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Are you spending too much time on information coordination when using multiple project management tools?
By implementing multiple tools, you can manage data according to the nature of the work or project and the features of each tool.
However, if synchronizing task information takes too much time and effort, it might be stressful as it reduces the time available to actually execute the tasks...
In this article, we introduce a method to automatically add a Trello card when an issue is created in Jira Software.
Let's improve task management efficiency by integrating the two apps using the no-code tool Yoom.
In this article, we introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve this.
You can start right away using the template below, so please give it a try!
[About Yoom]
Let's set up the integration between Jira Software and Trello and automate the workflow.
Using a template, I'll introduce the steps to create a workflow that "adds a task to Trello when it is created in Jira Software."
1. Log in to Yoom.
2. Click the "Try it out" button below to copy the template in Yoom.
*If you have already connected the apps, please proceed to Step 2.
1. Select "My Apps" from the left menu and click "+New Connection" on the right side of the screen.
2. From the list of new connections in My Apps, select Jira Software and Trello respectively and connect the apps.
*Reference: How to register My Apps in Jira Software
*Reference: How to register My Apps in Trello
Next, copy the template to My Project and create a Flowbot.
1. Open the copied template.
*You can change the title to any desired one from the red-framed part in the image below.
2. Click on "App Trigger: When an Issue is Created" in the Flowbot.
3. Select the connected account and action.
Change the title if necessary and click "Next".
4. Set up the API connection for the app trigger.
Select and enter the trigger activation interval, subdomain, and project key.
*The activation interval varies depending on the plan. Reference: List of feature restrictions and usage limits for each plan
5. If the test is successful, click "Save".
1. Click on "Integrate with App: Create a New Card" in the Flowbot.
2. Select the connected account and action.
Change the title if necessary and click "Next".
3. Set up the API connection.
Select and enter each item.
*For details on how to obtain List ID, Member ID, and Label ID, please refer to the star mark at the end of this step explanation.
*The image below is an example of input.
*Use the output information obtained in Step 2 for the title and description.
*The image below is an example of output reference.
4. If the test is successful, click "Save".
★List ID, Member ID, and Label ID can be obtained through the following actions.
・List ID: Retrieve the list of boards
・Member ID: Retrieve the list of members
・Label ID: Retrieve the list of labels
1) From the Flowbot, click the "+" below the action in this step.
2) Select "Integrate with App" from the operation type.
3) Select Trello from the operation app.
4) Select the connected account and action.
Title: Enter a name of your choice.
Action: Select the appropriate action according to the ID you want to obtain.
5) Click "Next".
6) Set up the API connection.
Enter the API key, token, and board ID.
7) If the test is successful, click "Save".
8) From the Flowbot, click the "+" below the action you just created.
9) Select "Integrate with App" from the operation type and Trello from the operation app.
10) Refer to Steps 1-4 of Step 3 to set up the action to "Create a New Card".
11) From the Flowbot, hover over the "Create a New Card" action before obtaining ID information and click the ✕ mark in the upper right corner.
12) A confirmation dialog for deletion will appear, select OK.
This concludes the explanation of the additional steps for obtaining ID information.
Finally, switch the trigger of the saved flow to "ON" to activate it.
This completes the flow "Add to Trello when an issue is created in Jira Software".
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Jira Software and Trello. Both can be used with simple settings, so if you find something interesting, please give it a try!
After creating a card in Trello, it is expected that you can add an issue to Jira Software without having to check the content created in Trello, thus maintaining information consistency.
This can enhance team collaboration by enabling quick sharing of issues.
By automating the addition of tasks, collaboration between teams is strengthened, allowing for smoother business operations.
When an issue is created in Jira Software, task information can be automatically added, which will likely reduce manual work.
With notifications, you can immediately be aware when a new card is created, allowing for quick responses that help keep the overall progress of the project running smoothly.
Since you can automatically add information from Trello, the time spent on manual entry is saved, allowing you to allocate time to other tasks.
By integrating, the content of issues created in Jira Software can be automatically reflected in Trello cards, eliminating the need for manual input.
For example, when the customer support team registers a request from a customer in Jira Software, the sales team can quickly understand the content just by looking at Trello.
This creates an environment where communication with the development team and checking materials can be done smoothly towards problem-solving.
Since manual data entry is no longer necessary, the possibility of human errors can be reduced.
Additionally, accurate information is automatically reflected in Trello, preventing transcription errors and omissions in information registration.
If you proceed with work based on incorrect information, the likelihood of choosing the wrong solution increases.
Moreover, if there are omissions in registration, it may take longer to solve the problem or it might be left unaddressed.
In either case, it could lead to serious mistakes that risk losing customer trust, so it is crucial to proceed with work based on reliable data.
By integrating Jira Software with Trello, you can automatically create cards based on issue content.
This eliminates the need for manual transcription work, allowing for reduced work time and fewer errors.
To streamline task management and smoothly proceed with work with other departments, be sure to try integrating them.
With Yoom, you can easily get started without any specialized knowledge.
Take this opportunity to give it a try!
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