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"Task management with Trello, information sharing with Confluence..."
"But I'm always the one manually bridging the gap between them. Why do I have to transfer the same information every single time?"
For those who feel this frustration, we highly recommend trying the Trello and Confluence app integration. For example, you can automatically create a page in Confluence when a card is created in Trello, or document it when a card is moved to a specific list. Additionally, you can compile expired card information in Confluence.
In this article, we will introduce what you can do by integrating Trello and Confluence, along with detailed setup instructions. If you feel there are challenges in your work efficiency, be sure to try the automation we will introduce!
By using Yoom, you can easily integrate Trello and Confluence without any code. Yoom provides templates for integrating Trello and Confluence, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
The flow "Create a page in Confluence when a card is created in Trello" integrates project management tools and document management tools to automatically organize tasks and related information.
When a new card is added in Trello, a corresponding Confluence page is automatically generated, significantly reducing the effort of information sharing and document creation within the team.
This enables efficient project management and centralized information management.
■Recommended for
■Benefits of using this template
If you are managing information from cards created in Trello in Confluence as well, manual synchronization can be time-consuming.
By utilizing this flow, you can manage tasks and documents in one place through the integration of Trello and Confluence.
Additionally, manual information transfer becomes unnecessary, significantly reducing working hours and preventing human errors, thereby maintaining information accuracy.
Through automation, related documents are immediately created when new tasks are added, smoothing information sharing within the team and leading to improved business efficiency.
By integrating the APIs of Trello and Confluence, you can automatically link Trello data to Confluence!
For example, you can automatically perform data integration like the one below without manual intervention.
This flow is recommended for those who use Trello and Confluence for task management.
It reduces the manual work of adding task information, allowing you to use your time for other tasks.
■Overview
The flow "Create a page in Confluence when a card is created in Trello" integrates project management tools and document management tools to automatically organize tasks and related information.
When a new card is added in Trello, a corresponding Confluence page is automatically generated, significantly reducing the effort of information sharing and document creation within the team.
This enables efficient project management and centralized information management.
■Recommended for
■Benefits of using this template
If you are managing information from cards created in Trello in Confluence as well, manual synchronization can be time-consuming.
By utilizing this flow, you can manage tasks and documents in one place through the integration of Trello and Confluence.
Additionally, manual information transfer becomes unnecessary, significantly reducing working hours and preventing human errors, thereby maintaining information accuracy.
Through automation, related documents are immediately created when new tasks are added, smoothing information sharing within the team and leading to improved business efficiency.
By automatically creating a Confluence page, it seems possible to prevent input errors and omissions.
If you want to reduce errors, please give it a try.
■Overview
The flow "Create a page in Confluence when a Trello card is moved to a specific list" is a business workflow that automates the integration of project management and document creation.
Manually creating a page in Confluence every time the status of a card changes in Trello is time-consuming.
To efficiently share information across multiple teams, let's utilize this workflow to achieve automation. This is expected to improve work efficiency and prevent errors.
■Recommended for
■Benefits of using this template
With this automation, simply moving a card in Trello automatically creates a page in Confluence, significantly reducing the time spent on manual tasks.
Automation prevents human errors that are likely to occur during manual input, maintaining accurate information.
Additionally, the integration of Trello and Confluence allows for seamless integration of project management and documentation, enabling centralized information management.
This can reduce the manual work of data migration and is expected to facilitate smooth information management.
By automating, it is possible to maintain data accuracy.
■Overview
The flow "Create a Confluence page with expired Trello card information" leverages the integration between Trello and Confluence to automatically generate a Confluence page from information on cards that have passed their due dates.
It contributes to improving team productivity by streamlining project management and centralizing information.
By using Yoom, it reduces the need for manual data migration tasks and supports smooth information management.
■Recommended for
■Benefits of using this template
When managing projects with Trello, recognizing overdue tasks is important, but manual work can lead to oversights.
By utilizing this flow, you can reduce the effort of manual tasks by automatically transferring data from expired cards to Confluence, thereby improving the efficiency of information management.
Additionally, the centralization of information facilitates smooth information sharing within the team and offers the benefits of preventing human error and maintaining data accuracy.
Let's get started by creating a flow that integrates Trello and Confluence!
We will use the no-code tool Yoom to proceed with the integration of Trello and Confluence.
If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that "creates a page in Confluence when a card is created in Trello"!
The creation process is broadly divided into the following steps.
■Overview
The flow "Create a page in Confluence when a card is created in Trello" integrates project management tools and document management tools to automatically organize tasks and related information.
When a new card is added in Trello, a corresponding Confluence page is automatically generated, significantly reducing the effort of information sharing and document creation within the team.
This enables efficient project management and centralized information management.
■Recommended for
■Benefits of using this template
If you are managing information from cards created in Trello in Confluence as well, manual synchronization can be time-consuming.
By utilizing this flow, you can manage tasks and documents in one place through the integration of Trello and Confluence.
Additionally, manual information transfer becomes unnecessary, significantly reducing working hours and preventing human errors, thereby maintaining information accuracy.
