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

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.
Since there is no need to manually update the status, it becomes easier to check 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: Smooth Communication

The automatic update of ticket statuses allows for smooth understanding of response status and progress.
For instance, you can check the progress of tasks in Trello while also confirming the ticket response status in Zendesk, enabling smooth progress of multiple tasks.
This makes it unnecessary to confirm update statuses with members, facilitating easy information sharing 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 Zendesk ticket status when a task is completed in Trello."
By using this template, there is no need to set up automation from scratch, making it convenient.

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

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.
Registering My Apps first makes it easy to set up automation.

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

Next, register My Apps for Zendesk.
*Zendesk is an app available only with the Team Plan and Success Plan.
Please note that if you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors.
*Paid plans such as the Team Plan and Success Plan offer a 2-week free trial.
You can use apps that are subject to restrictions during the free trial.
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.

Let's check the screen display below and click "OK".

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

When the following screen is displayed, check the settings.

"Title" → Change as needed
"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 configured, click "Test" → "Test Successful" → "Save".

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

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

"Title" → Change as needed

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 as needed
"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 set it up.
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, task management will become easier.

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

4. This is a flow where a ticket created in Zendesk is automatically added to a kintone record.
Every time a ticket is created in Zendesk, there is no need to manually enter records into kintone.

Summary

The integration of Trello and Zendesk can enhance task management efficiency and prevent errors or oversights in status updates.
Additionally, the ability to quickly share accurate information may ultimately lead to increased productivity for the entire team.
Utilize other templates to further streamline your work.

Here you can experience Yoom's automation by registering for free.