"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!
For those who want to try it as soon as possible
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.
When a card is created in Trello, create a page in Confluence.
■Overview The "Create a page in Confluence when a card is created in Trello" flow links project management and document management tools, automatically organizing tasks and related information as a business workflow. When a new card is added in Trello, a corresponding Confluence page is automatically generated, greatly reducing the effort of information sharing within the team and document creation. This enables efficient project operations and centralized information management.
■Who we recommend this template for ・Team leaders who manage projects and tasks in Trello, want to visualize project progress, and also automatically manage related documents ・Documentation managers who want to streamline document creation in Confluence by reducing manual page creation and organizing information efficiently ・Project managers who spend time manually copying information and want to automate the linkage between tasks and documents to shorten working time ・IT personnel who want to automate integration between tools, smooth data integration across multiple SaaS apps, and improve operational efficiency ・Those who want to make information sharing within the team smoother and strengthen overall team communication through centralized information management
■Notes ・Please connect Yoom with both Trello and Confluence.
What You Can Do by Integrating Trello and Confluence
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.
Create a Page in Confluence When a Card is Created in Trello
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.
When a card is created in Trello, create a page in Confluence.
■Overview The "Create a page in Confluence when a card is created in Trello" flow links project management and document management tools, automatically organizing tasks and related information as a business workflow. When a new card is added in Trello, a corresponding Confluence page is automatically generated, greatly reducing the effort of information sharing within the team and document creation. This enables efficient project operations and centralized information management.
■Who we recommend this template for ・Team leaders who manage projects and tasks in Trello, want to visualize project progress, and also automatically manage related documents ・Documentation managers who want to streamline document creation in Confluence by reducing manual page creation and organizing information efficiently ・Project managers who spend time manually copying information and want to automate the linkage between tasks and documents to shorten working time ・IT personnel who want to automate integration between tools, smooth data integration across multiple SaaS apps, and improve operational efficiency ・Those who want to make information sharing within the team smoother and strengthen overall team communication through centralized information management
■Notes ・Please connect Yoom with both Trello and Confluence.
Create a Confluence page when a Trello card is moved to a specific list
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.
When a Trello card is moved to a specific list, create a page in Confluence.
■Overview The "Create a Confluence page when a Trello card is moved to a specific list" flow is a business workflow that automates the linkage between project management and document creation. Manually creating a page in Confluence every time a card’s status changes in Trello is time-consuming. Use this workflow to achieve automation and share information efficiently across multiple teams. This can improve operational efficiency and reduce errors.
■Recommended for ・Those who manage projects in Trello and want to automate documentation when statuses are updated ・Those who use Confluence to share information within the team but spend time on manual steps ・Team leaders and managers aiming to streamline workflows and standardize tasks ・IT administrators who want to strengthen integration between Trello and Confluence to increase project transparency
■Notes ・Please integrate Yoom with both Trello and Confluence. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations configured in the flow bot will result in an error, so please note. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
Create a Confluence page with expired Trello card information
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.
Create a page in Confluence with expired Trello card information
■Overview The "Create a Page in Confluence with Expired Trello Card Information" flow leverages integration between Trello and Confluence to automatically generate a Confluence page from overdue card information. This workflow enhances project management efficiency and centralizes information, contributing to team productivity. By using Yoom, you can reduce manual data migration tasks, supporting smooth information management.
■Recommended for - Team leaders using Trello for project management facing challenges with deadline management - Project managers seeking to streamline document creation in Confluence - IT personnel wishing to automate the integration between Trello and Confluence to improve workflows - Business owners spending too much time on manual data migration tasks - Company executives looking to promote business automation with Yoom
■Notes - Connect Yoom with both Trello and Confluence. - Branching is available on the Mini plan and above, while the function that allows operations such as "repeat the same processing" is only available on the Team and Success plans. Please note that if you are on the Free or Mini plan, configured FlowBot operations and data connects will result in errors. - Paid plans such as the Team plan and Success plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
Let's Create a Trello and Confluence Integration Flow
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.
Register your My Apps in Trello and Confluence
Copy the template
Set up triggers in Trello and configure actions in both Trello and Confluence
Turn on the trigger to complete the flow setup
When a card is created in Trello, create a page in Confluence.
■Overview The "Create a page in Confluence when a card is created in Trello" flow links project management and document management tools, automatically organizing tasks and related information as a business workflow. When a new card is added in Trello, a corresponding Confluence page is automatically generated, greatly reducing the effort of information sharing within the team and document creation. This enables efficient project operations and centralized information management.
■Who we recommend this template for ・Team leaders who manage projects and tasks in Trello, want to visualize project progress, and also automatically manage related documents ・Documentation managers who want to streamline document creation in Confluence by reducing manual page creation and organizing information efficiently ・Project managers who spend time manually copying information and want to automate the linkage between tasks and documents to shorten working time ・IT personnel who want to automate integration between tools, smooth data integration across multiple SaaS apps, and improve operational efficiency ・Those who want to make information sharing within the team smoother and strengthen overall team communication through centralized information management
■Notes ・Please connect Yoom with both Trello and Confluence.
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.
Confluence My App Registration Procedure
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.
Step 2: Copy the Template
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".
When a card is created in Trello, create a page in Confluence.
■Overview The "Create a page in Confluence when a card is created in Trello" flow links project management and document management tools, automatically organizing tasks and related information as a business workflow. When a new card is added in Trello, a corresponding Confluence page is automatically generated, greatly reducing the effort of information sharing within the team and document creation. This enables efficient project operations and centralized information management.
