How to integrate Trello with ClickUp to add a card in Trello and have it added to ClickUp

Some teams may be managing tasks by using Trello and ClickUp separately. However, manually entering tasks can be time-consuming and burdensome. Why not try integrating Trello and ClickUp so that when a card is registered in Trello, it is automatically added to ClickUp? Furthermore, by utilizing Yoom, you can integrate apps without the need for programming. Even those who have given up on integration due to a lack of specialized knowledge might find this helpful! Please take a look.

Benefits of Integrating Trello and ClickUp

Benefit 1: Improved Work Efficiency

By integrating Trello and ClickUp, you can automatically add the information of cards registered in Trello to ClickUp. This can also prevent input errors and omissions that occur during manual entry. With reduced administrative tasks, you can respond to tasks more quickly and focus on your core work. As a result, you can expect to reduce the burden of data entry and prevent human errors, leading to improved work efficiency.

Benefit 2: Easier Task Management

When managing tasks with different tools, the timing of additions may vary, and information may be scattered. For example, suppose you use Trello to manage the sales tasks of team members and manage important issues that need to be requested from the team manager in ClickUp. The manager will be able to check the latest information just by looking at ClickUp. By integrating Trello and ClickUp, tasks can be visualized, allowing for more focus on work.

[What is Yoom]

How to Create a Trello and ClickUp Integration Flow

Let's proceed with creating the flow bot for "Adding to ClickUp when a card is registered in Trello". You can set it up in two steps: trigger and action, so let's create it together while looking at the screen! Click the banner below to copy the template.

When you click the banner, you will be redirected to the Yoom template site.
Scroll down the screen and click "Try this template".

‍
Return to the Yoom workspace, and when a popup appears indicating that the template copy is complete, click "OK".

‍
The copied template is saved in My Projects.

Step 1: Register My App

Before creating a flowbot, let's perform the task of linking Yoom with the app.

1. Link Trello with Yoom

Click "My Apps" → "New Connection" displayed in the upper left of the Yoom workspace in order.

Search for and select Trello on the new connection screen of My Apps.

Enter the account name, access token, and API key.
For detailed instructions on how to register My Apps with Trello, please refer to here.

This completes the registration of My Apps for Trello.

2. Link ClickUp with Yoom

Similarly, click "My Apps" → "New Connection" displayed in the upper left of the Yoom workspace in order.

Search for and select ClickUp on the new connection screen of My Apps.

Enter your Work Email and Password and log in to ClickUp.

Once logged in, select the workspace and click connect.

This completes the registration of all My Apps!

Step 2: Set Trello App Trigger

Once the registration of My Apps is complete, proceed with setting up the flowbot.
Click on the item "When a card is newly created".

1. Select Linked Account and Action

・Check the linked account information and click "Next".
・The title can be changed optionally.

2. API Connection Settings for App Trigger ①

・Enter the required fields: API key, API token, username, and board ID.
・If you encounter difficulties in entering, refer to the notes listed below.
・Once entered, run the test and click "Next".

3. API Connection Settings for App Trigger ②

・Send a webhook event (card newly created) and click test.
・The test results can be obtained as output.
・If there are no discrepancies in the content, save it.

Step 3: Set ClickUp Action

Next, set up ClickUp.
Click "Create Task" to proceed with the setup.

1. Select Linked Account and Action

・Check that there are no errors in the account information linked with ClickUp, and click "Next".
・The title can be changed.

2. API Connection Settings

・Set the required fields: team, space, folder, list_id, and name.
・For the name, select the "added card name" obtained from Trello earlier.
・Once the input is complete, test it.
・If the information can be added to ClickUp, save it.

When a popup appears indicating that all settings are complete, click "Turn on Trigger".

This completes the flowbot.

Other Automation Examples Using Trello and ClickUp

Yoom has numerous examples of automation using Trello and ClickUp, so here are a few introductions.

Trello Automation Examples
‍1. This is a template that automatically notifies LINE WORKS or Slack when a card is created in Trello.
By automatically notifying task information, it helps prevent omissions and allows you to use chat tools for communication regarding tasks.
As a result, you may be able to respond to tasks immediately, potentially improving work efficiency.

ClickUP Automation Example
‍2. This is a template that automatically registers task information recorded in ClickUp into the Garoon calendar.
By automatically entering task deadlines into the calendar, you can prevent tasks from being overlooked.
As a result, you can visualize tasks without having to check ClickUp each time, reducing the risk of missing important tasks, which is expected to improve work productivity.

Summary

Integrating Trello and ClickUp reduces input effort, prevents human errors, and makes task management easier.
If the burden of administrative work is reduced, it seems possible to allocate more time to more important tasks such as sales activities.
Additionally, by utilizing Yoom, you can integrate apps without the need for programming.
I think it's a tool that's easy to challenge for those who couldn't integrate apps due to lack of knowledge.
Take this opportunity to use Yoom to integrate Trello and ClickUp and automate your task management!

You can create a Yoom account here.

‍