Microsoft TeamsとTrelloの連携イメージ
How to Utilize AI Operations

2025-04-22

How to Register a Message Posted on Microsoft Teams to Trello

n.watanabe

Are you struggling with project management or task management for customer interactions?
There are many teams and individuals who face challenges such as "missing important tasks" or "data entry is too complicated."
To reduce the burden of such tasks, we recommend integrating Microsoft Teams with Trello!

With Yoom, you can automatically convert messages posted in Microsoft Teams into Trello task cards.
This eliminates tedious manual work and prevents data entry omissions, thereby improving work efficiency!
No programming knowledge is required, and with simple settings, team management becomes smoother.

In this article, we will introduce how to use Yoom to integrate Microsoft Teams and Trello to streamline your work.
Check out these tips to free yourself from complex task management and ensure smooth project progress.

Recommended for

  • Project team members who want to manage data based on conversations in Microsoft Teams.
  • Business personnel who want to prevent data omissions and efficiently track progress.
  • Customer support representatives who want to ensure customer requests are accurately data-managed.
  • Administrators who want to visualize data progress and streamline overall project management.

For those who want to try it now

This article introduces how to integrate using the no-code tool "Yoom."
No complex settings or operations are required, making it easy for non-engineers to implement.
You can start immediately with the template below, so please give it a try!

Now, let's explain how to use the no-code tool Yoom to "register a card in Trello when a message is posted on Microsoft Teams".

[What is Yoom]

How to Create an Integration Flow Using Microsoft Teams and Trello

It is possible to achieve this by receiving a message posted on Microsoft Teams using the Microsoft Teams API, automatically analyzing the message content by combining it with the AI function (data reading) provided by Yoom, and registering a card in Trello using the Trello API.
Generally, programming knowledge is required to achieve this, but by using the no-code tool Yoom, it can be easily achieved without programming knowledge.

The flow proceeds roughly as follows:

  • Integrate Yoom with Microsoft Teams and Trello as My Apps
  • Copy the template
  • Set the flow details
  • Turn on the trigger and run the flow

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

Step 1: Integrate Microsoft Teams and Trello as My Apps

Let's start preparing for the integration.
Once logged into Yoom, click "+ Add" from "My Apps" in the left menu.

When the app search window appears, search for each app name.

Integrate Microsoft Teams as My App

Log in to your Microsoft account.

Once you enter the Microsoft account information you want to integrate, Yoom will automatically complete the integration.
No complicated settings are required!

* Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

At the same time as app integration, create a channel to receive messages for task registration in Trello.

Integrate Trello as My App

To integrate Trello as My App, you need to obtain an access token and API key.

First, log in to Trello and open this page.

Enter the necessary information from "Power-Up Admin Portal" under "New".

Then, paste the generated API key and access token into the Yoom screen to integrate.

<span class="mark-yellow">The API key and access token used here will also be used in later settings, so please paste and store them in another place such as a memo.</span>
For detailed settings, please refer to the link below.

How to Register Trello as My App

Once My App integration is complete, the configured apps will be displayed in the list.

Once confirmed up to this point, the My App integration settings are complete.
Next, we will move on to specific flow settings, so click "Try it" from the banner below to copy the template.

Step 2: Set App Trigger in Microsoft Teams

The initial setting is "When a channel message is sent".
On the first page, the Microsoft Teams account information linked with My App is reflected.

If necessary, correct the title and verify that the account information is correct before proceeding.
If you are linked with multiple accounts, an unintended account may be reflected. In that case, please reselect.

Next, set the trigger activation interval and the channel to receive messages.

The trigger activation interval can be selected from 5 to 60 minutes, depending on your business needs, but please note that it may not be selectable depending on the plan.

After selecting the team ID and channel ID from the candidates, post a test message to the specified Microsoft Teams channel and then click "Test".
If the test is successful, you can obtain an output that reflects the message content.

When you actually run the flow, the values of the output you can obtain will change according to the message content.

Once confirmed, click "Save".

Step 3: Set to Extract Data from Text

Next is the second setting, "Extract Data from Text".
We extract data to register the content of the output obtained earlier in Trello.

