more.

By listing expired tasks and analyzing the time required for each project, you can identify bottlenecks in marketing strategies.
Furthermore, by accumulating past strategy data, you can utilize it for the next strategy planning, leading to optimization and improved outcomes in future work.

Other Automation Examples Using Trello and Slack

Automatically Register Slack Posts as Trello Tasks

Manually registering ideas or requests from Slack to Trello is cumbersome, isn't it? By utilizing this flow, you can automatically register messages posted on Slack as Trello cards.

This will prevent tasks from being overlooked and allow smooth task management for the team. Additionally, since instructions on Slack are directly converted into tasks, work efficiency is expected to improve.

Quickly Notify Slack of Trello Card Updates

When sharing task progress with the team, manually reporting Trello updates to Slack can be cumbersome. By implementing this flow, <span class="mark-yellow">when Trello card information is changed, it will be automatically notified to Slack</span>, enabling quick responses from team members.

The accuracy of information sharing is expected to improve, leading to a smoother workflow.

Automatically Register Inquiry Emails as Trello Tasks

This flow is useful when you want to ensure that inquiry emails are not overlooked and are managed effectively. By <span class="mark-yellow">automatically registering received emails as Trello tasks</span>, you can centrally manage inquiries that have not been addressed.

This prevents manual registration errors and leads to prompt responses, which can be expected to improve customer satisfaction.

Benefits of Integrating Trello and Slack and Specific Use Cases

Benefit 1: Prevent Overlooking Tasks

When a new card is created in Trello, a notification is sent to Slack, ensuring that team members are aware of the task. Receiving notifications reduces the risk of specific members missing the card or delaying their response.

For example, when a marketing team adds a new campaign task to Trello, a notification in a dedicated Slack channel allows designers and writers to recognize the task and start responding smoothly. This helps prevent misunderstandings or oversights by the responsible parties and reduces the risk of work delays.

Benefit 2: Facilitate Team-wide Progress Tracking

With Trello card creation notifications in Slack, all team members can easily grasp the current task status. In projects involving multiple people, sharing task progress in real-time is crucial.

For instance, when a software development team begins working on a new feature, creating a task card in Trello allows engineers and designers who receive the Slack notification to immediately consider their response. Sharing task initiation and completion with the entire team strengthens collaboration among members and facilitates smooth project progress.

Benefit 3: Streamline Feedback Exchange

When a Trello card is created, a notification is sent to Slack, allowing team members to promptly check task details and exchange necessary feedback. This accelerates problem-solving and improves decision-making speed.

For example, when a design team registers a new visual proposal in Trello, the information is notified in Slack, enabling stakeholders to quickly review and exchange comments on Slack. This allows for smooth feedback reception and progress on revisions without using email or other tools.

Conclusion

By integrating Trello and Slack with Yoom, you can automate task notifications and improve work efficiency. It leads to smooth team operations without spending time on task registration or reporting.

Moreover, even without programming knowledge, Yoom allows easy setup. Not only does it automatically notify Slack of Trello card creation, but it also combines other flows to create a more convenient work environment.

Yoom is free to register and use, so why not give it a try?

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