When a message is posted in Slack, archive a card in Trello
When a message is posted in Slack, archive a card in Trello
Launch this workflow to connect
Trello &
Slack
!
■Overview
After checking task completion reports in Slack, opening Trello, finding the relevant card, and manually archiving it is time-consuming and can lead to missed follow-ups. This is especially true in busy channels, where important messages can easily be overlooked. With this workflow, a specific Slack message can trigger an automatic search for and archiving of the related Trello card. This streamlines task wrap-up and helps prevent missed follow-ups.
■Who should use this template
- Teams that manage tasks in Slack and Trello and want to eliminate manual work after completion reports
- Teams managing multiple projects that spend too much time archiving cards
- Team leaders who want to prevent missed follow-ups and mistakes caused by manually handling cards
■Benefits of using this template
- Trello cards are automatically archived when a post is made in Slack, reducing the time spent on manual operations and allowing you to focus on more important work.
- Prevent human errors such as missed follow-ups and archiving the wrong card, improving the accuracy of task management.
■How the Flowbot works
- First, connect Slack and Trello with Yoom.
- Next, select Slack as the trigger and set the action to “When a message containing the specified text is posted to a channel.”
- Next, select the AI feature as an operation and use the “Extract data from text” action to extract information such as the Trello card name from the Slack message.
- Next, select Trello as an operation and use the “Search for cards (partial match in title)” action to find the relevant card based on the extracted information.
- Finally, set the “Archive card” action for Trello as an operation to archive the card you found.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- In the Slack trigger settings, specify the channel where you want to start the workflow and any keywords to include in the message, such as “completed” or “closed.”
- For the AI operation, customize the prompt to extract information such as the card name from the Slack message.
- When searching for Trello cards, set information extracted by the AI feature, such as the card name, as a variable to dynamically specify the search keyword.
■Notes
- Connect both Trello and Slack with Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Card Is Created (Webhook)
When a Card Is Updated (Webhook)
When a Card Is Moved to the Specified List (Webhook)
When a Card Is Created or Updated (Webhook)
When a File Is Added to a Card (Webhook)
When a Message Is Posted to a Channel
When a File Is Posted to a Channel
When a Message Is Posted to a Channel (Webhook)
When a Reaction Is Added to a Message (Webhook)
When a User Is Mentioned in a Channel
When a Message Containing Specified Text Is Posted to a Channel
When the Slack App Is Mentioned (Webhook)
When Mentioned in a Channel (Multiple Users)
When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
When a New Channel Is Created (Webhook)
When a Message Is Posted in a Thread (Webhook)
When Mentioned in a Channel (Multiple Users & User Groups)
When a Message Reaction Is Removed (Webhook)
Flowbot operations
Get Lists on a Board
Create a New Card
Get Labels List
Get Board Members
Archive Card
Move Card to Another List
Invite Member to Board
Get Cards in a Specific List
Get Card Information
Change Card Cover Color
Get List of Card Custom Field Information
Get Dropdown Custom Field Information
Get Specific Custom Field Settings
Get Card Custom Field Items
Update Card
Search Cards
Get Information on Files Attached to a Card
Download File
Flowbot triggers
When a Card Is Created (Webhook)When a Card Is Updated (Webhook)When a Card Is Moved to the Specified List (Webhook)When a Card Is Created or Updated (Webhook)When a File Is Added to a Card (Webhook)
Flowbot operations
Get Lists on a BoardCreate a New CardGet Labels ListGet Board MembersArchive CardMove Card to Another ListInvite Member to BoardGet Cards in a Specific ListGet Card InformationChange Card Cover ColorGet List of Card Custom Field InformationGet Dropdown Custom Field InformationGet Specific Custom Field SettingsGet Card Custom Field ItemsUpdate CardSearch CardsGet Information on Files Attached to a CardDownload FileCreate ListAdd Comment to Card
Flowbot triggers
When a Message Is Posted to a ChannelWhen a File Is Posted to a ChannelWhen a Message Is Posted to a Channel (Webhook)When a Reaction Is Added to a Message (Webhook)When a User Is Mentioned in a ChannelWhen a Message Containing Specified Text Is Posted to a ChannelWhen the Slack App Is Mentioned (Webhook)When Mentioned in a Channel (Multiple Users)When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)When a New Channel Is Created (Webhook)When a Message Is Posted in a Thread (Webhook)When Mentioned in a Channel (Multiple Users & User Groups)When a Message Reaction Is Removed (Webhook)When a Posted Message Is Updated (Webhook)
Flowbot operations
Send Message to ChannelSend Direct MessageGet Member IDs in a ChannelCreate ChannelInvite Members to ChannelGet User Group ListPost Message to ThreadArchive ChannelGet Messages in a ThreadList Public ChannelsRemove a Member from a Private ChannelFind User by Email AddressGet User InfoGet a Specific MessageGet Message LinkDelete MessageGet Users in a User GroupGet Reactions for a MessageCreate a User GroupList Channel MessagesSend a Message to a Channel with AttachmentsList Rows in a ListCreate ListUpdate ListGet a Specific List RowRemove List AccessMore inspiration for you
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