How to integrate Trello with Zendesk to automatically update the ticket status in Zendesk when a task in Trello is completed

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!

Automation through the integration of Trello and Zendesk will greatly contribute to efficient task management.
This article introduces how to automatically update the ticket status in Zendesk when a task is completed in Trello.
By eliminating the need for manual status updates, it becomes easier to track progress and facilitate communication.

Benefits of Integrating Trello and Zendesk

Benefit 1: Prevent Status Update Omissions and Errors

With the integration of Trello and Zendesk, statuses are automatically updated, reducing the risk of human error.
For example, when a task is completed in Trello, the ticket status in Zendesk is reflected, preventing update omissions.
This automation helps to prevent status update omissions and errors, avoiding situations where the update status is unclear and causes confusion.

Benefit 2: Facilitate Smooth Communication

Automatic ticket status updates allow for smooth understanding of response status and progress.
For example, you can check the progress of tasks in Trello while also confirming the ticket response status in Zendesk, enabling multiple tasks to proceed smoothly.
This means that you don't have to check the update status with members, making it easier to share information with the entire team.

[About Yoom]

How to Create a Trello and Zendesk Integration Flow

This time, we will introduce how to set up the following template: "Update the Zendesk ticket status when a task is completed in Trello."
By using this template, you don't need to set up automation from scratch, which is convenient.

You can complete the setup in 10-15 minutes by following these steps.

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

How to Connect Trello and Zendesk with Yoom

Please register your My Apps to connect Trello and Zendesk with Yoom.
By completing the My Apps registration first, you can easily set up automation.

First, register your My Apps for Trello.
‍Yoom's help page contains the registration method, so please refer to it and register.

Next, register your My Apps for Zendesk.
※Zendesk is an app available only on the Team Plan and Success Plan.
For Free Plan and Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful.
※Paid plans such as Team Plan and Success Plan offer a 2-week free trial.
During the free trial, you can use apps that are subject to restrictions.
This is also described on Yoom's help page, so please set it up in the same way.

How to Update Zendesk Ticket Status When a Task is Completed in Trello

To set up automation, please click "Try it" on the banner below.

Check the display on the screen below and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, you can do so from the page below.
To set up Trello initially, click "When card information is updated (Webhook)".

When the following screen is displayed, check the settings.

"Title" → Change if necessary
"Account information linked with Trello" → Check for discrepancies
"Trigger Action" → When card information is updated (Webhook)

The following screen will be displayed, so please configure the settings.

"API Key", "API Token" → Obtain and set from here
"Username" → Check the description and set
"Board ID" → Set from the options

Once set, click "Test" → "Test Successful" → "Save".

When the following screen is displayed, check the description and perform "Test" → "Test Successful" → "Save".

Next, to set branching based on status, click "Branch by Status".
The following screen will be displayed, so please check the settings.

"Title" → Change if necessary

Output for branching

"Operation" → When card information is updated (Webhook)
"Output" → List Name

Branching conditions

"List Name", "Equal to", "Done"

Next, to set up Zendesk, click "Update Ticket Status".
When the following screen is displayed, check the settings.

"Title" → Change if necessary
"Account information linked with Zendesk" → Check for discrepancies
"Action" → Update Ticket Status

The following screen will be displayed, so please check the precautions.

When the following screen is displayed, check the description and configure the settings.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Finally, once you turn "Trigger ON", the automation setup is complete.

Other examples of automation using Trello and Zendesk

1. This is a flow where a card registered in Trello is automatically added to Zendesk.
Since Trello information can be automatically added to Zendesk, manual work is reduced.

2. This is a flow where a card is automatically added to Trello when a ticket is registered in Zendesk.
Since the card is automatically added, it should make task management easier.

3. This is a flow where a record is automatically added to Microsoft Excel when a card is registered in Trello.
It is very convenient because you can manage Trello card information in Microsoft Excel as well.

4. This is a flow that automatically adds a record to kintone when a ticket is created in Zendesk.
Every time a ticket is created in Zendesk, there is no need to manually enter a record in kintone.

Summary

Integrating Trello and Zendesk can improve task management efficiency and help prevent errors or oversights in status updates.
Additionally, the quick sharing of accurate information may ultimately lead to increased productivity for the entire team.
Utilize other templates to further streamline your work.

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