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"Where was that conversation again..."
Have you ever experienced important messages in Microsoft Teams getting buried, making it time-consuming to find them later? Manually organizing them in Notion is also a hassle, and it's easy to put it off. By automatically integrating Microsoft Teams with Notion, you can solve this problem instantly. For example, you can automatically create a page in Notion at the time a message is posted. With such automation, information won't be scattered, making it easier to review and share.
In this article, we will introduce in detail what you can do by integrating Microsoft Teams and Notion, as well as specific setup methods. It's recommended for those who want to streamline information management across the entire team while preventing manual transcription work and information omissions.
By using Yoom, you can easily integrate Notion and Microsoft Teams without any code. Yoom provides templates for integrating Notion and Microsoft Teams, so you can achieve integration immediately just by registering, even without API knowledge.
Trello and Notion are used by many companies for project and task management.
However, if you are using both, wouldn't it be convenient if task registration could be automated?
The solution to this problem is the integration of Trello and Notion.
In this article, we will introduce a method to automatically add a card to Notion whenever one is added to Trello.
Use this automation to smoothly manage your projects!
In this article, we will introduce a method of integration using the no-code tool "Yoom".
No complicated settings or operations are required, making it easy for non-engineers to implement.
You can start right away using the template below, so please give it a try!
■Overview
This is a flow that adds a card registered in Trello to Notion.
■Recommended for
1. Companies managing tasks with Trello
・Those utilizing it for task management within the team
・Those visualizing the progress of project-related tasks
2. Companies using Notion as a centralized information management place
・Those creating documents related to tasks and accumulating information
・Those visualizing information using databases
■Benefits of using this template
Trello is a useful tool for visualizing progress and facilitating smooth task progression.
By using Notion, you can manage it along with task-related information, making business operations smoother.
However, manually entering Trello's registered information into Notion each time is cumbersome and takes away time from tasks that should be prioritized.
By using this flow, you can automatically add Trello information to Notion, saving time on manual entry and allowing you to allocate time to other tasks.
Additionally, preventing errors from manual entry helps maintain high accuracy of information.
■Notes
・Please link both Trello and Notion with Yoom.
[What is Yoom]
So far, we have introduced the benefits.
Now, let's quickly integrate the apps we will use this time with Yoom!
Once you have completed the registration of My Apps, we will create a flow bot "Add to Notion when a card is registered in Trello".
By integrating My Apps first, the subsequent settings will proceed smoothly.
First, let's integrate Trello and Yoom that you are using.
Select My Apps → "+ Add" from the left side of the Yoom page.
Please search for Trello.
Please refer to this article for registration.
Next, integrate with Notion.
Search by app name in the same way as before and proceed with the integration.
Once logged in, don't forget to check the page you want to access. (Later, the page you want to add may not be reflected in the database integration.)
This time, we want to register on a page called test1001, so we will check it.
Once the apps integrated with My Apps are displayed, it is complete.
This time, we will use it.
Open the template page and click 'Try it'.
If you are using Yoom, log in, and if you are new, please register as a member.
■Overview
This is a flow that adds a card registered in Trello to Notion.
■Recommended for
1. Companies managing tasks with Trello
・Those utilizing it for task management within the team
・Those visualizing the progress of project-related tasks
2. Companies using Notion as a centralized information management place
・Those creating documents related to tasks and accumulating information
・Those visualizing information using databases
■Benefits of using this template
Trello is a useful tool for visualizing progress and facilitating smooth task progression.
By using Notion, you can manage it along with task-related information, making business operations smoother.
However, manually entering Trello's registered information into Notion each time is cumbersome and takes away time from tasks that should be prioritized.
By using this flow, you can automatically add Trello information to Notion, saving time on manual entry and allowing you to allocate time to other tasks.
Additionally, preventing errors from manual entry helps maintain high accuracy of information.
■Notes
・Please link both Trello and Notion with Yoom.
When you proceed, the template will be automatically copied to your workspace.
You can change the template name as needed.
Click on My Projects on the left to find the template you just copied.