Through automation, related documents are immediately created when new tasks are added, smoothing information sharing within the team and leading to improved business efficiency.
First, let's link Yoom with your app.
Connect Trello with Yoom.
Once logged into Yoom, click on My Apps and select + Add.
In the app list, use the search bar and click on Trello.
Set the account name, access token, and API key, then click Add.
Enter any name for the account name.
After logging into Trello, click here for the access token and API key.
Select the API key on the left and copy it.
Click "Token" to obtain the access token.
Now you have registered Trello's My App.
For detailed instructions on registering Trello's My App, check here.
Make sure you are logged into Confluence.
Then, as before, click My Apps → + Add.
Use the search bar in the app list to select Confluence.
Proceed to the next screen and click "Accept".
Now you have registered Confluence's My App.
Next, copy the template from Yoom's site.
In Yoom, you can set up a flowbot from scratch, but we will explain how to create it using a template for easier setup.
Click the "try it".
■Overview
The flow "Create a page in Confluence when a card is created in Trello" integrates project management tools and document management tools to automatically organize tasks and related information.
When a new card is added in Trello, a corresponding Confluence page is automatically generated, significantly reducing the effort of information sharing and document creation within the team.
This enables efficient project management and centralized information management.
■Recommended for
■Benefits of using this template
If you are managing information from cards created in Trello in Confluence as well, manual synchronization can be time-consuming.
By utilizing this flow, you can manage tasks and documents in one place through the integration of Trello and Confluence.
Additionally, manual information transfer becomes unnecessary, significantly reducing working hours and preventing human errors, thereby maintaining information accuracy.
Through automation, related documents are immediately created when new tasks are added, smoothing information sharing within the team and leading to improved business efficiency.
Click "OK".
Now you have a copy of the template.
The copied template is saved in My Projects.
Next, proceed to the Flowbot settings.
Click on "When a card is newly created" in the template you just copied.
The title is entered, but you can change it.
Check the account information linked with Trello.
Ensure that the trigger action "When a card is newly created" is selected, and click Next.
Set the username and Board ID.
Select the board you want to link from the candidates for the board ID.
Once set, click Test, and if it shows success, click Next.
Add a new card to the Trello board and run the test again.
Once you have obtained the Trello card information, please save it.
Next, click "Get card information".
You can change the title.
Check the account information linked with Trello.
Ensure that the action "Get card information" is selected, and click Next.
Set the board ID and Card ID.
For the card ID, select the newly registered card information from the trigger.
After setting, execute the test.
If the test is successful and you can obtain Trello information, save it.
This is the final step.
Click "Create Page".
You can change the title.
Check the account information linked with Confluence.
Ensure that the action "Create Page" is selected, and click Next.
Select the cloud ID from the candidates.
Similarly, select the space ID from the candidates.
For the page title, select the "Name of added card" obtained in the trigger setting "When a Trello card is newly created".
Select the content format.
For the page content, select "Card ID" or "URL" from the output of "Get Card Information".
If you do not use the output, the same content will be registered repeatedly, so be sure to use the output.
Refer to here for more about the output.
After setting, execute the test, and if you can create a page in Confluence, save it.
After saving, turn on the trigger and check the operation.
This completes the Flowbot setup.
This time, we introduced how to link data from Trello to Confluence, but if you want to link data from Confluence to Trello, please also use the following template.
This flow is recommended for those who want to save the trouble of manually creating cards in Trello.
You can reduce duplicate input tasks.
■Overview
The flow "Create a card in Trello when a page is created in Confluence" is a business workflow that automatically adds a corresponding card to Trello when a new page is created in Confluence.
This allows for seamless integration of document updates and task management, improving team efficiency.
■Recommended for
■Benefits of using this template
By utilizing this flow, a card is automatically added to Trello every time a page is created in Confluence, eliminating the need for manual input and saving time through automation.
Additionally, by linking documents and tasks, it prevents discrepancies and omissions in information, ensuring consistency.
The update status of Confluence can be seen at a glance on Trello, making it easier to manage the progress of the entire team and leading to increased operational efficiency.
By leveraging the APIs of Trello and Confluence, various automations can be achieved.
When a card is created in Trello, you can automatically send notifications to Gmail or Microsoft Teams, or add card information to Google Sheets.
■Overview
This is a flow where card details added to Google Sheets are registered when Trello is launched.
By integrating Trello and Google Sheets, you can avoid the hassle of operating individual apps and repeatedly entering data, allowing you to proceed with your work smoothly. Records can be easily added to Google Sheets automatically, preventing any omissions or errors in information management.
■Notes
・Please integrate both Trello and Google Sheets with Yoom.
■Overview
This is a flow that reads business card images attached to Google Forms using OCR and adds them as cards to Trello.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Business users who collect business card information using Google Forms
・Those who want to efficiently manage business card images sent to Google Forms
・Those who find manual data entry cumbersome and want to save time
2. Those who use Trello for task management
・Those who want to easily add business card information as tasks and ensure follow-up
■Benefits of using this template
By introducing a flow that reads business card images in Google Forms using OCR and adds them as cards to Trello, you can eliminate the need for manual data entry and improve operational efficiency.
