"Updating Trello cards and manually handling GitHub issues takes too much time..." "I want to integrate Trello and GitHub to seamlessly connect task management and development management!" This is a must-read for leaders of development teams facing these challenges!
By integrating Trello and GitHub, you can address these issues and improve project management efficiency. For example, you can automatically close GitHub issues based on Trello card status updates, or automatically add cards registered in Trello to GitHub.
In this article, we will clearly explain what you can do by integrating Trello and GitHub, as well as how to create a specific integration flow. Please refer to this article and try integrating Trello and GitHub!
For those who want to try it as soon as possible
By using Yoom, you can easily integrate Trello and GitHub without any code. Yoom provides templates for integrating Trello and GitHub, so you can achieve integration immediately just by registering, even without API knowledge.
Close GitHub issues in response to Trello card status updates
■ Overview The "Close GitHub issues in response to Trello card status updates" flow is a business workflow that leverages the integration between Trello and GitHub to automate task and development management. It supports efficient work management by automatically closing related GitHub issues according to the progress of Trello projects.
■ Recommended for ・Team leaders who manage projects using both Trello and GitHub ・Developers who want to automate GitHub issue management based on task status changes ・Those who want to improve project management efficiency by automating business workflows ・Those who spend time manually closing issues
■ Notes ・Please connect Yoom with both Trello and GitHub.
By integrating Trello and GitHub APIs, you can automatically sync Trello data with GitHub! For example, you can automatically perform data synchronization like the one below without any manual intervention.
You can experience the integration of Trello and GitHub immediately by clicking "Try it out" on the automation example you're interested in and registering an account. Registration takes just 30 seconds, so feel free to give it a try!
Close GitHub Issues Based on Trello Card Status Updates
This flow is recommended for those who use Trello and GitHub for project management and want to automate GitHub issue management based on task status changes.
Close GitHub issues in response to Trello card status updates
■ Overview The "Close GitHub issues in response to Trello card status updates" flow is a business workflow that leverages the integration between Trello and GitHub to automate task and development management. It supports efficient work management by automatically closing related GitHub issues according to the progress of Trello projects.
■ Recommended for ・Team leaders who manage projects using both Trello and GitHub ・Developers who want to automate GitHub issue management based on task status changes ・Those who want to improve project management efficiency by automating business workflows ・Those who spend time manually closing issues
■ Notes ・Please connect Yoom with both Trello and GitHub.
Now, let's create a flow that integrates Trello and GitHub! We will proceed with the integration of Trello and GitHub using Yoom without any coding, so if you do not have a Yoom account yet, please issue one from this link.
[What is Yoom]
This time, we will create a flow bot that closes a GitHub issue in response to a Trello card status update! We will create it in the following major steps.
Integrate Trello and GitHub with My Apps
Copy the template
Set up Trello triggers and GitHub operations
Turn on the trigger and verify the operation of the integration flow
Close GitHub issues in response to Trello card status updates
■ Overview The "Close GitHub issues in response to Trello card status updates" flow is a business workflow that leverages the integration between Trello and GitHub to automate task and development management. It supports efficient work management by automatically closing related GitHub issues according to the progress of Trello projects.
■ Recommended for ・Team leaders who manage projects using both Trello and GitHub ・Developers who want to automate GitHub issue management based on task status changes ・Those who want to improve project management efficiency by automating business workflows ・Those who spend time manually closing issues
■ Notes ・Please connect Yoom with both Trello and GitHub.
Let's register My App to connect Trello and GitHub to Yoom. By completing the My App registration first, you can smoothly proceed with the automation settings.
Before connecting, make sure to create a card in Trello! ※ This time, it was created as shown in the image below.
1. Click on My App on the left side of the Yoom page and select "Add". Enter "Trello" in the search box at the top right and select the Trello icon from the search results.
2. On the displayed screen, enter the required fields and click "Add". ※ For Trello's My App registration method, please refer to here.
3. Next, register GitHub with My App. Search for GitHub following the same procedure as before. On the displayed screen, enter your email address and password, and click "Sign In".
If Trello and GitHub are displayed in My App, the registration is complete.
Step 2: Copy the Template
From here, let's create the flow! Since we will use a template, open the following template page and click 'Try this template'.
Close GitHub issues in response to Trello card status updates
■ Overview The "Close GitHub issues in response to Trello card status updates" flow is a business workflow that leverages the integration between Trello and GitHub to automate task and development management. It supports efficient work management by automatically closing related GitHub issues according to the progress of Trello projects.
■ Recommended for ・Team leaders who manage projects using both Trello and GitHub ・Developers who want to automate GitHub issue management based on task status changes ・Those who want to improve project management efficiency by automating business workflows ・Those who spend time manually closing issues
■ Notes ・Please connect Yoom with both Trello and GitHub.
The template will be automatically copied to your workspace. Please click "OK" on the next screen.
Step 3: Setting up Trello Trigger
*The following screen will appear when you click "[Copy]Close GitHub Issue based on Trello card status update" in the Flowbot under "My Projects" on the left side of the Yoom page.
1. Click "OK" on the previous screen, then click the app trigger "When card information is updated (Webhook)" on the displayed screen.
2. Check each item on the displayed screen. Keep the trigger action as it is and click "Next".
3. Enter the "Username" according to the instructions below the input fields.
Select the "Board ID" from the suggestions displayed when you click the input field. After entering, click "Next".
5. Return to the Trello screen on the displayed screen. Update the information of the created card to trigger the webhook.
