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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 requires significant 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.
This article introduces the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily implement it.
You can start immediately with the template below, so please give it a try!
[About Yoom]
Let's set up the integration and automation of workflows between Jira Software and Trello.
Using a template, we will 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 Projects and create a Flowbot.
1. Open the copied template.
*You can change the title to any desired one from the red-framed section in the image below.
2. Click on the Flowbot's "App Trigger: When an Issue is Created".
3. Select the connected account and action.
Change the title if necessary and click "Next".
4. Set 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 the Flowbot's "Integrate with App: Create a New Card".
2. Select the connected account and action.
Change the title if necessary and click "Next".
3. Set 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 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 any name.
Action: Select the appropriate action according to the ID you want to obtain.
5) Click "Next".
6) Set the API connection.
Enter the API key, token, and board ID.
7) If the test is successful, click "Save".
8) From 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 the explanation in Steps 3, 1-4, and set the action to "Create a New Card".
11) From 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 there's anything you're interested in, please give it a try!
After creating a card in Trello, it is expected that you can add issues to Jira Software without having to check the content created in Trello, thereby maintaining information consistency.
This may 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 know when a new card is created, allowing for quick responses that help keep the overall project progress smooth.
Since you can automatically add information from Trello, you can save the time spent on manual entry and allocate more time to other tasks.
By integrating, the 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 setup facilitates smooth communication with the development team and verification of documents for problem-solving.
Since manual data entry is no longer necessary, the potential for human error is reduced.
Accurate information is automatically reflected in Trello, preventing transcription errors and omissions.
Proceeding with work based on incorrect information increases the likelihood of incorrect solutions.
If there are omissions, it may take longer to resolve issues or they may be left unaddressed.
In either case, it could lead to significant mistakes that erode customer trust, making it 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, allowing for reduced work time and fewer errors.
To streamline task management and ensure smooth operations with other departments, we encourage you to try this integration.
With Yoom, you can easily get started without any specialized knowledge.
Take this opportunity to give it a try!
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