Trello

Trello is a visual board app where work moves across lists as cards. Connecting Trello to Resool lets your team turn a conversation into a Trello card on the board and list you choose, with labels, a due date and a link back to the chat. The contact's panel then shows which list each card is in, so agents can tell a customer where their request stands. Workflows can create cards automatically.

#What you can do with Trello

In the Inbox

• Create card on a board's list, with labels, a description and a due date.
• See the Trello cards created for the contact and the list each one is in, and open them with View in Trello.

On the contact page

• The Connected apps list shows how many Trello cards the contact has.

In Workflows

• The Create Trello card step creates a card on a board's list with labels and a due date.

Every card Resool creates includes the contact's name, email and phone and a link to the conversation.

#Before you begin

• You need a Trello account that is a member of the boards you want to use.
• In Resool, only workspace Owners and Admins can connect apps and change their settings.
• Creating cards from the inbox needs a role that can manage contacts (Owner, Admin, Manager and Agent can by default).

#How to connect Trello to Resool

1. Go to Settings › Apps.
2. Open the Productivity tab and click Connect on the Trello card.
3. The Connect Trello dialog lists what Resool will be able to do: see your boards, lists and labels, create cards, and see the list and status of the cards created from Resool. Click Continue.

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Settings › Apps › Trello › Connect

The "Connect Trello" dialog with its description, the permission list with three items, and the Cancel and Continue buttons.

File: screenshots/trello-connect-dialog.png

1. Sign in to Trello in the window that opens and click Allow.
2. You're returned to Resool and see Trello connected. The card shows the connected account with Manage and Disconnect.

#How to configure Trello

Click Manage on the Trello card to open Trello settings. Under Defaults:

• Board: the board new cards go to.
• List: the list on that board. Changing the board clears the list.

Create card in the inbox and workflow steps that pick nothing use these defaults. Click Save changes to store them.

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Settings › Apps › Trello › Manage

The "Trello settings" side sheet with the Defaults card, Board set to "Support" and List set to "New requests".

File: screenshots/trello-settings-sheet.png

#How to create a Trello card from a conversation

1. Open a conversation in the Inbox.
2. Click the Trello icon in the right-hand sidebar.
3. Click Create card. The New Trello card form opens with your defaults filled in.
4. Check the Board and List (a list is required).
5. Optionally click Add a label to add labels from the board.
6. Enter the Card name, an optional Description and an optional Due date.
7. Click Create. You see Created in Trello.

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Inbox › open a conversation › Trello icon in the right sidebar

The Trello panel with three cards for the contact, each with its creation date and a badge showing its list (for example "In progress", "Done"), and the Create card and View in Trello buttons.

File: screenshots/trello-inbox-panel.png

#How to create Trello cards in Workflows

1. Open a workflow and click Add a step.
2. Under Tasks & docs, choose Create Trello card.
3. Set up the step:
   • Board and List: leave them on Default or pick others.
   • Labels: labels from the board.
   • Card name and Description: both accept variables such as {{contact.name}}.
   • Due: No due date, Today, or 1, 3, 7, 14 or 30 days after the step runs.
4. Save and publish the workflow.

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Workflows › open a workflow › Add a step › Tasks & docs › Create Trello card

The step settings with Board and List on Default, one label added, Card name "{{contact.name}} – refund request", a Description and Due "In 3 days".

File: screenshots/trello-workflow-step.png

#How to disconnect Trello

1. Go to Settings › Apps and click Disconnect on the Trello card.
2. Confirm in the Disconnect Trello? dialog.

Resool stops accessing your Trello account. Cards already created stay on your boards.

#FAQ and troubleshooting

#Why is the List picker disabled?

Lists belong to a board. Pick a Board first.

#How many labels can I add to a card?

Up to 20 labels per card.

#Does moving the card in Trello show up in Resool?

Yes. The panel shows the list each card is currently in. Resool refreshes it when you open the panel.

#A board doesn't appear in the picker. Why?

The Trello account that connected must be a member of the board. Use the search box in the picker to find boards by name.

#Which plans include Trello?

Apps are included on every plan. See Plans and billing.

#What's next?

• Getting started with apps
• Workflow steps
• Asana
• monday.com