Click the ellipsis (...) on the right and select Edit.
This time, it's just two steps.
Let's set it up together!
Now, let's set up the app trigger.
Select "When a card is newly created (Webhook)".
You can change the title to make it easier to understand.
Check the account information to be linked.
Keep the trigger action as it is and proceed to the next step.
Please set the required fields.
Test without entering anything on the following screen, and if the Trello card information is reflected in the output, save it.
Next, click "Add Record".
Again, check the account information to be linked.
Keep the action as it is and link the database.
Proceed to the next step, and select the required fields from the output as follows.
Set the other fields in the same way.
Test this as well, and if there are no issues, save it.
Finally, turn on the app trigger to complete.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed easily.
Here is the Flowbot used this time ↓
■Overview
The workflow "Extract tasks from Notion until the end of this month and create cards in Trello" is a business workflow designed to manage tasks more efficiently.
By automatically extracting tasks managed in Notion until the end of this month and creating them as cards in Trello, task visualization and sharing within the team can be done smoothly.
This eliminates the hassle of manual data transfer and achieves work efficiency.
■Recommended for those who
■Benefits of using this template
■Overview
The workflow "Archive Trello cards and notify Slack when the status is completed in Notion" seamlessly integrates task management and communication.
When a task is completed in Notion, the corresponding Trello card is automatically archived, and the team is notified via Slack.
This integration enables centralized information management and real-time sharing, allowing efficient tracking of project progress.
■Recommended for
■Benefits of using this template
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Trello and Notion.
Both can be used with simple settings, so if you find something that interests you, please give it a try!
You can extract tasks from Notion until the end of the month and create cards in Trello.
Additionally, by integrating with Slack, you can archive Trello cards and send notifications when the status is marked as complete in Notion.
◼️Overview
When a new card is created within a specified Trello board, its details will be notified on Slack.
◼️Notes
・Integration with each app and Yoom is required.
■Overview
This is a flow that notifies a Google Chat space when a new card is created in Trello.
■Recommended for
1. Members of teams using Trello
・Those who want to receive notifications in Google Chat triggered by adding cards to specific boards or lists in Trello
・Those who want to keep track of card additions in Trello in real-time
2. Team leaders and managers
・Those who do not want to miss important card additions to specific boards or lists in Trello
・Those who want to easily check Trello information by receiving notifications in Google Chat
■Benefits of using this template
Trello is an excellent tool for streamlining project management, but not all team members may constantly check the Trello boards.
Failing to notice the creation of new cards can lead to task delays or insufficient information sharing.
By utilizing this flow, all team members can receive notifications in the Google Chat space the moment a new card is created.
This allows for real-time sharing of task progress, promoting prompt responses, and can also be used as a platform to enhance communication among team members, thereby strengthening overall team collaboration.
■Notes
・Please integrate Trello and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
■Overview
This is a flow that notifies Microsoft Teams when a new card is created in Trello.
■Recommended for
1. Members of teams using Trello
・Those who want to be aware of card additions to Trello in real-time
・Those who want to quickly share Trello updates with team members
2. Team leaders and managers
・Those who want to keep track of Trello updates to aid in team progress management
・Those who do not want to miss important card additions to specific boards or lists in Trello
・Those who want to easily check Trello information by receiving notifications in Microsoft Teams
■Benefits of using this template
Trello is a convenient tool for team task management, but there are times when you may not notice that a new card has been created, leading to delayed responses. It is even more challenging to constantly check Trello boards when team members are handling different tasks.
By utilizing this flow, team members can immediately recognize when a new card is created through Microsoft Teams notifications, allowing for prompt responses and smoother progress of the overall project.
Additionally, Microsoft Teams' notification feature can be used regardless of time or location, enabling team members to always stay updated on the latest task information, no matter where they are.
■Notes
・Please integrate Trello and Microsoft Teams 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.
Tasks can be automatically added to Trello when registered, streamlining the process of manual input into Trello.
■Overview
This is a flow that adds an issue created on GitHub to Trello.
