How to integrate Trello with Slack to automatically notify when a card is created in Trello
How to Integrate Applications
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2024/12/24
How to integrate Trello with Slack to automatically notify when a card is created in Trello
y.matsumoto
Efficient information sharing and task management are crucial as they significantly impact team productivity. Task management tool Trello and communication tool Slack are widely used to improve work efficiency. Did you know that by integrating these two, you can achieve smoother business operations? This article introduces how to automatically notify Slack when a card is created in Trello by integrating Trello and Slack. This automation helps prevent overlooking tasks and information leaks. Additionally, it enhances transparency and efficiency across the team, facilitating smooth project progress. We will clearly explain the specific integration methods, benefits, and use cases, so please read to the end.
Recommended for
Project managers who want to visualize task progress within the team
Company administrators or leaders who want to facilitate communication among team members
Administrators or leaders who want to streamline information sharing at the start of a new project
Benefits and Examples of Integrating Trello and Slack
Benefit 1: Visualization of Task Progress
By integrating Trello and Slack, all team members can grasp the progress of tasks in real-time. For example, when a new project starts and a card is created in Trello, the information can be automatically notified to a dedicated Slack channel. This allows the immediate sharing of "which tasks have been newly added" with team members, potentially aligning everyone's understanding and visualizing task progress. This makes it easier to track task progress and is expected to improve the overall transparency of the project.
Benefit 2: Streamlined Communication
By integrating Trello and Slack, you can receive automatic notifications in Slack when a card is created in Trello, which is expected to streamline information sharing. For example, when progress on work is created as a card in Trello, members who see the notification can directly send comments or questions on Slack. This automation allows for quick sharing of necessary information, reducing the hassle of sharing information via email or other tools. Moreover, smoother communication among members may contribute to faster decision-making.
Benefit 3: Smooth Project Initiation
By integrating Trello and Slack, and automatically notifying Slack when a card is created in Trello, projects can potentially start smoothly. For example, when conducting a new project, registering necessary information on a Trello card and sharing it with all team members on Slack allows related members to quickly check project information. This mechanism can prevent misunderstandings or omissions in the initial stages, enabling swift task allocation. Additionally, since all team members can know the information simultaneously, smooth project progress is expected.
From here, we will explain how to use the no-code tool Yoom to "notify Slack when a card is created in Trello."
[What is Yoom]
How to Automatically Notify Slack When a Card is Created in Trello
It is possible to achieve this by receiving notifications of newly created cards in Trello using Trello's API and sending messages to a Slack channel using Slack's API. Generally, programming knowledge is required to achieve this, but it can be easily done without programming knowledge by using the no-code tool Yoom.
〈The process of creating the flow is as follows〉
Integrate Trello and Slack with My Apps
Copy the template
Set the trigger in Trello and the action in Slack
Turn on the trigger
If you are registered with Yoom, please log in, and if you are not registered, please proceed with the settings after registering for free.
Step 1: My App Integration with Trello and Slack
1. How to Register Trello
After clicking "My Apps," search for Trello from "New Connection."
Enter your account name, access token, and API key on the new Trello registration screen, and click 'Add.' ※ Reference) For detailed instructions on how to register Trello's My App, please check this page. This completes the integration with Trello.
2. How to Register Slack Next, select Slack from "New Connection."
When the above screen is displayed, select the channel you want to integrate with Trello from the dropdown. Then, click "Allow."
This concludes the registration of My Apps for Trello and Slack. Click the banner below and start creating a flow from "Try it."
Step 2: Set up a trigger to activate when a card is newly created in Trello
First, set up the item "When a card is newly created".
The above screen is already set up. Ensure that the trigger action is set to "When a card is newly created" and proceed to the next page.
Please set the API key, API token, username, and board ID according to the annotations.
Once the setup is complete, perform a test and click "Next".
Create a test card on the Trello board you set up earlier. When you click test, the information of the card you just created will be displayed in the output of the above screen. If there are no errors, please save the settings.
Step 3: Send a message to a Slack channel
Next, set up the item "Send a message to a channel".
The above screen is already set up. Ensure that the action is set to "Send a message to a channel" and proceed to the next page.
Please set the "Channel ID to register" according to the annotations. Explanation: By setting it this way, you can automatically notify a Slack channel with the information of a card created on a Trello board.
The content of the notification message can be set freely. This time, it is set as shown in the above screen. {{Board name where the card was added}}, {{List name where the card was added}}, {{Name of the added card}}, {{ID of the added card}} are automatically referenced from the information of the card created in Trello.
Click "Test" to automatically send a message to Slack, and if you confirm that there are no errors in the message content, click "Save".
Step 4: Turn on the trigger
Once all steps are set up, the above screen will be displayed. Click "Turn on trigger" to activate the flow bot. This completes the flow of "Notify Slack when a card is created in Trello".
Introduction to Other Automation Examples Using Trello and Slack
There are many other examples of automation using Trello and Slack in Yoom, so here are a few introductions.
1. This is a flow where a card is automatically registered in Trello when a message is posted on Slack. By utilizing this flow, you can reduce manual work, which is expected to improve work efficiency. Additionally, simply checking task information on chat may lead to oversights, but by automatically adding it to Trello, you can mitigate that risk.
2. This is a flow that automatically registers the due dates of tasks registered in Trello to Google Calendar. Since manual input into Google Calendar is not required, it prevents omissions and registration errors in Google Calendar, thereby streamlining operations.
3. This is a flow where cards registered in Trello are automatically added to Notion. By utilizing this flow, you can automatically add Trello information to Notion, saving time on manual input and allowing you to allocate time to other tasks. Furthermore, by preventing human errors from manual input, you can maintain the accuracy of the information.
Summary
In this article, we introduced a method to automatically notify Slack when a card is created in Trello by integrating Trello with Slack. How did you find it? With this automation, all team members can grasp the progress of tasks in real-time. Additionally, by automating notification tasks, you can expect more efficient information sharing, which may lead to a smoother project start. Yoom allows automation without programming knowledge, making it easy for beginners to try. There are many useful flow bots available, so please give them a try and make them useful for your work!
The person who wrote this article
y.matsumoto
Until now, I have experienced sales and sales office work in the human resources industry.
Based on my experience in my previous job, I feel that the problems faced by various companies can be reduced by “automating operations.”
Through Yoom, we will continue to send out information on a daily basis so that we can solve your problems even a little bit!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.