How to Automatically Notify Microsoft Teams When a New Card is Created in Trello

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Trello is an extremely useful tool for task management among team members, allowing everyone to understand who is working on what. It can be used for free with unlimited users, which is why many companies have adopted it. While Trello is a great tool for task management, there are instances where new cards are created without notice, leading to task duplication or oversight among members, and it can be challenging to prioritize tasks as a team since cards are created individually by employees.

In this article, we will introduce a method to automatically notify Microsoft Teams by quoting information when a new card is created in Trello, by integrating Trello with Microsoft Teams. This is a must-read for those who want to quickly share Trello updates with team members or for team leaders who want to manage team progress effectively.

Recommended for

Those using Trello and Microsoft Teams
Those considering integrating Trello and Microsoft Teams for operational efficiency
Those managing inquiries by integrating Trello and Microsoft Teams
Those utilizing Trello and Microsoft Teams for customer management

For those who want to try it immediately

In this article, we will introduce a method of integration using the no-code tool "Yoom". No complex settings or operations are required, making it easy for non-engineers to implement. You can start immediately using the template below, so please give it a try!

[What is Yoom]

Let's Create a Flow Bot to "Notify Microsoft Teams When a New Card is Created in Trello"!

From here, we will explain how to create a flow bot using Yoom to "notify Microsoft Teams when a new card is created in Trello".
It's very easy to create using Yoom's templates! Let's create it by following the steps below!

〈Notes〉
・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. Therefore, please check your plan before starting.

Step 1:‍Integrate My Apps

First, let's integrate Trello and Microsoft Teams with Yoom.
Click "My Apps" in the project list and then click "+ New Connection".

① Integration of Trello and Yoom

Select Trello from the new connection list in My Apps.
Please refer to Trello's My App Integration Method and enter your account name, access token, and API key.

② Integration of Microsoft Teams and Yoom
Next, select Microsoft Teams from the new connection list in My Apps.
This will be integrated automatically, so after selecting, please check if Microsoft Teams is in the My Apps list.

This completes the integration of Trello and Microsoft Teams with My Apps!

Step 2: Copy the Template

To use Yoom's template, please first issue an account from here. You can start for free!
If you are using Yoom for the first time, please check out this guide.

Once you have registered your account, let's create the flow bot together by clicking "Try it out" below!

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Is the copy complete?

Step 3: Set Up App Trigger

‍Click "My Projects" in the project list and then click the flowbot "Notify Microsoft Teams when a new card is created in Trello".

Click "Edit" at the top right to edit the template yourself.
Now, let's set up the app trigger!

First, click "When a card is newly created" at the top.
This page does not need to be changed, so proceed to the next page as is.
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Next, set up the API connection for the app trigger.
API Key: Enter the API key obtained from https://trello.com/1/appKey/generate.
API Token: Manually generate and enter the token from https://trello.com/1/appKey/generate.
Username: Set the 12-character alphanumeric starting with 'user' displayed in your Trello profile.
Board ID: Select from the displayed options.
Once all the above settings are complete, perform a test.
If the test is successful, save and complete the app trigger setup!

Step 4: Notify Microsoft Teams

Next, click "Notify Microsoft Teams".
As before, this page does not need to be changed, so proceed to the next page as is.

Next, set up the API connection.

Team ID: Select any option from the candidates.
Channel ID: Select any option from the candidates.
Message: Set as desired.
※ Note: By setting as shown in the image above, you can automatically send a message to Microsoft Teams when a new card is added to Trello, including the "name of the list where the card was added" and the "name of the added card".
※ Note: If you quote information from "When a card is newly created" in the output, it will be written in the format {{〇〇〇}} as shown in the image above. The information in the brackets is automatically quoted and sent in the message. Example: {{Name of the list where the card was added}}→New Company {{Name of the added card}}→Yoom Corporation

Once all the above settings are complete, perform a test.
If the test is successful, save and the setup is complete!

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This completes the flowbot "Notify Microsoft Teams when a new card is created in Trello"!
Please create a new card in Trello and use it.

Other Automation Examples Using Trello and Microsoft Teams

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Trello and Microsoft Teams.
Both can be used with simple settings, so if you find something interesting, please give it a try!

Other Automation Examples with Trello and Microsoft Teams

You can archive a Trello card when a message with specific conditions is posted in Microsoft Teams, or send a notification when card information is updated.
Furthermore, it is also possible to register a card in Trello when a message is posted in Microsoft Teams.

Example of Automation Using Trello

Register a Task in Trello When a Deal is Won

Since routine tasks can be automated according to the progress of the deal, there is no need to request or give instructions for tasks each time.

Add information when a card is created in Trello

This may achieve improved efficiency and data consistency, optimizing resources and enabling swift responses.

Notify when a new card is created in Trello

With notifications, you can immediately be aware when a new card is created, allowing for prompt action to ensure smooth progress of the entire project.

Automation Example Using Microsoft Teams

Notify Microsoft Teams When a Specific Action is Initiated

When a specific action is initiated, a notification is sent to Microsoft Teams, enabling timely responses.

Share files to a Microsoft Teams channel when an email is received

You can smoothly share files received via email, allowing you to quickly check information from the message content.

Benefits of Integrating Trello with Microsoft Teams

Benefit 1: Streamline Project Management

For companies with remote work or multiple locations, quickly accessing the latest information is crucial.
By integrating Trello with Microsoft Teams, you can set up automatic notifications in Microsoft Teams whenever a new card is created in Trello.
This allows all relevant members to stay updated with the latest task information, enabling real-time sharing of project progress.
It helps eliminate task duplication and omissions among members, aiming for more efficient project management!

Benefit 2: Enable Task Prioritization

Prioritizing tasks is essential for efficiently advancing team operations.
However, delays or omissions in task verification can prevent proper prioritization.
By integrating Trello with Microsoft Teams, team members can immediately check new tasks and understand their importance and urgency, facilitating efficient task prioritization.
Especially for team leaders, instantly grasping task importance may allow for appropriate resource allocation as needed.

Summary

How was the method of automatically notifying Microsoft Teams of new card information created in Trello?
By integrating Trello with Microsoft Teams, team members can immediately be aware when a new card is created in Trello.
This enables prompt responses, which is expected to facilitate smooth progress of the entire project!
Additionally, since the content of Microsoft Teams messages can be accessed regardless of time or location, team members should always be able to stay updated with the latest task information, no matter where they are.
Please try using the flow bot created this time to benefit your work.