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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.
■Overview
The "Create a Card in Trello from Outlook Emails" flow is a business workflow that facilitates smooth email management and task organization.
By automatically forwarding important emails to Trello, it prevents oversights and omissions, making it easier to share tasks within the team. This is an ideal integration method for those overwhelmed with daily email responses.
■Recommended for
■Benefits of Using This Template
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.
■Overview
The "Create a Card in Trello from Outlook Emails" flow is a business workflow that facilitates smooth email management and task organization.
By automatically forwarding important emails to Trello, it prevents oversights and omissions, making it easier to share tasks within the team. This is an ideal integration method for those overwhelmed with daily email responses.
■Recommended for
■Benefits of Using This Template
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.
■Overview
The flow "Create a card in Trello when an event is added to the Outlook calendar" is a business workflow that seamlessly connects schedule management and task management.
When you enter an event in the Outlook calendar, a card is automatically generated in Trello, streamlining the team's task management.
This reduces manual input work and achieves centralized information.
■Recommended for
■Benefits of using this template
Since a card is automatically created in Trello when an event is added to the Outlook calendar, it eliminates the hassle of manual task registration.
By linking schedules and tasks, information is not scattered and becomes easier to manage.
Automation prevents human error in task registration, and as the entire team's workflow becomes smoother, work productivity improves.
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:
■Overview
The "Create a Card in Trello from Outlook Emails" flow is a business workflow that facilitates smooth email management and task organization.
By automatically forwarding important emails to Trello, it prevents oversights and omissions, making it easier to share tasks within the team. This is an ideal integration method for those overwhelmed with daily email responses.
■Recommended for
■Benefits of Using This Template
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.
■Overview
The "Create a Card in Trello from Outlook Emails" flow is a business workflow that facilitates smooth email management and task organization.
By automatically forwarding important emails to Trello, it prevents oversights and omissions, making it easier to share tasks within the team. This is an ideal integration method for those overwhelmed with daily email responses.
■Recommended for
■Benefits of Using This Template
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.
■Overview
The flow "When a new card is added to Trello, create a task in Outlook" is a business workflow that seamlessly integrates project management and schedule management.
By automatically registering related schedules in Outlook's calendar when managing tasks in Trello, you can reduce the risk of overlooking schedules and the effort involved.
■Recommended for
■Benefits of using this template
When a new card is added to Trello, a task is automatically created in Outlook, eliminating the need for manual data entry.
Since the card information added to Trello is reflected, all team members can use Outlook's calendar to check the latest schedules.
Automation prevents human errors in manual data entry, enabling accurate schedule management.
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.
■Overview
This is a flow that sends an email to Outlook when a new card is added to Trello.
By integrating Trello and Outlook, newly created cards are automatically added to Outlook, eliminating any gaps or omissions in information management.
■Notes
・Please integrate both Trello and Outlook with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Please refer to the following for how to register Trello's My Apps. https://intercom.help/yoom/ja/articles/5543455
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.
■Overview
In this flow, when an email is received in Outlook, it is possible to create a Zoom meeting and automatically send the link. This automation reduces the manual work of setting up meetings and sending links, achieving efficient business operations. It will also contribute to smoother business communication.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow to create invoices using information from a Notion database and send emails via Outlook.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register detailed billing information in the database
・Those who register information about client companies
2. Companies using Outlook as their main communication tool
・Those who use it as a means of communication with client companies
■Benefits of using this template
Notion is a tool that can manage not only data related to customers but also detailed information about invoices.
However, manually entering the information registered in Notion every time to create invoices and sending them via email can be time-consuming and may lead to decreased customer satisfaction.
This flow is suitable for those who want to build a good relationship with client companies through prompt invoice issuance.
By utilizing this flow, you can automatically add information from Notion to a Google Sheets template to create invoices and send them via email.
Automating the series of tasks related to invoices can significantly reduce manual work and improve operational efficiency.
By providing quick customer responses, you can lead to improved customer satisfaction.
■Notes
・Please integrate Notion, Google Sheets, and Outlook with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
The flow "Automatically create a follow-up in Outlook calendar when the Salesforce opportunity status becomes closed" is a business workflow that supports the streamlining of the sales process and ensures the reliable execution of follow-ups.
Manually setting up follow-up appointments in Outlook when an opportunity is closed is time-consuming and labor-intensive.
By utilizing Yoom, the change in Salesforce status is automatically detected, and a follow-up is automatically created in the Outlook calendar.
This allows the sales team to proceed with their tasks smoothly without missing important customer interactions.
■Recommended for
■Benefits of using this template
When the Salesforce opportunity status becomes closed, a follow-up is automatically created in the Outlook calendar, eliminating the need to manually register appointments.
With appointments created automatically, you can ensure customer interactions are conducted reliably, reducing the risk of missing business opportunities.
Additionally, maintaining a consistent process allows for a unified approach to the sales activities of the entire team.
Automation helps prevent errors in registration and input, improving operational efficiency.
■Overview
The workflow "Update Google Calendar events based on emails received in Outlook" is a business workflow that automatically creates and updates schedules from emails. When receiving a large number of emails daily, manually adding events to the calendar can be cumbersome.