After updating the card information, return to the Yoom screen, execute "Test", and click "Save" if successful. *The Retrieved value can also be used in the next settings.
Step 4: Setting up Branching
1. Click the branch "Command Operation". *The "Branch" operation is available for Mini plans and above. Please note that using it on a free plan will result in an error. Paid plans like the Mini plan offer a 2-week free trial. During the free trial, you can freely try out apps and features that are usually restricted, so please take advantage of it.
Set "When card information is updated (Webhook)" as the operation and the item you want to detect as the retrieved value. Set the "Branch Condition" to determine the conditions for processing the branch.
This time, we are setting it to branch based on the presence of the word "completed", as shown in the image below. You can set the word freely, so set it as you like.
After setting, click "Save".
Step 5: Setting up GitHub
1. Click "Update Issue" to link with the app.
Check each item and click "Next".
2. Set up the API connection. Enter the "Repository Owner" according to the instructions below the input field.
Enter the "Repository Name" from the URL of the Issues tab on GitHub.
*Enter the part in the red frame in the image below as the repository name.
Enter the "Issue Number" of the issue you want to close.
*If you manage your issue numbers in Trello, you can also set that here as a retrieved value.
The "Title" and "Content" can be selected from the suggestions displayed when you click the input field. You can set them as you like, but make sure to leave them blank if you do not want to change them.
Set the "State" to "closed"without fail.
After entering, execute "Test" and click "Save" if successful.
Step 6: Turn on the Trigger Button and Check the Operation of the Integration Flow
Click the "Turn on Trigger" button in the red frame on the screen below to automatically start the Flowbot.
*Once the setup is complete, the issue will be closed as shown in the image below.
If You Want to Link GitHub Data to Trello
This time, we introduced a method to link data from Trello to GitHub, but if you want to link data from GitHub to Trello, please also use the following template.
Add to Trello When an Issue is Created on GitHub
This flow is recommended for those who manage tasks using GitHub issues and create cards in Trello for task management.
Create a Card in Trello When a Pull Request is Created on GitHub
This flow is recommended for those who use GitHub and Trello for project management and want to streamline pull request management and visualize tasks.
When a Pull Request is created on GitHub, create a card in Trello.
■Overview The 'Create a card in Trello when a Pull Request is created on GitHub' flow is a business workflow linking software development and project management. When a developer creates a pull request on GitHub, a corresponding card is automatically generated in Trello. This makes it easier to manage task progress and eliminates the need for manual card additions. By utilizing the integration between Trello and GitHub, enhance team-wide work efficiency and communication.
■Who should use this template - Members of development teams that use both GitHub and Trello for project management - Project managers who want to streamline pull request management and visualize tasks - Team leaders aiming for task automation instead of spending time on manual Trello card creation - IT personnel looking to strengthen GitHub and Trello integration for seamless development process and project management integration
■Important Notes - Please link both GitHub and Trello with Yoom.
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.
■Overview The "When a pull request is created on GitHub, also add it to Notion" workflow is a business workflow aimed at streamlining the work of development teams. When a new pull request occurs on GitHub, that information is automatically recorded on a specified Notion page.
■Who We Recommend This Template For ・Leaders of development teams who regularly use GitHub and Notion ・Engineers who want to streamline project progress management ・Team members who spend time managing pull requests manually ・Those who want to automate information sharing and improve the overall productivity of the team ・Project managers who want to strengthen collaborations between different tools and optimize workflows
■Notes ・Please integrate both GitHub and Notion with Yoom.
■Overview Every time a new Issue is created on GitHub, understanding its content and determining its priority is a time-consuming task. Especially when many issues occur simultaneously, you may overlook important information or fall behind in response. By using this workflow, the creation of a new Issue triggers ChatGPT to automatically analyze its content and add a comment, which speeds up understanding of the Issue and leads to a more efficient development process.
■Recommended for ・Project managers who spend a lot of time managing Issues on GitHub ・Those who want to leverage ChatGPT to streamline the initial handling of the development process ・Development teams that want to prevent missed manual checks of Issues and delays in response
■Notes ・Please connect Yoom with both GitHub and ChatGPT. ・You can select the trigger interval at 5, 10, 15, 30, or 60 minutes. ・The minimum interval varies by plan, so please be aware. ・To execute ChatGPT (OpenAI) actions, you need a paid OpenAI API plan (your account must be able to make payments when the API is used). https://openai.com/ja-JP/api/pricing/ ・Use of the ChatGPT API is provided by OpenAI as a paid service and is billed based on tokens used for API calls. Therefore, please note that an error will occur if payment cannot be made when using the API.
By integrating Trello and GitHub, you can expect to improve the efficiency of your daily task management. In particular, you can trigger the closure of GitHub Issues by updating Trello cards or add new cards to GitHub. This will help prevent missing updates on GitHub and allow you to proceed with tasks accurately. Additionally, since you can automatically reflect GitHub Issue creations in Trello, task management becomes smoother. If you are considering implementing this or want to try it out, please create a free account here.
Registration takes only 30 seconds, so you can quickly sign up during your work! Setting up automation doesn't take much time either, so take this opportunity to implement it!
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With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a dental hygienist to the IT industry, I previously worked at a web company where I was involved in tasks such as web page replacements as a director's assistant. Leveraging this experience, I am now fully dedicated to conveying the appeal of Yoom to everyone. With an approach that combines technology and user perspective, I am genuinely committed to helping enhance your operational efficiency through Yoom.
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