■Recommended for
1. Those who utilize GitHub for work
・Those who manage tasks using issues
・Those aiming to improve development environment efficiency
2. Companies utilizing Trello
・Those who manage tasks by creating cards
・Those aiming to visualize progress and ensure task resolution
■Benefits of using this template
GitHub is a tool that allows task management through issue registration.
Additionally, by registering tasks in Trello, it leads to visualization of the entire project and smoothens business progress.
However, manually registering in Trello every time an issue is registered in GitHub may hinder the growth of the entire organization.
By utilizing this flow, a card is automatically created in Trello when an issue is registered in GitHub, eliminating manual work and facilitating information sharing.
Since the information quoted when creating the card is used, it eliminates input errors due to manual work.
By saving the time previously spent on manual work and allocating it to other tasks, you can achieve quick task resolution and improve productivity.
■Notes
・Please link both GitHub and Trello with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that adds a task to Trello when it is registered in Zoho CRM.
■Recommended for
1. Those who use Zoho CRM for business
・Those who use Zoho CRM for managing tasks related to deals and customer interactions
・Sales teams that have implemented Zoho CRM
2. Those who centrally manage tasks within a team
・Project managers who manage team tasks using Trello
・Those who manually input Zoho CRM tasks into Trello
■Benefits of using this template
Zoho CRM is a tool that centralizes customer management and aids in managing sales processes.
However, when using multiple tools for task management, there is a possibility of missing or failing to share tasks.
This template allows tasks registered in Zoho CRM to be automatically added to Trello, enabling centralized task management in Trello.
If you manage team tasks in Trello, you can automatically link tasks related to deals and customer interactions from Zoho CRM, thereby streamlining management tasks.
By consolidating tasks in Trello, information sharing among members becomes smoother, preventing delays and duplication of work.
■Notes
・Please integrate both Zoho CRM and Trello with Yoom.
■Overview
The flow of "Creating a card in Trello when an issue is created in GitLab" is a business workflow that facilitates smooth task management in development projects.
When a new issue arises in GitLab, a corresponding card is automatically created in Trello.
This integration makes information sharing between the development team and the project management team easier, enabling efficient task management.
■Recommended for
■Benefits of using this template
When managing tasks in both GitLab and Trello, creating cards with the content registered in issues involves entering duplicate information, which is cumbersome.
By utilizing this flow, when an issue is created in GitLab, a card is automatically added to Trello, eliminating the need for manual input.
Additionally, the integration of development tools and project management tools ensures that information is centrally managed without any omissions.
Automation allows for smooth task sharing, making it easier for the entire team to grasp progress.
Since you can automatically convert routine tasks according to the progress of the deal, there should be no need to request or give instructions for tasks each time.
■Overview
This is a flow where a task is registered in Trello when a deal is won in Airtable.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who manage deal information with Airtable
・Those aiming to expedite follow-ups after a deal is won
・Those who want to create business hours by automating manual tasks
2. Companies using Trello for business
・Those who want to establish standardized business processes
・Those who feel challenged by information sharing and task management
■Benefits of using this template
With this flow, a new card is automatically created in Trello when the status of deal information in Airtable changes to won.
You can automate routine tasks according to the progress of the deal, eliminating the need to request or instruct tasks each time.
It reduces the hassle of transcription and allows for smooth follow-ups.
■Notes
・Please integrate Airtable and Trello with Yoom.
・Branching is a feature (operation) available with plans of Mini Plan or higher. In the case of the Free Plan, the operation of the set flow bot will result in an error, so please be careful.
・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow where a task is registered in Trello when a deal is closed in HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who manage deal progress in HubSpot
・Those who want to quickly proceed with follow-ups after closing a deal
・Those who want to focus on their core sales tasks by automating manual work
2. Companies using Trello for business
・Those aiming to establish standardized business processes
・Those who feel challenged by information sharing and task management within the team
■Benefits of using this template
With this flow, a new card is automatically created in Trello when the deal stage in HubSpot is closed.
