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Imagine this: You’re chatting with your team on Slack, trying to round up the work that needs to be done on a particular project. Once the labor is decided and assigned, it’s time to do the painstaking work of transferring the tasks to your task management app, Trello. Sure, you like tracking your to-do list in this app, but manually copying and pasting from Slack is annoying. Sound familiar?
These days, it seems like there’s a million and one apps out there to help boost your productivity. While this is great, sometimes the effort of context switching between apps can actually end up hurting productivity in the long run. Wouldn’t it be great to have some kind of integration between Slack and Trello that added new Trello cards from Slack messages for you?
In this tutorial, we will teach you how to use Zapier to create a connection between Slack and Trello that will create new cards in Trello for every Slack message you save.
Just to review before we start,Slack is a business communication platform primarily used by teams to discuss work projects in an organized fashion, using channels to split conversations on different topics.Trello is a list-making application that leverages Kanban boards for easy tracking of tasks.
Now your team can discuss and decide on tasks in Slack, then with Zapier you can automatically log them in Trello for project management and task tracking.
Step one: Connect your Slack account to trigger your Zap
The first thing you need to do is set up a new Zap to connect your Slack trigger to the Trello action. We have a template for this integration to help you get started quickly.
To get started, choose Slack as your app and New Saved Message as your trigger event.
Click Continue. You will be asked to sign in to your Slack account, if you haven’t already. Click Agree to give Zapier permission to integrate with your Slack account.
For each app you connect, Zapier will ask for a general set of permissions which allows you to be flexible with your Zaps. The only actions Zapier takes on your app accounts are those a given Zap needs to accomplish what you’ve set up.
After giving Zapier permission to access your account, select the Slack account that you wish to use with this integration.
Now you can customize your Zap by selecting a specific Slack project from your account.
Click Continue. You will be asked to test the trigger, which is always a good idea when building a Zap because it gives you sample data to work with. If your selected Slack account doesn’t have any saved message, you’ll need to save one in order to test the trigger.
Here is an example of a saved message to use for testing:
Here is what the sample data will look like:
Once you’ve successfully tested your trigger, move on to the next step by clicking Continue.
Step two: Connect Trello to your Slack trigger
Now it’s time to create the action of your Zap. This is what Zapier will do for you. First, create or log in to your Trello account.
In Zapier, select Trello as your app and Create Card as your action.
Click Continue. This will prompt you to sign in to your Trello account. Click Allow to give Zapier permission to integrate with your Trello account.
After giving Zapier permission to access your account, select the Trello account that you wish to use with this integration.
Now customize your card by selecting the board and list you wish the new card to be added to. Next, choose “Text” from the Slack payload as the name of the card. If there are multiple members of your Trello board, it can be useful to choose a member to assign the task to.
Once your information is filled out for your Trello event the way you want it, click Continue and test your Zap. After running your test, you should see a new card in your Trello app that matches your saved Slack message.
Make sure you turn on your Zap when everything looks done, by clicking the toggle switch at the bottom of the screen.
Congrats, you did it! From now on, every new Slack message you save will be added to your Trello board as a card.
Ready to try for yourself? Click the Use this Zap button below:
More ways to manage your tasks
Using Slack and Trello together to communicate about and manage tasks is a great way to enhance your productivity without introducing a myriad of new apps. Like this integration? Check out some more of our useful Slack and Trello integrations using Zapier:
Please let me have your feedback below in the comments section.
Let us know what topics we should cover for you in future.