How to integrate Trello with Airtable to automatically add a card registered in Trello to Airtable

When managing multiple projects simultaneously, it is important to keep track of progress.
By utilizing automation that adds cards created in Trello to Airtable, you can easily grasp the status of tasks across different teams.
This will allow you to respond quickly even if there are delays in tasks.
Additionally, administrators can visualize tasks, saving the effort of checking progress.

Recommended for

Those using Trello and Airtable who want to reduce the effort of information sharing
Those who feel challenges in task management and want to optimize resources
Those managing multiple projects and want to reassess priorities

Benefits and Examples of Trello and Airtable Integration

Benefit 1: Easier Information Sharing

By automatically registering cards from Trello to Airtable, it becomes easier to share information between departments and different teams.
For example, when the customer support team records feedback from customers in Trello, it is automatically reflected in Airtable, making it easy to share with the development team or customer support team.
This minimizes inter-departmental communication and is expected to improve work transparency.
Furthermore, it can prevent overlooking tasks and response errors.

Benefit 2: Reduction of Transcription Work

By automatically adding Trello tasks to Airtable, the person in charge is freed from transcription work.
For example, manually transcribing task information to other applications increases the risk of human error and takes time.
However, by utilizing automation, manual work is eliminated, allowing the person in charge to focus on core tasks.
This prevents transcription errors and ensures more accurate information management.
Additionally, when a task is added to Trello, it is also added to Airtable, preventing transcription omissions.

Benefit 3: Visualization of Project Progress

Even when multiple projects are progressing simultaneously, by utilizing automation that adds Trello tasks to Airtable, project progress can be visualized.
For example, when multiple teams are working on various projects, administrators can grasp progress at a glance, allowing them to take measures for delayed projects.
This eliminates the need for administrators to check progress with the person in charge, saving effort.
Additionally, by checking Airtable, you can confirm tasks on Trello without having to switch between both applications.

We will introduce how to automate using Yoom by integrating Trello and Airtable.

[What is Yoom]

How to Create a Trello and Airtable Integration Flow

This time, we will introduce how to set up the following template: "Add to Airtable when a card is registered in Trello."
By using this template, you do not need to set up automation from scratch, which is convenient.

The integration flow is broadly divided into the following processes.

Register Trello and Airtable as My Apps
Copy the template
Set up the trigger in Trello, which serves as the starting point of the flow, and configure the subsequent operations in Airtable
Turn on the trigger button and verify the integration between Trello and Airtable

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Step 1: Register Trello and Airtable as My Apps

Register Trello and Airtable as My Apps to connect them to Yoom.
By registering as My Apps in advance, the automation setup becomes smoother.

First, register Trello as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Find Trello from the list of apps or search for it using "Search by App Name".

When the following screen appears, set the "Account Name", "Access Token", and "API Key".
For detailed instructions on registering Trello as My App, please check here.

Trello's management screen to check the API Key.

Next, register Airtable as My App.
Similarly, find Airtable from the list or search for it.
For instructions on registering Airtable as My App, please check here.
When the following screen appears, click "Add Base" → "Allow Access" in that order.

Once the registration of Trello and Airtable as My Apps is complete, they will appear in My Apps.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Please read the following screen display and click "OK".
When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click on the relevant section to modify it.
To set up Trello initially, click "When a card is newly created (Webhook)".
Step 3: Setting the Trello trigger that initiates the flow and the subsequent Airtable operation settings. When the following screen is displayed, please check the settings. "Title" → Can be changed as desired "Account information linked with Trello" → Confirm if the account is correct "Trigger action" → When a card is newly created (Webhook)
When the following screen is displayed, set the required items.
Check and set the "API Key" and "API Token" obtained during My App registration.
Next, select the "Board ID" from the candidates.
You can set it by clicking within the frame.
Once set, click "Next".
When the following screen is displayed, send a Webhook event or execute the trigger event and click "Test" → "Test Successful" → "Save".
Next, to set up retrieving card information in Trello, click "Retrieve card information".
When the following screen is displayed, check the settings. "Title" → Can be changed as desired "Account information linked with Trello" → Confirm if the account is correct "Action" → Retrieve card information
When the following screen is displayed, set it as before.
Next, use the Trello output to set the "Card ID".
Click the arrow in the red frame to display the output and select "Added Card ID".
Once set, click "Test" → "Test Successful" → "Save".
Next, to set up Airtable, click "Create Record".
When the following screen is displayed, check the settings. "Title" → Can be changed as desired "Account information linked with Airtable" → Confirm if the account is correct "Action" → Create Record Please check the following precautions.
Scroll down to set the "Base ID" and "Table ID or Name".
Next, set the field information. "Field Name" → Set as desired "Value" → Select the value you want to display from Trello's output As an example, the card name was set.
Once set, click "Test" → "Test Successful" → "Save".
Step 4: Turn on the trigger button and check the integration operation between Trello and Airtable. Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot is operating normally.
Here is the template used this time.

Other Examples of Automation Using Trello and Airtable

1. This is a flow that automatically notifies Microsoft Teams when a new card is created in Trello.
When a card is created in Trello, a notification is sent to Microsoft Teams, so there is no worry about missing tasks.
Team members can keep track of tasks through Microsoft Teams notifications, allowing them to understand the overall progress of the team.

2. Once Trello is launched, this flow automatically adds Trello information to a Google Spreadsheet.
Since Trello card information is added to the Google Spreadsheet, it becomes easier to manage tasks.
You no longer need to manually transfer tasks, which reduces working time.

3. This is a flow for registering the due dates of tasks registered in Trello to Google Calendar.
By receiving reminders, you can prevent missing or overlooking tasks.
It is recommended for those who use Trello and Google Calendar for schedule management.

Summary

Automation that integrates Trello and Airtable may reduce the effort of information sharing and strengthen collaboration between teams.
By eliminating the need for task transcription, the burden on the person in charge is reduced, allowing them to focus on core tasks.
Additionally, as project progress can be visualized and centrally managed, it enables quick responses even if issues arise.

Let's utilize Yoom's automation to simplify operations and enhance collaboration across the entire team.