When using Trello and Todoist with your team, it's not uncommon to encounter situations where "a new task has been added to Trello, but it's not reflected in Todoist!" That said, mistakes are inevitable. Additionally, adding the same task to both tools or making updates to both can be quite cumbersome.
The solution to these challenges is the integration of Trello and Todoist! By utilizing the API, data is synchronized, making task management across both tools easier than ever. This should facilitate smoother sharing and management of task data, preventing any oversights in your work.
In this article, we will specifically introduce the automation flow that can be achieved by integrating Trello and Todoist. If you're considering streamlining your operations, be sure to check it out!
For those who want to try it out quickly
By using the Flowbot template, you can quickly achieve the integration of Trello and Todoist. If you want to try it right away, click the banner below to get started!
When a card is created in Trello, create a task in Todoist.
By integrating the APIs of Trello and Todoist, you can automatically sync Trello data with Todoist! For example, you can automatically perform data synchronization like the one below without any manual intervention.
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Trello and Todoist. Registration takes just 30 seconds, so feel free to give it a try!
Create a Task in Todoist When a Card is Created in Trello
By utilizing this flow, you can automatically add Trello information to Todoist, reducing the effort required for data entry. This flow is recommended for those who want to improve work efficiency and maintain high accuracy of shared information within the team!
When a card is created in Trello, create a task in Todoist.
Complete a Todoist task when a Trello card is moved to a specific list
By utilizing this flow, you can automatically complete the corresponding Todoist task when the status of a card is changed in Trello. This flow is recommended for those who want to eliminate manual updates and prevent duplication or errors in their work!
When a Trello card is moved to a specific list, mark the task as complete in Todoist.
■Overview The flow that marks a Todoist task as completed when a Trello card is moved to a specific list is a business workflow that efficiently links project management and task management. When the status of a card changes in Trello, it automatically marks the corresponding Todoist task as completed, eliminating manual updates and preventing duplicate work and errors.
■Recommended for ・Project managers who use Trello and Todoist on a daily basis ・Team leaders who use multiple task management tools and find manual synchronization burdensome ・Business owners who are considering automating their workflows and seeking greater efficiency ・Freelancers who want to improve work efficiency while maintaining information consistency ・Members of remote work teams who want to share task completion status in real time within the team ・IT personnel who feel challenges with data integration between tools in the current workflow
■Notes ・Please connect Yoom with both Trello and Todoist. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations configured in flow bots will result in errors, so please be careful. ・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.
Update Todoist tasks when a Trello card is updated
By utilizing this flow, changes made to cards in Trello are automatically reflected in Todoist, allowing you to work efficiently while maintaining consistency of information. This flow is recommended for those who want to enhance the consistency and accuracy of their work!
When a Trello card is updated, update the Todoist task as well.
■Overview The "When a Trello card is updated, update the Todoist task as well" flow is a business workflow that seamlessly integrates project management and task management. Changes in Trello cards are automatically reflected in Todoist, allowing you to work efficiently while maintaining data consistency.
■Recommended for • Those who already use Trello and Todoist and want to smooth the integration • Team leaders who want to improve the efficiency of project management and personal task management • Business persons spending time updating information across multiple apps • Executives looking to enhance work consistency and accuracy through workflow automation
■Caution • Connect both Trello and Todoist with Yoom.
Let's Create a Flow to Integrate Trello and Todoist
Now, let's create a flow that integrates Trello and Todoist! We will use Yoom to proceed with the integration of Trello and Todoist without any coding. If you do not 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 task in Todoist when a card is created in Trello! The creation process is broadly divided into the following steps.
Integrate Trello and Todoist with My Apps
Copy the template
Set up the trigger in Trello and the action in Todoist
Turn on the trigger and start the flow bot
When a card is created in Trello, create a task in Todoist.
Step 1: Integrating My Apps with Trello and Todoist
1. How to Register Trello
After logging into Yoom, click on "My Apps" and then click on "+ Add". Search for Trello.
The following screen will be displayed, and you will configure the settings within the red frame.
Check the "API Key" and "Access Token" from the Trello screen and enter them in the fields on the above screen! For detailed instructions on how to register your Trello app, please refer to the help page here. The "API Key" and "Access Token" will also be used in the subsequent app trigger and action settings, so it is convenient to copy them!
Trello has now been registered in My Apps!
2. How to Register Todoist
Click the "New Connection" button in My Apps. This time, search for Todoist.
Once the displayed screen appears, enter your email and password, then click "Login".
Todoist has now been registered in My Apps!
Step 2: Copying the Template
Once the My Apps registration is complete, proceed to the Flowbot settings!
Yoom provides templates to easily set up automation. First, click "Try it" on the banner below to copy the template.
When a card is created in Trello, create a task in Todoist.
The following screen will be displayed, so let's click the "OK" button.
Step 3: Setting the Trigger to Activate When a Card is Created in Trello
First, click the Trello icon's "When a card is newly created" to set it up.
The following screen will be displayed, so make sure the trigger action is set to "When a card is newly created(Webhook)" and proceed to the next step.
Enter the "API Key" and "Access Token" obtained during Trello's My App integration!
Set the username by referring to the annotation outside the frame.
For the board ID, click inside the frame and select any option from the displayed suggestions. Once set, press "Next".
Now switch to Trello and create a test card. (You can set the card content freely!)
When you press the test button, the information of the test card you registered earlier will be obtained as output. If the output is obtained correctly, click Save. *Reference: For more information on output, please check this help page.
Step 4: Retrieve Card Information in Trello
Next, let's set up the "Retrieve Card Information" item in the Trello icon.
When the following screen is displayed, check for any errors in the information and click "Next".
Enter the API key and token again, using the values used during app integration in the previous step. For the board ID, refer to the annotation outside the frame and obtain it from within Trello's URL.