■Who we recommend this template for ・Team leaders who manage projects and tasks in Trello, want to visualize project progress, and also automatically manage related documents ・Documentation managers who want to streamline document creation in Confluence by reducing manual page creation and organizing information efficiently ・Project managers who spend time manually copying information and want to automate the linkage between tasks and documents to shorten working time ・IT personnel who want to automate integration between tools, smooth data integration across multiple SaaS apps, and improve operational efficiency ・Those who want to make information sharing within the team smoother and strengthen overall team communication through centralized information management
■Notes ・Please connect Yoom with both Trello and Confluence.
Now you have a copy of the template. The copied template is saved in My Projects.
Step 3: Set up Trello Trigger
Next, proceed to the Flowbot settings. Click on "When a card is newly created" in the template you just copied.
Select Linked Account and Action
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.
API Connection Settings for App Trigger
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.
API Connection Settings for App Trigger
Add a new card to the Trello board and run the test again.
Once you have obtained the Trello card information, please save it.
Step 4: Set up Trello Action
Next, click "Get card information".
Select Linked Account and Action
You can change the title. Check the account information linked with Trello. Ensure that the action "Get card information" is selected, and click Next.
API Connection Settings
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.
Step 5: Set up Confluence Action
This is the final step. Click "Create Page".
Select Linked Account and Action
You can change the title. Check the account information linked with Confluence. Ensure that the action "Create Page" is selected, and click Next.
API Connection Settings
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.
If you want to link Confluence data to Trello
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.
Create a Trello card when a page is created in Confluence Target
This flow is recommended for those who want to save the trouble of manually creating cards in Trello. You can reduce duplicate input tasks.
When a page is created in Confluence, create a card in Trello.
■Overview The "When a page is created in Confluence, create a card in Trello" flow is a business workflow that automatically adds a corresponding card in Trello when a new page is created in Confluence. This seamlessly links document updates with task management and improves team efficiency.
■Recommended for ・Team leaders who use Confluence and Trello on a daily basis ・Project managers who want to automate the linkage between document creation and task management ・Operations staff who do not want to spend time on manual data entry ・Corporate IT personnel who want to centralize information sharing and task management within the team
■Notes ・Please connect Yoom with both Confluence and Trello.
This is a flow to read business card images attached in Google Forms using OCR and add cards to Trello.
■Notes ・Please connect Yoom with both Google Forms and Trello. ・You can choose the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful. ・OCR data may not be readable if it exceeds 6,500 characters or if the characters are small. ・AI operations are only available on Team Plan and Success Plan. Operations on flow bots set on Free Plan and Mini Plan will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can have a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations). ・For instructions on how to obtain response content when using Google Forms as a trigger, please refer to the following. https://intercom.help/yoom/en/articles/6807133
■Overview This is a flow to automatically translate an inquiry received in Gmail with DeepL and add a card to Trello. With Yoom, you can easily achieve this flow without programming by linking applications together.
■Recommended for ・Customer support personnel who frequently receive inquiry emails from overseas ・Customer support team leaders who want to strengthen support systems due to an increasing trend of inquiries in foreign languages ・Those who want to build an efficient multilingual support system with the overseas expansion of their business ・Project managers working in global teams where multilingual communication is necessary ・Those who want to facilitate communication with an increasing number of foreign employees
■Notes ・Please link Gmail, DeepL, and Trello with Yoom. ・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
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.
Invite employees to Confluence once they are registered in Google Workspace.
■Overview The "Create a folder in Microsoft SharePoint when a page is created in Confluence" workflow is a business workflow that facilitates smooth information sharing and file management for teams. Each time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making information centralized and organized easy. This enables team members to quickly access necessary materials and information, enhancing work efficiency. ■Who we recommend this template for Team leaders who utilize both Confluence and Microsoft SharePoint IT personnel who want to automate information sharing and file management processes Project managers aiming for efficient document management across multiple projects Business executives who feel wasting time with manual folder creation
■Notes ・Please link both Confluence and Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business), and authentication may fail if you do not subscribe to the general business plan.
■Overview The flow 'When a Microsoft Teams message is posted, create a page in Confluence' efficiently integrates communication and document management workflows. Automatically record important conversations and information from Microsoft Teams into Confluence for centralized information management. This ensures smooth information sharing across the team and enhances transparency in operations.
■Recommended for - Team leaders who regularly use Microsoft Teams and Confluence - Project managers who find information sharing and document management cumbersome - IT personnel who want to systematically save communication history - Small to medium business managers considering workflow automation - Team members seeking to streamline information sharing within the team
■Notes - Please link both Microsoft Teams and Confluence to Yoom. - The trigger interval can be set to 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Microsoft365 (formerly Office365) has household and general enterprise plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general enterprise plan.
■Overview The "Create a page on Confluence when an Issue is created on GitHub" workflow is a business workflow designed to streamline information sharing in the development process.
■Recommended for - Leaders of development teams using both GitHub and Confluence - Project managers finding it cumbersome to manage issues and document creation - Software engineers seeking to improve efficiency in information sharing - Team members spending time on manual data entry - Business owners aiming to increase project transparency
■Notes - Please link both GitHub and Confluence with Yoom. - You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest trigger interval varies by plan.
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.
After being in charge of sales and CA at a human resources company for about 5 years, I have been involved in jobs such as creating job advertisements and scouting sentences at companies that hire engineers.
I'm fascinated by Yoom's revolutionary service of “automating office work.”
I would like to write so that I can send out information that can be useful to everyone, even a little bit.
.avif)
