Add a card to Trello when a task is created in Clockify

■Overview

Managing time in Clockify while tracking tasks in Trello can often lead to the hassle of entering the same information twice or missing important updates. With this workflow, simply creating a new task in Clockify automatically adds a card to Trello. Automate the tedious process of connecting Clockify and Trello, prevent gaps in task management, and keep your projects moving smoothly.

■Who Should Use This Template

• Project managers who use both Clockify and Trello to manage tasks and time
• Anyone who wants to eliminate duplicate work and transcription errors when manually adding tasks from Clockify to Trello
• Managers looking to automate task management across their team and improve productivity

■Benefits of Using This Template

• When a task is created in Clockify, a card is automatically added to Trello, reducing the time spent manually transferring information.
• By eliminating manual data entry from Clockify to Trello, this workflow helps prevent human errors such as missed task registrations and input mistakes.

■Workflow Steps

1. First, connect Clockify and Trello to Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new task is created.”
3. Finally, set Trello’s “Create a new card” action as the operation and map the task information retrieved by the trigger.

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

■Customization Options

• Freely map task names, project information, and other details retrieved from Clockify to the title and description of the Trello card.
• Set the Trello board and list where cards are added based on your preferred workflow.

■Notes

• Connect both Clockify and Trello to Yoom.