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"After receiving an email, I manually register tasks in Trello."
"I want to reflect Outlook schedules and interactions in Trello, but I end up putting it off."
Many people might feel these small inconveniences in their work.
Integrating Outlook and Trello typically requires knowledge of APIs and programming. However, if there are no engineers in the company or if daily tasks are overwhelming, the setup itself can seem like a hurdle.
In this article, we introduce how to easily integrate Outlook and Trello using the no-code tool Yoom. We provide a detailed explanation of practical templates and setup steps, focusing especially on the automation flow of "registering content received in Outlook as a card in Trello."
If you want to connect Outlook and Trello more smoothly and make your daily tasks easier, please read to the end!
Yoom offers pre-prepared templates for integrating Outlook and Trello, so you can achieve integration immediately by simply registering, even without API knowledge.
By integrating the APIs of Outlook and Trello, you can automatically transfer data from Outlook to Trello! For example, you can automatically perform data transfers like the ones below without manual intervention.
This flow is recommended for business users who want to check daily emails in Outlook and manage important information without missing it, or for team leaders who manage projects in Trello and want to automatically register tasks from emails.
This flow is recommended for team leaders who use Outlook for scheduling and Trello for task management, and who want to improve work efficiency by reducing the time spent on manual task registration.
Let's get started by creating a flow that integrates Outlook with Trello!
This time, we will use Yoom to proceed with the integration of Outlook and Trello without any coding. If you do not have a Yoom account yet, please create one using this registration form.
[What is Yoom]
We will create a flow bot that generates a card in Trello from the content received in Outlook!
The creation process is broadly divided into the following steps:
Register the Outlook and Trello you will use this time to Yoom's My Apps.
Pre-registering with My Apps will make the subsequent automation settings smoother.
1. Register Outlook to My Apps
Click "My Apps" and select "Add" on the right side of the screen.
Note: If you are not subscribed to a general corporate plan for Microsoft365 (formerly Office365), authentication may fail.
When the following screen appears, click the Microsoft365 account associated with the Outlook you want to connect this time.
Enter your account password on the password entry screen and click Sign In.
2. Register Trello to My Apps
Next, register Trello to My Apps.
Like Outlook, click "My Apps" and select "Add" on the right side of the screen.
Enter Trello in the search box and click the displayed suggestion.
Enter the necessary information for the connection.
For detailed instructions on how to register with My Apps, please check here.
Next, copy the Yoom template.
Click the icon for "Try this template" on the banner template below.
Once the screen like the image below is displayed, the template copy is complete.
In this step, you will use YoomAPI to set up detection for receiving emails in Outlook.
First, click on the area outlined in red below.
A screen to select the linked account and action will be displayed, so confirm that there is no mistake with the Outlook account to be linked this time and click "Next".
Next, the following screen will be displayed, so proceed with the input according to the content.
Trigger interval: You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
* Please note that the shortest interval varies depending on the plan.
For the email folder ID, click the input field and select from the displayed options.
After completing the input, click "Test".
As shown in the output screen below, you can confirm the information actually obtained from Outlook, and you will be able to use these retrieved values in subsequent settings.
* For more details about the retrieved values, please check here.
Click "Save" to complete this setting.
Next, let's set up to create a card in Trello based on the content of the email received in Outlook.
Click on the area outlined in red below.
A screen to select the linked account and action will be displayed, so confirm that there is no mistake with the Trello account to be linked this time and click "Next".
Next, the following screen will be displayed, so proceed with the input according to the annotations.
In the "Title" section, as shown in the screen below, the "Subject" is entered using the retrieved value from Outlook.
Proceed with the input for the sections following the title according to the content.
In the description section, as a reference, input is made so that it is immediately clear that the card was created based on an Outlook email.
After input, click "Test".
After a successful test, move to Trello and check if a card has actually been created with the Outlook content set this time.
After confirmation, click "Save".
By clicking the red outlined area "Turn ON Trigger" on the screen below, the flow bot will automatically start.
This time, we introduced how to link data from Outlook to Trello, but if you want to link data from Trello to Outlook, please also use the template below.
Recommended for those who manage projects in Trello while also managing schedules in Outlook, or team leaders and project managers who spend time manually linking tasks and schedules.
This flow is recommended for those who want to prevent any information management oversights or for managers who spend a lot of time checking Trello, as newly created cards are automatically added to Outlook.
In addition to integrating Outlook and Trello, you can automate various tasks by utilizing each API.
Here are some useful examples that can help improve work efficiency and optimize task management. If any of these catch your interest, be sure to give them a try!
It is possible to automate sending emails from Outlook.
For example, you can automatically send contracts and invoices from Outlook or automatically reply to inquiries from input forms using Outlook.
You can automatically register cards in Trello, retrieve cards from specific boards, and send notifications to platforms like Slack or Chatwork.
By integrating Outlook with Trello, you can directly utilize email and schedule information for task management.
With Yoom, anyone can easily build automated workflows without programming knowledge. It's perfect for those who want to reduce manual workload and make daily operations smoother.
Why not start by registering for Yoom for free and try out the integration flow that suits your work?
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