You can automatically taskify routine tasks according to the progress of the deal, eliminating the need to request or instruct tasks each time.
This reduces the effort of transcription and allows for smooth follow-ups.
■Notes
・Please integrate Yoom with both HubSpot and Trello.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flowbot will result in an error, so please be aware.
・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow that registers a task in Trello when a deal is closed in Salesforce.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who manage deal progress in Salesforce
・Those who want to seamlessly proceed with follow-ups after closing a deal
・Those who want to automate manual tasks and focus on core sales activities
2. Companies using Trello for business
・Those aiming to establish standardized business processes
・Those who feel challenged in sharing information and understanding tasks with team members
■Benefits of using this template
With this flow, a new card is automatically created in Trello when a deal phase in Salesforce is closed.
You can automatically taskify routine operations according to the progress of the deal, eliminating the need to request or instruct tasks each time.
This reduces the hassle of transcription and allows for smooth follow-ups.
■Notes
・Please integrate both Salesforce and Trello with Yoom.
・The branching feature (operation) is available with the Mini Plan or higher, and Salesforce is available with the Team Plan or higher. If you are on a plan that is not eligible, the operations and data connections set in the flow bot will result in an error, so please be careful.
・A 2-week free trial is available for paid plans. During the free trial, you can use restricted features (operations) and apps.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
With notifications, you can immediately be aware when a new card is created, allowing for prompt action and smoother progress of the entire project.
■Overview
This is a flow to create and send contracts using ContractS CLM with information from the Notion database.
By using a trigger with a Chrome extension, you can directly initiate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who centrally manage information in a database
・Those who manage information related to contract details
2. Companies utilizing ContractS CLM
・Those who use it to streamline tasks related to contract execution
■Benefits of using this template
Notion is a tool that can enhance accessibility to business-related information by centrally managing all kinds of information.
However, manually entering information registered in Notion to create contracts in ContractS CLM each time takes away time from core tasks that should be focused on.
This flow is suitable for those who want to quickly issue contracts and allocate time to other tasks.
By utilizing this flow, you can create and send contracts using ContractS CLM with information from Notion, eliminating manual work.
By allocating the time previously spent on contract creation to other tasks, you can enhance the productivity of the entire team.
■Notes
・Please integrate Notion and ContractS CLM with Yoom respectively.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
By notifying tasks due today in bulk, there is no need to manually notify each member, and the tasks to be done that day may become clear among the team.
■Overview
This is a flow that extracts tasks due today from the Notion database and notifies them all at once in Google Chat every day.
■Recommended for
1. Those who consolidate information in Notion
・Project managers who centrally manage project tasks
・Those who utilize Notion for progress management
2. Those who share information using Google Chat
・Project leaders who share progress and tasks
・Those who use Google Chat for sharing announcements
■Benefits of using this template
When linking Notion information with Google Chat, it is cumbersome to notify each time.
Additionally, if notifications are delayed, real-time information sharing may not be possible, leading to potential discrepancies in team understanding.
This template is suitable for those who want to automate the notification process with Google Chat.
Since this template can automatically notify tasks due today from the Notion database to Google Chat, manual notification tasks are no longer necessary.
By notifying task information all at once, each member's work becomes visible, reducing misunderstandings and allowing for smoother operations.
■Notes
・Please link both Notion and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
■Overview
This flow extracts tasks due today from the Notion database and notifies them all at once on Discord every day.
■Recommended for
1. Those who manage schedules with Notion
・Project leaders managing project work schedules
・Public relations team members who share tasks with deadlines daily
2. Those who regularly communicate via Discord
・Team members sharing information on Discord
・Those who use Discord for business communication
■Benefits of using this template
When managing tasks in a Notion database, searching for tasks due today can be cumbersome.
Additionally, if there is a sharing omission when sharing tasks with each member, there is a risk of affecting the progress of the entire team.
This template allows you to notify tasks due today from the Notion database to Discord all at once.
By notifying all at once, there is no need to manually notify each member, and the tasks to be done that day become clear among the team.