For the setting method of "Data Extraction (2 Tasks)" using AI, please also check this page.

The conversion type can be selected from 3,500 to 30,000 characters.
Set it according to the expected message content and click "Next".

Next is the setting for the data to be extracted.

The target text is the message posted in the Microsoft Teams channel.
Specify the items you want to extract from there and click "Test".

If the test is successful, the output is obtained.

Once confirmed, click "Save" to complete the data extraction settings.

Step 4: Set to Create a New Card in Trello

The final setting is "Create a New Card".
On the first page, as with Microsoft Teams, correct the title and verify the account information before proceeding.

On the next page, use the API key and access token used during My App integration.

Once all required fields are entered, select the output for card creation.

After selecting the output for the title, due date, description, etc., click "Test".

If the test is successful, a new card is created in Trello and the output can also be obtained in Yoom. Finally, click "Save" to complete all settings.

Turn on the trigger and run the flow.

Now, the message content posted in Microsoft Teams is automatically registered as a task in Trello!
The flow you set is as follows.

Other Automation Examples Using Microsoft Teams and Trello

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Microsoft Teams and Trello.
All of them can be used with simple settings, so if there is something that interests you, please give it a try!

Other Automation Examples with Microsoft Teams and Trello

You can be notified when a new card is created or when a card is updated.
Additionally, it is possible to archive a Trello card when a message with specific conditions is posted in Microsoft Teams.

Automation Example Using Microsoft Teams

Upload files received by email and notify Microsoft Teams

By integrating tools, you can unify your work environment and improve work efficiency.

Add messages as they are sent to Microsoft Teams

Eliminate the need for manual transcription, saving time and preventing human error.

Notify via Microsoft Teams when an issue is updated

By notifying Microsoft Teams as soon as an update is made, you can quickly share information within your team.

Example of Automation Using Trello

Add a task to Trello when it is registered

When a task is registered, it can be automatically added to Trello, which can streamline the work of manually entering tasks into Trello.

Add when a card is registered in Trello

You can automatically add Trello information, saving you time from manual input and allowing you to focus on other tasks.

Notify me when a new card is created in Trello

Notifications allow you to know as soon as a new card is created, and you can respond quickly to keep the entire project moving forward smoothly.

Benefits of Integrating Microsoft Teams and Trello

Enhancing Productivity through Streamlined Task Management

By integrating Microsoft Teams and Trello, you can simplify the workflow of data management. For example, if a project management team automatically registers the discussions from Microsoft Teams into Trello, it is expected to eliminate the need for manual data entry.

This integration removes the necessity to switch between multiple applications, helping maintain focus and making efficient use of time. Furthermore, since data is automatically generated from messages, assigning tasks becomes easier, potentially leading to more efficient project management.

Preventing Task Oversights

Integrating Trello with Microsoft Teams helps prevent data oversights. For instance, when a customer support team posts a request from a customer on Microsoft Teams, data is automatically created in Trello. This operation ensures that records of request handling are reliably maintained, reducing the risk of missing important responses.

Additionally, deadlines and priorities can be managed automatically, making it easier to establish a system for processing necessary tasks. The progress of each project is also visualized, allowing administrators to efficiently manage overall progress.

Easier Monitoring of Task Progress

Integrating Microsoft Teams and Trello allows for visual confirmation of task progress, enhancing transparency across the team. For example, when a customer request is posted on Microsoft Teams, a task card is automatically created in Trello, preventing task registration oversights. Task assignments are streamlined, making it easier to consistently monitor progress.

This leads to smoother project management and supports quicker decision-making.

Conclusion

The integration of Microsoft Teams and Trello is a powerful support tool for smoothly advancing task management. By using Yoom, you can reduce manual workload and prevent data oversights.

No complex operations are required, and anyone can easily set it up!

Take this opportunity to register for Yoom for free and streamline your cumbersome task management. Experience a new work style that supports business growth right away.

The person who wrote this article
n.watanabe
I have been an SEO writer for 5 years and have continued to write under the motto “easy to read” and “easy to convey.” I want to bring the convenience of Yoom, which can be linked to apps without programming knowledge, to many people!
Tags
Automation
Integration
Microsoft Teams
Trello
Automatic
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