Trello Integration (via Zapier)


About This Integration

IntegrationIntroduction

You can integrate third-party systems with Product name - ev itsm.png in many ways. The method you select will depend on business requirements, architectural and security constraints as well as the characteristics specific to each third-party application or service.

This document describes an integration process that has already been implemented in a customer context. 

To find out more about this integration (e.g. scripts to be used), please contact the Logo - EasyVista.png Consulting & Professional Services team, the Logo - EasyVista.png Support team, or your service provider and integrator.
 

Integration summary

Trello is an online project management tool inspired by Toyota's Kanban method. It is used to organize projects using boards and allocate tasks as cards in To Do, Doing and Done lists.

This integration enables you to perform actions in both Service Manager and Trello using Zapier. You can do this in two ways.

  • Perform actions in Trello from a Service Manager workflow/business rule. Open url.png See Integration Process 1.

    example  In Service Manager, approval of an SAP-related change request via a change management workflow ==>  Creation of a new card in Trello, with the change request number as its name.

  • Perform actions in Service Manager from Trello. Open url.png See Integration Process 2.

    example  In Trello, creation of a new card for a new training course in the HR catalog ==>  Creation of a new New Training Analysis change request in Service Manager, with the description of the Trello card.

     
Integration Data Feed (direction) Authentication Type Integration Connector Options

Logo - EV Service Manager.png

Up and Down arrow.png

Logo - Zapier.png

Up and Down arrow.png

Logo Icon - Trello.png

Basic Authentication (with Zapier)

EV Integration connector icon - Workflow.png    Workflow

EV Integration connector icon - Business rule.png    Business rule

Webhooks icon.png    Webhooks (by Zapier)

Available versions
SaaS On Premise
Service Manager Check icon.png Check icon.png
Third-party product Check icon.png N/A

Integration process 1: From Service Manager to Trello

Data feed

To perform actions in Trello from a Service Manager workflow/business rule, you must use a zap with a Zapier REST action.

         Process 1 - Data feed diagram - EN.png

Step-by-Step Integration Process

   Open url.png See Zapier integration for the detailed process.
 

Step 1: Initialize the zap in Zapier.

1. Click Make a Zap.

2. Name the new zap.
 

Step 2: In Zapier, configure the Service Manager trigger event.

2.1: In Zapier, initialize the configuration in the pane called Trigger / 1. Set up this step.

1. In the Choose App step, click the Webhooks Webhooks icon.png icon.

2. In the Choose Trigger step, select the option called Catch Hook.

3. Click Save + Continue.
The webhook URL is provided by Zapier.
         example  https://hooks.zapier.com/hooks/catch/799810/mtmjbz/
 

2.2: In Service Manager, create a Zapier REST action.

       Open url.png See How to define a new resource and associate it with a REST action.

1. Create a connection and a resource for the Zapier service.

  • Select Administration > REST > Services in the menu.
  • Create a connection to the Zapier service.
  • Create a resource associated with the Zapier service.

2. Add a REST action using the resource you previously created.

  • Go to the process graphic editor and open the *workflow or business rule you want.
  • Click and drag the new resource from the REST Actions category to the graphic editor.

3. Run the new Zapier REST action by starting the workflow/business rule.
 

2.3: In Zapier, finalize the configuration of the Service Manager trigger event.

1. In Service Manager, run the process you created in step 2.2.
The Zapier webhook is initialized when you run the Zapier REST action.

2. In Zapier, click OK, I did this (Test this Step).
The $ProductName_ev_itsm{{/velocity}} trigger event is configured in Zapier.

 

Step 3: In Zapier, configure the action to be performed in Trello.

1. In the Choose App step in the pane called Action / 2. Set up this step, click the Trello Trello icon.png icon.

2. In the Choose Action step, select the action to be performed in Trello.

3. In the Choose Account step, select or create an account.

4. In the Set Up Template step, configure the options.

Note: To use Service Manager field values such as the rfc_number or description, and propagate them in Trello, you must use the Zapier webhook at least once. To do this, run the Zapier REST action via a Service Manager process.

 

Step 4: Enable the zap in Zapier.

1. Click Finish.

2. Enable the new zap using Your Zap is on.

Integration process 2: From Trello to Service Manager

Data feed

To perform actions in Service Manager from Trello, you must use a zap with the Service Manager REST API from Trello.

         Process 2 - Data feed diagram - EN.png

Step-by-Step Integration Process

Step 1: Initialize the zap in Zapier.

1. Click Make a Zap.

2. Name the new zap.
 

Step 2: In Zapier, configure the trigger event in Trello.

1. In the Choose App step in the pane called Trigger / 1. Set up this step, click the Trello Trello icon.png icon.

2. In the Choose Trigger step, select the action to be performed in Trello.

3. In the Choose Account step, select or create an account.

4. In the Set Up Options step, configure the options as required.
 

Step 3: In Zapier, configure the action to be performed in Service Manager.

1. In the Choose App step in the pane called Action / 2. Set up this step, click the Webhooks Webhooks icon.png icon.

2. In the Choose Action step, select the option called Custom Request.

3. In the Set Up Template step, configure the options for performing the action in Service Manager as required.

4. In the Test this Step step, test the configuration of the action by clicking Create + Continue.
 

Step 4: Enable the zap in Zapier.

1. Click Finish.

2. Enable the new zap using Your Zap is on.

Links to other integrations

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Last modified by Unknown User on 2021/06/09 13:04
Created by Administrator XWiki on 2017/04/07 10:30

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