What is Trello?

Trello is a visual project management tool that empowers individuals and teams to organize their projects into boards. It helps to ideate, plan, manage, and celebrate their work together in a collaborative, productive, and organized way.


Use case

For instance, your company uses Trello for task management and team collaboration. You maintain different Trello boards to manage the different teams. Documentation is one such team with multiple writers, editors, and external content agencies.

You have chosen Document360 as your knowledge base platform, and you want your task management on Trello to be in sync with your knowledge base project on Document360. 
Now, looking at the Trello board (for example, Kanban, Agile, etc.) for documentation, you maintain a list of all the published articles on your knowledge base amongst other lists like new articles and reviews pending. Each article is added as a card to either of the lists, depending on its status.

1_Screenshot_Overview_page_of_trello

A new card needs to be created under the 'Published' list every time someone publishes an article on Document360. The Trello cards can be added manually, but when you manage multiple writers from external sources, it gets quite complicated as you don’t intend to expose your in-house project operation to a third-party.

This is the pain point we address with this use case.

Currently, there is no direct integration option available between Trello and Document360 from either of the platforms.

How will you integrate Trello and Document360?

Workaround

As a workaround, you can use the Zapier integration to bridge this gap. By connecting the Document360 project and your Trello board on Zapier, you can easily facilitate the process and keep the Trello lists in sync with your knowledge base project.

  • From scratch, you can navigate to the Zapier dashboard, create a Zap, and start the process

  • Or else click below to navigate to the direct template of Document360 + Trello

Try it at Zapier ->

You can set the trigger and action on Zapier by following the simple setup guide below.

Adding a trigger

In Trigger, fetch the Document360 information.

  1. In Trigger, choose Document360. The Document360 blade appears on the right

  2. By default, the Choose App & event section would be selected. Select the desired event in it

  3. Click Continue

  4. In the Account section, click on Sign in to Document360, and a new window will open with the API token field

API Token generation
  • Go to Settings → Knowledge base portal → Extensions → Team collaboration
  • In Zapier assistance, click Connect
  • Click Copy

2_Screenvideo-Zapier_API_Generation_in_portal1

  1. Head back to the pop-up window, paste the API token in the field,

  2. Click Yes, Continue to Document360

3_Screenshot_Zapier_API_Token_Pasting

  1. You can find the connected Document360 project on the Connect Document360 account page.
Change

If you wish to configure a different account later, you can do that by clicking on Change

  1. Click Continue

  2. In the Test section, click Test trigger, and if the trigger is successful, click Continue

Setting up an Action

If you have already chosen the action at the start of the Zap, then click Continue
Or else choose Trello, and the Trello blade appears

  1. By default, the App & event section would be selected. And for Event, select Create Card

  2. Click Continue

  3. In the Account field, click on Sign in

  4. Key in your Trella account credentials and click on the Allow button in the authorize window

  5. Now, navigate back to the Zap setup window and click Continue

4_Screenvideo-Trello_login_in_credentials_sign_in_window

  1. Now in the Setup action section, choose your intended Trello board and list

  2. In the Name and Description field, you can choose one or more of the Document360 attributes (for example, Content, ID, contributor, version, and update date)

  3. In the Label field, pick a color label to apply to the card

  4. In the Card position, you can choose from two positions (top or bottom)

  5. In the Members field, choose the members in your Trello board

  6. You can skip the other fields and hit the Continue button at the bottom

  7. Once done, click the Test step. And click Publish

  8. You would get a success message window stating Your Zap is on. You can click on the Manage your Zap button to go to your Google Docs+Document360 Zap overview page.

5_Screenvideo-Successful_prompt_from_Zapier_Connection

Workflow

After you have successfully created a Zap and configured it, each time an article is published on your connected Document360 project by any team member, a Trello card will be added to the selected list and board. This card would contain all the article attributes, like content, contributor, publish date, and any other information you have configured on Zap.

How will you delete Zap?

  1. Go to the Zapier dashboard. In the overview page, a list of all existing Zaps is displayed
  2. Click the right arrow (>) of the desired Zaps and click Turn off and delete Zap