Utilizing this flow prevents human input errors and enables accurate information management.
Additionally, automatic information reflection allows for quick response, streamlining business processes.
Furthermore, by utilizing Trello cards, information sharing among team members becomes smooth, making task management easier.
■Overview
This is a flow that sends a notification to Gmail when a card is newly created in Trello.
■Recommended for
Those who utilize Trello for business
・Project managers who manage the overall planning and progress of projects
・Development teams of engineers managing software development tasks
・Administrative departments managing internal projects and daily business tasks
■Benefits of using this template
・When a card is newly created in Trello, it is automatically notified to Gmail, allowing timely information sharing.
・The content of the notifications in Gmail can be freely customized.
■Notes
・Please link both Gmail and Trello with Yoom.
■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.
■Overview
This flow automatically translates inquiries received in Gmail using DeepL and adds them as cards in Trello.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
When you want to smoothly handle inquiries from overseas clients, customers, or project team members who speak different languages, streamlining translation work and task management is crucial.
With this flow, inquiries received in Gmail are automatically translated using DeepL and added as cards in Trello.
This eliminates the need for manual translation and task creation, reducing the burden on staff, shortening lead times for responses, and improving the visibility and progress management of inquiries.
When a page is created in Confluence, information can be automatically linked to Google Sheets or Microsoft SharePoint, and Confluence pages can be automatically generated based on actions in Microsoft Teams or GitHub.
■Overview
This is a flow to invite employees to Confluence once they are registered in Google Workspace.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage employees using Google Workspace
・Those who want to eliminate the hassle of manually sending invitations to Confluence when a new employee is registered
2. Those who use Confluence for centralized management of internal information
・Those who want to automate the invitation process for newly registered employees and improve work efficiency
■Benefits of using this template
By integrating Google Workspace and Confluence, there is the benefit of quickly inviting employees to Confluence when they are registered in Google Workspace.
This allows employees to immediately access necessary information and resources, facilitating a smooth start to their work.
Quick information sharing can improve project progress and increase the overall productivity of the team.
Additionally, by eliminating manual invitation tasks, you can save time and effort.
This increases the time available to focus on other important tasks, thereby improving work efficiency.
■Notes
・Please integrate Yoom with both Google Workspace and Confluence.
・Google Workspace is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that adds a page to Google Sheets when it is created in Confluence.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between applications.
■Recommended for
1. Those who use Confluence for business
・Members of project teams or sales teams who create pages for each project, client, or case
・Those who create manuals or guidelines in Confluence
2. Those who use Google Sheets for business
・Those who want to consolidate information from other tools into Google Sheets for management or analysis
・Those aiming to improve the efficiency of information sharing
■Benefits of using this template
By implementing this flow, information from pages created in Confluence will be automatically reflected in Google Sheets.
You can check the creation status of pages such as project, client, or case information, as well as manuals and guidelines, in a list, which helps in checking for duplicates, omissions, and understanding usage status.
Additionally, since manual entry is not required, it reduces human errors such as registration omissions or input mistakes.
■Notes
・Please integrate both Confluence and Google Sheets 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
The flow "Create a folder in Microsoft SharePoint when a page is created in Confluence" is a business workflow that facilitates smooth information sharing and file management for teams. Every time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making centralized management and organization of information easier. This allows team members to quickly access the necessary materials and information, improving work efficiency.
■Recommended for
■Benefits of using this template
■Overview
The flow "Create a page in Confluence when a Microsoft Teams message is posted" is a business workflow that efficiently integrates communication and document management. It automatically records important conversations and information from Microsoft Teams into Confluence, achieving centralized information management.
This facilitates smooth information sharing across the team and enhances transparency in operations.
■Recommended for
■Benefits of using this template
When a Microsoft Teams message is posted, a page is automatically created in Confluence, eliminating the need for manual information transcription.
The content posted in Microsoft Teams is reflected in Confluence, allowing centralized management of important conversations and information.
Automation prevents human errors in transcription tasks, enabling accurate information management.
■Overview
The flow of "Creating a page in Confluence when an issue is created in GitHub" is a business workflow that facilitates smooth information sharing in the development process.
■Recommended for
■Benefits of using this template
Manually creating a page in Confluence for each issue created in GitHub carries the risk of omissions and errors.
By utilizing this flow, whenever a new issue arises in GitHub, its content is automatically created as a page in Confluence.
This allows all team members to instantly view the details of the issue, simplifying project management.
Eliminating the need for manual information transfer saves time and prevents human errors.
Especially for teams using multiple tools, this integration achieves centralized information management and contributes to improved operational efficiency.
How was it? By integrating Trello and Confluence, you can help solve issues such as "reducing duplicate data entry," "preventing update errors," and "seamlessly connecting tasks and documents." Automatically creating pages and sending notifications can prevent oversights in work and facilitate smooth information sharing within the team.
With the no-code tool Yoom, you can easily integrate Trello and Confluence without programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! Experience automatic integration right away.
Why not make your usual tasks easier and smoother by integrating Trello and Confluence?
