How to integrate Microsoft Teams with Trello to register message posts from Microsoft Teams as cards in Trello

Are you struggling with project management or managing customer-related tasks? Many teams face challenges such as "missing important tasks" or "data entry being too complicated." As a solution to reduce the burden of such tasks, the integration of Microsoft Teams and Trello is gaining attention. With Yoom, you can automatically convert messages posted on Microsoft Teams into task cards on Trello. This eliminates tedious manual work and prevents data entry omissions, thereby improving work efficiency. No programming knowledge is required, and with simple settings, team operations become smoother. In this article, we introduce how to use Yoom to integrate Microsoft Teams and Trello to streamline your work. Discover 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 staff who want to ensure customer requests are accurately data-managed. - Administrators who want to visualize data progress and efficiently manage the entire project. Benefits and Examples of Integrating Microsoft Teams and Trello: Improving Productivity through Efficient Task Management: By integrating Microsoft Teams and Trello, the workflow for data management is simplified. For example, if a project management team automatically registers the content discussed in Microsoft Teams to Trello, manual input tasks are no longer necessary. This eliminates the need to switch between multiple applications, maintaining focus on tasks and making efficient use of time. Additionally, since data is automatically generated from messages, assigning tasks becomes easier, leading to efficient project management. Progress changes are also automatically reflected in Microsoft Teams, allowing all members to share the latest information at all times. Preventing Task Omissions: Integrating Trello and Microsoft Teams can prevent data omissions. 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 retained, reducing the risk of missing important responses. Furthermore, deadlines and priorities can be automatically managed, making it easier to establish a system to handle necessary tasks. The progress of each project is also visualized, making it easier for administrators to efficiently manage overall progress. Easier Tracking of Task Progress: By integrating Microsoft Teams and Trello, you can automatically generate cards in Trello based on messages posted in Microsoft Teams. This 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 omissions. Task assignments are streamlined, making it easier to always track progress. The integration of Microsoft Teams and Trello allows task information to be automatically shared, reducing oversights and the effort required to check progress. This results in smoother project management and supports faster decision-making. 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: By using the Microsoft Teams API to receive messages posted on Microsoft Teams and combining it with Yoom's AI feature (data reading), it is possible to automatically analyze message content and register cards in Trello using the Trello API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge. The flow generally proceeds as follows: - Integrate Yoom with Microsoft Teams and Trello as a My App - Copy the template - Configure the flow details - Turn on the trigger to activate the flow If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*1oc56uw*_gcl_aw*R0NMLjE3MzA5NjE2NDkuQ2p3S0NBaUF4S3k1QmhCYkVpd0FZaVctLTlCY2VUbTVya2xnaHR5bGpoVkFCRzhUT0N3OVU2YTRIT09MT081a0tOcExDT3BjQ1pncFh4b0NSV2NRQXZEX0J3RQ..*_gcl_au*MTY1ODE2MDExNi4xNzMyNTc5Mzky*_ga*MTI5NDAwNTQxMC4xNzI0ODAyODk4*_ga_663H387CXM*MTczMzgwNjI2NS4yMzAuMS4xNzMzODA3NTk5LjYwLjAuMTIyMTUzMjg2Nw..). If you are already using Yoom, please log in.

Step 1: Connect Microsoft Teams and Trello with My Apps

Let's start preparing for the integration.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

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

Connect Microsoft Teams with My Apps

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

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

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

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Connect Trello with My Apps

To connect Trello with My Apps, 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 connect.

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

‍How to Register Trello with My Apps

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

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

Step 2: Set Up 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 your plan.

After selecting the team ID and channel ID from the candidates, post a test message to the specified Microsoft Teams channel and 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 you have confirmed up to this point, click "Save".

Step 3: Set Up Data Extraction from Text

Next is the second setting, "Extract Data from Text".
Extract data to register the previously obtained output in Trello.

The AI operation (data extraction) used here is a feature available only in some paid plans. If your plan is not eligible, the operation of the flow bot you set will result in an error, so please be careful.
Paid plans offer a two-week free trial, during which you can use restricted AI operations.

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 will be obtained.

The message content is summarized and reflected in the title and task content.

Once you have confirmed up to this point, click "Save" to complete the data extraction settings.

Step 4: Set Up Creating 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 will be 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 will be automatically registered as a task in Trello.
The flow you set is as follows.

Other Automation Examples Using Microsoft Teams and Trello

Notify Microsoft Teams when a new card is created in Trello

This flow automatically notifies Microsoft Teams when a new card is created in Trello to streamline task management. This allows all team members to immediately recognize the occurrence of tasks, helping to prevent delays in information sharing.

Detect Missed Punches from the Previous Day in KING OF TIME and Notify Microsoft Teams

This flow is designed to streamline attendance management by detecting missed punches from the previous day in KING OF TIME and notifying Microsoft Teams. It encourages employees to correct missed punches, thereby improving the accuracy of attendance data.

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Notify Microsoft Teams of Daily Zoom Meeting Information

This flow automatically notifies Microsoft Teams of daily Zoom meeting information. It assists busy business professionals in managing their schedules and helps prevent missing important meetings.

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Summary

The integration of Microsoft Teams and Trello is a powerful support tool for streamlining task management. With Yoom, you can reduce manual workload and prevent data oversight. No complex operations are required, and anyone can easily set it up.

Register for Yoom for free and streamline your cumbersome task management. Experience a new work style that supports business growth right away.