By receiving task completion notifications from each member regarding the notification content, progress management becomes easier, and the burden of management tasks can be reduced.
■Notes
・Please link Yoom with both Notion and Discord.
■Overview
This is a flow that extracts tasks due today from the Notion database daily and notifies them all at once on Microsoft Teams.
■Recommended for
1. Those who use Notion to proceed with their work
・HR personnel who notify tasks scheduled for the day daily
・Those who want to streamline task sharing
2. Those who communicate via Microsoft Teams
・Team members who conduct daily business communications on Microsoft Teams
・Sales representatives who use Microsoft Teams for interactions with clients
■Benefits of using this template
The advantage of Notion is its flexibility to be used according to business needs.
However, manually notifying daily tasks on Microsoft Teams is inefficient and time-consuming.
This template allows you to notify tasks due today on Microsoft Teams daily.
It eliminates the hassle of searching for tasks due today in Notion and prevents omissions or sharing errors due to manual notifications, thereby improving work efficiency.
Notifications to Microsoft Teams can be customized as desired, and individual notifications can be sent to each member.
■Notes
・Please link both Notion and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
By quickly reflecting summaries of incoming emails and post messages in Notion, you can achieve faster data management operations.
■Overview
The "Summarize Discord Posts and Add to Notion" workflow reduces the burden of data entry tasks.
By being able to add summarized content, even long texts become easier to read, enhancing the readability of information.
■Recommended for
■Benefits of Using This Template
By linking Discord with Notion, you can quickly summarize and save post content.
This allows you to swiftly organize and share important information.
With more efficient information sharing, team productivity improves, and decision-making becomes smoother.
Additionally, since information is automatically added to Notion, manual tasks are reduced, allowing resources to be focused on other important tasks.
Furthermore, centralized information management eliminates the hassle of searching for necessary information, improving overall work efficiency.
■Overview
The "Summarize Gmail Content with AI and Add to Notion" workflow is a business workflow designed to streamline email management and information organization.
Manually organizing daily Gmail inboxes can be time-consuming. Especially when dealing with a large volume of emails, the risk of missing important information increases. By utilizing this workflow, you can automatically summarize received emails with AI and organize and save them in Notion. This allows for quick access to necessary information, improving work efficiency.
■Recommended for
■Benefits of using this template
■Overview
The "Summarize Outlook Emails and Add to Notion" workflow reduces the burden of data entry tasks.
It automatically adds the content of emails from clients, preventing any omissions.
■Recommended for
■Benefits of Using This Template
By implementing a flow that adds Outlook email content to Notion, you can manage important information quickly.
This automation minimizes the effort required for information organization.
Summaries of each received email are quickly reflected in Notion, enabling prompt and appropriate responses.
Since all members can share the same information, team coordination becomes smoother, and decision-making speeds up.
It simultaneously achieves operational efficiency and accurate data management, contributing to improved business quality.
By integrating Trello and Notion, you can save the effort of manually transferring card information, allowing you to spend more time on other tasks.
This should also reduce the risk of human errors such as input mistakes from manual work.
In scenarios where multiple projects or tasks are managed, the introduction of this automation contributes to improving the quality and accuracy of work, thus enhancing overall work efficiency.
When a new card is added in Trello, the information is immediately reflected in Notion, enabling the entire team to quickly grasp the latest task status.
This eliminates information time lags, allowing the entire team to act based on the same information, which may help prevent task omissions.
Even in projects that require quick decision-making, smooth responses are possible, making it easier to grasp overall tasks and contributing to the smooth progress of the project.
This time, we introduced a flow bot that "adds to Notion when a card is registered in Trello"!
By integrating Trello and Notion, you can expect to reduce manual work and achieve real-time information sharing.
Although we integrated with Notion this time, it is also possible to transfer to other apps like kintone.
Additionally, by utilizing Yoom, you can easily create automated flows without programming knowledge!
Please try integrating Trello and Notion using this article as a reference.
You can register for Yoom for free here. →Get Started
