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 SaaS mode project management tool (Project Portfolio Management) inspired by Toyota’s Kanban method. This integration uses the Zapier tool to allow you to carry out 2 types of integration between Product name - ev itsm.png and Trello:

  • Carry out actions in Trello from a workflow or business rule Product name - ev itsm.png - Open url.png see Integration Process no. 1

    Example documentation icon EN.png  Validation of a change in SAP software, in a Product name - ev itsm.png change management workflow step, entails using Trello to create a new card with the change request number as its name. This is used by the Design and Development division, in a list of Validated SAP Change Requests from a SAP Development Follow-Up board.

  • Create actions in Product name - ev itsm.png using Trello -  Open url.png see Integration Process no. 2

    Example documentation icon EN.png  Creation of a new card in Trello, in a New training courses list from a New training catalog board used by the Human Resources department entails creating a Analyze new training service request within Product name - ev itsm.png, with the description of the Trello card.

     
Integration Data Feed (direction) Authentication Type Integration Connector Options

Product name - ev itsm - big.png

Up and Down arrow.png

Logo - Zapier.png

Up and Down arrow.png

Logo - 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)

Product name - ev itsm.png SaaS

Product name - ev itsm.png On-premise

Check icon.png

Check icon.png

SaaS Version of Third-Party Product

On-premise Version of Third-Party Product

Check icon.png

N/A

Step-by-Step Integration Process

   Open url.png see Zapier integration for the detailed Process of  two-way integration between Product name - ev itsm.png and third party services supported by Zapier

   Open url.png see also: Workflows and Business rules, REST web services, API REST - Configuration of types of action
 

Process no. 1: ev|Service Manager to Trello

Process no. 1: Use a Zap with a Zapier REST action in an Product name - ev itsm - big.png workflow or business rule to carry out actions in Trello

Step 1: In Zapier, initialize Zap (trigger in Product name - ev itsm.png)

  • Choose App step: Click on the Webhooks Webhooks icon.png icon.
  • Choose Trigger step: Select the Catch Hook option.
  • Copy the URI provided by Zapier, useful for step 2.
             Example documentation icon EN.png  https://hooks.zapier.com/hooks/catch/799810/mtmjbz/
  • Before finalizing and testing this step, step 2 must be finalized and the Webhook must be used (running of REST action).
     

Step 2: In Product name - ev itsm.png, create a Zapier REST action in a workflow or a business rule

   Open url.png see procedure How to configure a REST action type for a new service

  • Create a new connection to the Zapier service.
  • Create a new resource for the Zapier service.
  • Add a REST action using the connection and the resource created previously.
     

Step 3: In Zapier, finalize Zap (action in Trello)

  • Choose App step: Click on the Trello Trello icon.png icon.
  • Choose Action step: Select the action that corresponds to your need.
             Example documentation icon EN.png  Create Card action
  • Set Up Template step: Configure the options to respond to your needs

    Caution: In order to configure the Template using the values in the fields originating fromProduct name - ev itsm.png (e.g.: rfc_number, description) to change them in Trello, the Webhook (step 1) must be used at least once. For this to happen, the Zapier workflow or business rule REST action Product name - ev itsm.png must be used at least once.

  • Activate your Zap by clicking on [ YOUR ZAP IS ON ].

Process no. 2: Trello to ev|Service Manager

Process no. 2: Use a ZAP with Product name - ev itsm - big.png REST API to carry out actions in Product name - ev itsm - big.png from Trello

Step 1: In Zapier, initialize Zap (trigger in Trello)

  • Choose App step: Click on the Trello Trello icon.png icon.
  • Choose Trigger step: Select the action that corresponds to your need.
             Example documentation icon EN.png  New Card action
  • Set Up Options step: Configure the options to respond to your needs
     

Step 2: In Zapier, finalize Zap (action in Product name - ev itsm.png)

  • Choose App step: Click on the Webhooks Webhooks icon.png icon.
  • Choose Action step: Select Custom Request option.
  • Set Up Template step: Configure the options to respond to your needs
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Last modified by Unknown User on 2017/06/06 22:28
Created by Administrator XWiki on 2017/04/07 10:30

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