By using this workflow, you can automatically reflect important information received in Outlook into Google Calendar, making schedule management easier.
■Recommended for
■Benefits of using this template
Since Google Calendar events are automatically updated based on the content of emails received in Outlook, you can save the effort of manual updates.
Events are updated based on the content of emails received in Outlook, improving the accuracy of information.
Automation prevents human errors in update tasks, enabling efficient schedule management.
■Overview
This flow checks the registration status of qualified invoice issuing businesses for invoices received in Outlook using the Qualified Invoice Issuer Publication System and notifies Slack.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who check the registration status of qualified invoice issuing businesses in billing operations
・Those who proceed with billing operations based on invoices received from clients in Outlook
・Those who frequently verify registration numbers in the Qualified Invoice Issuer Publication System
・Those who want to streamline the operation of qualified invoice issuing businesses
■Benefits of using this template
In billing operations, it is time-consuming and cumbersome to check each time whether a client is a qualified invoice issuing business.
Moreover, if there are many invoices, the effort to check increases, potentially reducing work efficiency for other tasks.
In this flow, you can use AI to read the number of the qualified invoice issuing business from invoices received in Outlook and check the registration status in the Qualified Invoice Issuer Publication System.
You can check the registration status results from Slack, making it possible to streamline manual verification tasks.
By streamlining the verification process, billing operations become smoother, and the workload on the person in charge can be reduced.
You can automatically register cards in Trello, retrieve cards from specific boards, and send notifications to platforms like Slack or Chatwork.
■Overview
The workflow "Create a card in Trello based on form information and send it via Gmail" helps prevent task omissions.
You can automatically create cards based on form information and send emails to the person in charge.
■Recommended for
■Benefits of using this template
By integrating Trello and Gmail, there is an advantage of managing and sharing form information quickly.
This streamlines the handling of information, allowing you to use the necessary information appropriately at the right time.
This integration enables quick task management and progress checks, which can lead to improved work efficiency.
Additionally, by utilizing Gmail to share information, all stakeholders can act based on the same information, facilitating smooth communication.
■Overview
This is a flow for registering the due dates of tasks registered in Trello to Google Calendar.
■Recommended for
1. Those who use Trello for task management
・Project managers who manage team tasks with Trello
・Teams that utilize both Trello and Google Calendar to advance their work
2. Those who use Google Calendar for work
・People who manage their schedules with Google Calendar
・Those who want to automate adding tasks to Google Calendar
■Benefits of using this template
By using Google Calendar, the management of tasks and events becomes more efficient.
Additionally, you can receive reminders at the set time, preventing any oversights in your schedule and ensuring smooth progress in your work.
However, if you are manually setting tasks added to Trello into Google Calendar each time, you might find it cumbersome.
This template allows tasks added to Trello to be automatically registered in Google Calendar.
Since manual settings in Google Calendar are unnecessary, it prevents setting omissions or incorrect entries in Google Calendar, thereby enhancing work efficiency.
■Notes
・Please link both Trello and Google Calendar with Yoom.
■Overview
This is a flow that registers a card in Trello when a message is posted on Microsoft Teams.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who use Trello for task management
・Those who want to manage tasks efficiently with multiple team members
2. Those who use Microsoft Teams for communication
・Those who want to save time managing tasks manually
■Benefits of using this template
By integrating Microsoft Teams and Trello, communication and task management are effectively unified.
This ensures that necessary information is quickly added to Trello, preventing task omissions or forgetfulness.
Additionally, each member can quickly grasp the progress, allowing for smooth project execution.
Furthermore, as messages are automatically registered as cards, manual input work is reduced, allowing more time to be spent on more important tasks.
This improves the overall productivity of the team and enables efficient business execution.
■Notes
・Please connect both Microsoft Teams and Trello with Yoom.
・You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview
This is a flow that adds a record to Microsoft Excel when a card is registered in Trello.
■Recommended for
1. Members of teams using Trello
・Those who want to list and analyze tasks and information managed in Trello using Microsoft Excel
・Those who want to reduce the effort of manually transferring additional information from Trello to Microsoft Excel
・Those who want to always check the latest Trello information in Microsoft Excel
2. Team leaders and managers
・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding the team's situation
・Those who want to process and analyze Trello data in Microsoft Excel for business improvement and decision-making
■Benefits of using this template
Trello is a tool for project and task management, but there are often cases where you want to utilize the information in other systems. By integrating with a versatile spreadsheet software like Microsoft Excel, you can analyze task information in various ways and create reports. However, if Trello and Microsoft Excel are operated separately, there is a need to manually transfer card information registered in Trello to Excel, which can lead to transcription errors and information omissions.
By utilizing this flow, the information linkage between Trello and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing human errors.
■Notes
・Please integrate Trello and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
The flow "Create an Opportunity Record in Salesforce When a Trello Card is Updated" is a business workflow that seamlessly integrates project management and sales activities.
Every time the progress or tasks in Trello are updated, an opportunity record is automatically created in Salesforce.
This eliminates the need for manual data entry and dual management of information, allowing the sales team to focus more efficiently on their activities. Additionally, it enables quick information sharing and strengthens team collaboration.
■Who We Recommend This Template For
■Benefits of Using This Template
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?
