- Integrations
- Trello
Trello integration: requests and tasks opened as cards on your board
Agenola's Trello integration lets your agents create and update cards on your Trello board and add comments and checklists. A complaint, an order request or a content request is opened as a card on the board your team uses. You connect it in one click with your Trello account.
How it works
A card is created by a Trello step you add to the agent, or by an action you turn on in the AI Assistant step's Integrations tab. Support requests don't land on the board on their own; you decide in your agent what becomes a card.
The board and list are chosen on the step, not on the connection page, so different agents can create cards on different boards. The card's title and description can be filled in from the visitor's answers.
Steps cover cards, comments, attachments, labels, checklists, lists, boards and board members.
- Trello steps run in the name of the person who made the connection; if that person leaves a board, steps on that board stop and someone on the team needs to reconnect.
- Steps that delete or remove members don't run until the confirmation box on the step is ticked.
- If the connection goes unused for 90 days, Trello revokes access and you need to reconnect.
What it does
This list is generated from the same source as the Trello page in the dashboard: if it isn't listed here, we don't do it with Trello. Flow steps live in the flow editor under Add step → Integrations → Trello.
AttachmentAction · Flow step4
Add attachment
Attaches a link to the card.
Delete attachment
Permanently deletes an attachment from the card.
Get attachment
Reads an attachment's name and URL.
Get attachments
Returns all of the card's attachments as a list.
BoardAction · Flow step4
Create board
Creates an empty board.
Delete board
Permanently deletes the board and everything on it.
Get board
Reads the board's name, URL and description.
Update board
Changes the board's name, description or status.
Board memberAction · Flow step4
Add member
Adds a Trello user to the board by ID.
Get members
Returns the board's members as a list.
Invite member
Sends a board invitation to an email address.
Remove member
Removes a member from the board.
CardAction · Flow step4
Create card
Creates a card in the chosen list.
Delete card
Permanently deletes the card.
Get card
Reads the card's name, URL, list and due date.
Update card
Changes the card's name, description, list, due date or status.
Card commentAction · Flow step3
Add comment
Writes a comment on the card.
Delete comment
Permanently deletes a comment from the card.
Update comment
Changes the text of a comment on the card.
ChecklistAction · Flow step9
Create checklist
Adds a new checklist to the card.
Add checklist item
Adds an item to a checklist.
Delete checklist
Deletes the checklist with its items.
Delete checklist item
Deletes an item on the card.
Get checklist
Reads the checklist and its items.
Get checklists
Returns the card's checklists as a list.
Get checklist item
Reads an item's name and state.
Get completed items
Returns the card's completed checklist items as a list.
Update checklist item
Changes an item's name or state.
LabelAction · Flow step7
Add label to card
Adds one of the board's labels to the card.
Create label
Adds a new label to the board.
Delete label
Deletes the label from the board and every card.
Get label
Reads the label's name and color.
Get labels
Returns the board's labels as a list.
Remove label from card
Removes the label from the card; it stays on the board.
Update label
Changes the label's name or color.
ListAction · Flow step6
Archive list
Archives the list or restores it from the archive.
Create list
Adds a new list to the board.
Get list
Reads the list's name and status.
Get lists
Returns the board's lists as a list.
Get cards in list
Returns the cards in the list as a list.
Update list
Changes the list's name.
Example conversations
Visitor: The sofa delivered yesterday arrived with a broken leg.
Agent: I'm sorry about that. Could you share your order number and a phone number? I'll get our team onto a replacement.
Visitor: Order 7812, +1 646 555 0143
Agent: I've logged it, and our team will call you about the replacement.
Behind the scenes: The "Create card" step creates a "Broken leg – order 7812" card in the "New" list of the "Complaints" board. "Create checklist" and "Add checklist item" add the items "Call the customer", "Ship the part" and "Confirm closure".
Visitor: We need a social media graphic for our new branch by November 15.
Agent: I'll pass this to the design team. Which branch is it for, and which platform is the graphic for?
Visitor: The Austin branch, Instagram
Agent: Your request has been added to the design team's board.
Behind the scenes: The "Create card" step creates the card in the "Design requests" list, with the branch, platform and requested date in its description. The "Add label to card" step tags it "Instagram".
Setup
- 1In Agenola, go to Integrations → Trello, press "Connect to Trello" and grant access with your Trello account.
- 2In the flow editor, add the "Create card" step under Add step → Integrations → Trello, and choose the board and list on the step.
- 3Fill in the card's title and description from the visitor's answers. If you want the agent itself to create cards, pick the action on the AI Assistant step's Integrations tab.
Detailed setup: How do I create records in Trello and Jira?
Permissions and where your data goes
- Sent to Trello: the card's title, description, labels, comments, checklists and attachments; the fields you set on the step.
- Read from Trello: only when a step asks, board, list, card and member details; the boards the connected account can see, for the board and list pickers.
- Permissions requested: reading and writing boards, reading account details, and offline access so the connection keeps working.
- Connection details are stored encrypted on the server. Only the workspace owner and admins can connect or remove it; you can also revoke access from your Trello account settings.
Related integrations
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Frequently asked questions
Does every support request become a Trello card?
No. A card is created only by a Trello step you add to the agent or an action you turn on for the agent. You decide in your agent which conversations become cards.
Where do I choose the board and list for the card?
On the Trello step in your flow. Boards and lists are loaded live from Trello, and different agents can create cards on different boards.
What happens if the person who connected Trello leaves the team?
Trello steps run in that person's name, so once they're removed from a board, steps on that board stop. Someone on the team should remove the connection and reconnect with their own account.