How do I create records in Trello and Jira?
Create, update and move Trello cards or Jira issues from your agents.
What it gives you
These two integrations add task board steps to your agents. Support requests don't land on the board on their own: a record is created only by a step you add to the agent or by an action you turn on in the AI Assistant step's “Integrations” tab.
Connecting requires the Owner or Admin role.
Trello
- On Integrations → Trello, press “Connect to Trello” and grant access with your Trello account.
- You pick the card's board and list not on the connection page but in the Trello step of your flow.
Trello steps run as the person who connected; if they leave a board, the steps on that board stop working and someone on the team needs to reconnect. If the connection goes unused for 90 days, Trello drops the access.
Agent actions: creating, getting, updating and deleting cards; comments, attachments, labels, checklists; lists, boards and board members. Deleting and removing members need confirmation on the step.
Jira
- On Integrations → Jira, press “Connect to Jira”, pick your Jira site on Atlassian's approval screen and grant access.
- You pick the issue's site and project not on the connection page but in the Jira step of your flow.
- If your Atlassian account has only one Jira site, the step can leave the site empty; if it can reach several Jira sites, pick the site in the step, or the step won't run.
Jira steps run as the person who connected: issues are created in their name and only in projects they can access in Jira. Every issue gets an “agenola” label; records marked urgent also get an “acil” label. If the connection goes unused for 90 days, Atlassian drops the access and you need to connect again.
Agent actions: creating, getting, searching, updating and deleting issues; change history, status options and Jira notifications; comments, attachments and user details. Deleting needs confirmation on the step.
Disconnecting
Press “Disconnect”; flow steps stop and no new records are created. You can also revoke the access you granted to Trello from your Trello account settings.
You can revoke the access you granted to Jira on the “Connected apps” page of your Atlassian account (id.atlassian.com).
Related articles
- How do I set up Integration Action and Tool Call steps?Do work in a connected integration or call your own tool at a point in the agent: exits, the failure branch and retries.
- How do I set up the AI Assistant step?Build an agent that answers free questions using a system prompt, a model, the knowledge base, tools and integrations; set handoffs and limits.
- Requests: seeing and following up customer requestsSeeing the requests visitors leave, changing their status, adding team notes and sending them to your help desk.