Create a card in Trello when a specific page is created in Confluence

■Overview

Do you find it time-consuming to create related tasks separately in Trello after creating meeting notes or specifications in Confluence? This kind of manual double entry can lead to missed tasks and transcription errors, potentially affecting project progress.
With this workflow, you can automate the integration between Confluence and Trello. Whenever a specific page is created in Confluence, a card is automatically created in Trello. This streamlines the entire process from information sharing to task management.

■Who This Template Is For

• Anyone who uses Confluence and Trello together and wants to streamline information sharing between the two tools
• Anyone who manually creates tasks after preparing documents and wants to prevent missing information or delays in follow-up
• Managers who want to streamline project information sharing and task management while improving team productivity

■Benefits of Using This Template

• Create a card in Trello automatically simply by creating a page in Confluence, reducing the time spent on manual transcription and task creation.
• Eliminate manual data entry to prevent human errors such as incorrect card titles or missing details, ensuring accurate information sharing.

■How the Workflow Works

1. First, connect Confluence and Trello to Yoom.
2. Next, select Confluence as the trigger and set the action to “When a page is created.”
3. Then, use the branching feature to configure the workflow so that subsequent actions run only when specific conditions are met.
4. Next, use the “Get page” action in Confluence to retrieve detailed information about the page created by the trigger.
5. Finally, set up Trello’s “Create a new card” action to create a card based on the retrieved page information.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes information within the workflow after the trigger runs.

■Customization Options

• With the branching feature, you can set custom conditions, such as running the workflow only when a page is created in a specific Confluence space or with a specific label.
• With Trello’s card creation action, you can insert information retrieved by the preceding Confluence action, such as the page title or URL, into the card name or description.

■Notes

• Connect both Confluence and Trello to 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.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the workflow will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to restrictions.