For the card ID, click inside the frame and select "ID of Added Card" from the displayed output.
Click Test, and if successful, press the "Save" button.
Step 5: Create a Task in Todoist
Finally, set up the Todoist icon's "Create Task".
Check the contents of the following screen, and if there are no errors in the information, click "Next".
You can set the content freely. This time, we set it up so that when a card is created in Trello, the "Name of added card" can be automatically quoted in Todoist's content! Click inside the frame and click "Name of added card" in the output to set it.
You can also set the description freely according to your needs! As an example, we have set it to automatically quote the description of the card added to Trello.
Once you have set this up, click "Test". If the test is successful, press "Save".
Step 6: Turn on the Trigger
Once all the steps are set up, the following screen will be displayed. Click "Turn on the trigger" to activate the flow bot and check if it works correctly!
This completes the flow of "Creating a task in Todoist when a card is created in Trello"!
Other Automation Examples Using Trello and Todoist APIs
By leveraging the APIs of Trello and Todoist, a variety of automations can be achieved! How about considering the following automations?
Convenient Automation Examples Using Trello
You can automatically notify Microsoft Teams or register information in Google Sheets by referencing Trello data. Additionally, you can automatically add inquiry details or business card images to Trello!
Once Trello is launched, add Trello information to the Google Spreadsheet.
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 register a task in Trello when an inquiry email arrives. With Yoom, you can connect apps without programming, making it easy to achieve this flow. ■Recommended for those who 1. Use email frequently in business ・Customer support representatives who receive inquiries from leads and customers via email ・Internal helpdesk staff using email to respond to employee inquiries ・Want to prevent overlooking emails and improve customer satisfaction
2. Use Trello in business ・Want to reduce the burden on staff by eliminating the hassle of task registration ・Want to speed up information sharing and grasp of staff tasks ・Want to prevent transcription errors and improve the accuracy of task information
■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.
You can automatically create tasks in Todoist based on information from Gmail, Asana, and Google Calendar. Additionally, you can register Todoist task information in Notion or send notifications to Slack!
Every day, retrieve tasks due today from Todoist and notify on Slack.
■Overview The 'Retrieve today's due tasks from Todoist daily and notify them on Slack' workflow automates daily task management and enhances operational efficiency. By automatically obtaining tasks due on the current day registered in Todoist and notifying Slack, the entire team can quickly grasp priorities. This allows tasks to be checked effortlessly, supporting smooth operation progress.
■Recommended for ・Those managing daily tasks with Todoist ・Leaders who share information with their team using Slack ・Project managers looking to streamline task deadline management ・Corporate personnel aiming to boost productivity through automation ・Business persons who want to minimize time spent on daily task checks
■Notes ・Please integrate both Todoist and Slack with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The workflow 'Automatically Compile Incomplete Todoist Tasks as Notion Pages Daily' is an automation to seamlessly manage daily tasks. It automatically retrieves incomplete tasks from Todoist daily and compiles them into organized pages in Notion, supporting efficiency in operations.
■Who We Recommend This Template For - People who manage daily tasks in Todoist but find reviewing incomplete tasks cumbersome - Team leaders or project managers who want to use Notion for organizing tasks and sharing information - Business people who want to centralize task progress management and proceed with work efficiently - Individuals looking to leverage automation tools to reduce the burden of daily operations
■Notice - Please link both Todoist and Notion with Yoom. - The operation 'Repeat the same process' is only available in the Team Plan and Success Plan. Operations or data connections set in the Free Plan and Mini Plan will result in errors, so please be cautious. - Paid plans such as the Team Plan or Success Plan can be tested with a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
■ Overview The "Create a task in Todoist based on Gmail received content" flow is a business workflow that smooths task management from email. It automatically registers tasks that are often overlooked during daily email checks into Todoist, supporting efficient business management. By using this flow, Gmail content can be automatically reflected in Todoist, streamlining task management.
■ Recommended for ・Those who manage a lot of emails in Gmail and want to streamline task management in Todoist ・Business people looking to reduce the time to manually add tasks and improve productivity ・Project managers who find extracting tasks from emails cumbersome ・Those who want to smartly proceed with daily work by utilizing automation tools
■ Precautions ・Please integrate each with Todoist and Gmail with Yoom. ・The trigger can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval depends on the plan.
■Overview The flow "Automatically create a task in Todoist when a new event is registered in Google Calendar" is a business workflow that seamlessly integrates schedule management with task management. By managing daily schedules in Google Calendar and automatically adding related tasks to Todoist, manual input tasks are reduced, supporting efficient business operations. This flow utilizing Yoom enables smooth integration between the two main apps, allowing effective time utilization.
■Recommended for - Those who use Google Calendar and Todoist daily and spend time on manual task management - Freelancers or small team members looking to increase efficiency in their work - Business people who want to achieve unified management of schedules and tasks without missing information - IT personnel who want to leverage Yoom to enhance existing business workflows
■Notes - Please link each of Google Calendar and Todoist with Yoom. - The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please be aware that the shortest activation interval varies depending on your plan.
By integrating Trello data with Todoist, you can quickly create tasks and simplify task management across both Trello and Todoist! This can reduce the time spent on manual data entry and help prevent task creation errors.
If tasks created in Trello are automatically synced with Todoist, it might reduce issues like "The task is in Trello but not in Todoist, so I don't know which data is correct!"
Moreover, the key point of this integration is that it can be achieved without programming knowledge! With Yoom, such app integrations become easy.
I have previously gained experience in sales and sales administration within the human resources industry. Based on my past experience, I have realized that the challenges faced by various companies can be alleviated through "automation of operations." Through Yoom, I will continue to share information daily to help address your concerns as much as possible.
.avif)
