How to integrate Slack and Trello to create a card in Trello when a message is posted in Slack

In streamlining daily operations, the integration of tools can have a significant impact.
This blog introduces a method to automate task management by integrating Slack and Trello. By setting up a system that automatically generates Trello cards triggered by messages posted on Slack, you can reduce manual work and expect improvements in accuracy and speed of operations.
This integration setup uses no-code tools to clearly explain the implementation steps, so even beginners can proceed with confidence.
Please use it as a reference.

Recommended for

Those who want to quickly grasp the progress of team tasks
Those who use Slack and Trello in their daily operations
Those aiming to improve task management efficiency by integrating Slack and Trello

Benefits and Examples of Integrating Slack and Trello

Benefit 1: Speeding Up Work and Improving Accuracy

By automating the registration of cards from Slack to Trello, you can eliminate the manual transcription work.
Automation is expected to improve work speed and prevent task registration errors.
For example, by setting up a system where project progress reports posted on Slack are quickly recorded as tasks in Trello, you can share information swiftly and accurately with the entire team.
Especially for high-priority tasks, you can create an environment where the person in charge can immediately understand the content and take action, leading to improvements in the overall accuracy and speed of operations.

Benefit 2: Centralization and Visualization of Information

Task requests and notes exchanged on Slack often get buried in the flow of messages, but by automatically registering them as cards in Trello, you can centrally manage all tasks.
For example, by reflecting the content of discussions about a new campaign by the marketing team on Trello, tasks can be visually organized based on the discussion content.
This visualization allows for a quick grasp of the overall progress of the project, which is expected to improve the team's work efficiency.

Benefit 3: Efficient Task Management through Smooth Information Sharing

When multiple threads are active in Slack, there is a risk of important tasks or instructions getting buried.
However, with this integration, you can automatically register messages posted on Slack to Trello, which is expected to facilitate smooth information sharing and improve task management efficiency.
For example, requirements or tasks posted in a project-specific channel on Slack quickly become Trello cards, allowing everyone to check the progress on Trello, preventing information transmission gaps and ensuring efficient task execution.

From here, we will proceed with the setup using Yoom's template 【Register a card in Trello when a message is posted on Slack】 as the integration flow.

[About Yoom]

How to Register a Card in Trello When a Message is Posted in Slack

When a message is posted in Slack, you can receive that information using the Slack API and automatically register a card in Trello via the API provided by Trello.
By utilizing the no-code tool Yoom, you can easily achieve automation without programming knowledge.

The steps for this integration flow are broadly as follows:

Integrate Slack and Trello with My Apps
Copy the template
Set triggers and actions
Finally, check if the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Issuance Page
If you already have an account, please log in.

2) An access token is required for registering Trello with My Apps.
Log in to Trello in advance and generate an access token from the following page.
https://trello.com/1/appKey/generate

A page like the one below will be displayed, so click "Power-Up Admin Portal".

Click "New" in the management screen.

Enter the required information and click "Create".

On the page like the one below, click "Generate a new API key" and obtain the displayed API key.

Copy the API key.
※ The API key is also required when setting up operations using Trello in Yoom, so please keep it safe.

Next, click "Generate token manually" next to "API Key".

Click the allow button at the bottom of the page on the authentication screen.

Since the token will be displayed on the page after allowing authentication, copy this value.

※ The access token is also required when setting up operations using Trello in Yoom, so please keep it safe.

Please refer to the following for more details.
How to Register Trello with My Apps | Yoom Help Center

Step 1: Integrate Slack and Trello with My Apps

1) After logging into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed, and search for the two apps "Slack" and "Trello" one by one from the search box at the top.

Once you have selected Slack, configure it with the account you will use.

Click "Allow" on the access rights confirmation screen.

Similarly, when you select Trello, register the token and API key you copied in advance.
Enter any account name in the account name field and click "Add".

3) Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.

Step 2: Copy the Template

Click this banner.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, please click "OK".

When this screen appears, the copy has been completed successfully.

After that, you can click on the title or details to edit them.
There is a "!" icon displayed on the right side, click them in order to set up the operations.
The copied template is saved in "My Projects" and can also be opened from there.

Step 3: Set the Trigger

Click on "App Trigger - When a new message is posted in a channel".

Step 4: Set the Slack Action

1) Select the action "When a new message is posted in a channel" and click "Next".

2) Enter the required fields.
The trigger activation interval varies depending on the subscription plan.
Refer here for details on each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
If the app registration is complete, you can select the channel ID from the suggestions.
Once selected, click "Test" and after a successful test, click "Save".

Step 5: Set the AI Action

1) Return to the flow and click on the icon "Integrate with App - Extract Data from Text".
*AI operations are only available in the Team Plan and Success Plan.
For Free Plan and Mini Plan, the operations set in the flow bot 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).

2) Select the conversion type "Extract text from data within 3,500 characters (2 tasks)" and click "Next".

3) Enter the required fields.
You can use the Slack output information obtained earlier for input.
Select from the suggestions if necessary, and once the input is complete, click "Save".

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Step 6: Set the Trello Action

1) Return to the flow and click on the icon "Integrate with App - Create a New Card".

2) Select the action "Create a New Card" and click "Next".

3) Enter the required fields.
You can use the output information obtained earlier for input.
Select from the suggestions if necessary, and once the input is complete, click "Save".

This completes the flow of [Registering a card in Trello when a message is posted in Slack].

Step 7: Test and Verify

Once the setup is complete, the following display will appear, click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

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Here is the template used this time

Other Automation Examples Using Trello and Slack

There are many other examples of automation using Trello and Slack on Yoom, so here are a few introductions.

1. Notify Slack When a Card is Created in Trello
This template allows you to automatically send a notification to Slack when a card is created in Trello.
For example, when a new task is added to the sales department's Trello board, a notification is sent to the sales department channel, allowing everyone to quickly grasp the task.
This automation improves the speed of information sharing and helps prevent important tasks from being overlooked.
Additionally, since manual notification tasks are no longer necessary, it is expected to improve work efficiency and facilitate quick team collaboration.

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2. Register a card in Trello when a message is posted on Google Chat
This template allows you to automatically register a card in Trello when a message is posted on Google Chat.
For example, when a new campaign task is shared in the marketing department's Google Chat, a task card is automatically added to the Trello project management board.
This prevents important tasks from being overlooked and allows the entire team to efficiently manage progress.
It reduces manual work and is expected to improve business efficiency.

3. When a workflow is approved in Garoon, add a task to Trello
This template allows you to automatically add a task to Trello when a workflow is approved in Garoon.
For example, when the approval for a recruitment plan is granted by the HR department, the corresponding task is automatically registered on the recruitment project board in Trello.
This automation enables immediate sharing of tasks after approval, which can help prevent oversights.
Additionally, it eliminates the need for manual task registration, improving work efficiency and the accuracy of task management.

Summary

In this blog, we explained how to automatically create a card in Trello when a message is posted on Slack. By integrating Slack and Trello, you can reduce manual work and prevent human errors, which can lead to improved work efficiency. Additionally, automation allows for centralized information management, contributing to improved accuracy of information. By utilizing the time saved for other tasks, you can also enhance the overall work speed. Furthermore, by using the no-code tool Yoom, you can easily implement automation without specialized programming skills. Please refer to the steps introduced in this article to help improve your company's work efficiency.