Setting up Zendesk for Trello Integration Follow

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19 comments

  • Avatar
    Ben Speich

    Question. Can I add closed tickets to a trello board? I am in Zendesk trying to add a ticket and on the closed tickets i get an error.

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    Ian Christopher B. de Jesus

    Hi Ben,

    Can you give me the steps on how you are trying to add a closed ticket to Trello? As an alternative, you can create a ticket view with the condition of the ticket status = closed. You can then attached this view in your Trello board to view closed tickets.

    Thanks!

    Ian

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    James

    @ Ian - Is there any plan to allow a comment made on a Trello card to be added to the ZenDesk ticket?  Perhaps a user could designate to 'add comment to ZenDesk ticket' which would then post as a card comment and add an internal comment to the ZenDesk ticket. 

    Thanks!

    James

  • Avatar
    Ian Christopher B. de Jesus

    Hi James,

    Yes that feature actually makes sense. Trello, however, built and maintains this integration so ti would be best to contact them at this link to request this feature.

    Thanks!

    Ian

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    James

    Thanks Ian.  I'll submit a feature request to Trello.

    Thanks!

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    Max Chew

    Have a question, how can we query via Insights such fields of Trello APP:

    • Trello Card
    • List
    • Due Date

    When using Insights on report creation, there is "Trello Card ID", but its list of values only "-".

    Is this somehow linking to Trello APP's "Trello Card" field?

     

    Thanks in advance.

  • Avatar
    Jessie - Community Manager

    Hi Max! Welcome to the Community!

    Fields from the Trello app itself won't be imported into Insights; you would need to create custom ticket fields to have that info available to report on. Bear in mind that dropdown fields and check box fields are the only ones that will get sent to Insights.

    Hope that helps!

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    Max Chew

    Hi Jessie,

    Thanks for reverting, still learning on ZenDesk.

    Is there anyway to "automate" for having the Trello app able to "feedback"/"integrate-back to ZenDesk via dropdown/check-box fields you mentioned?

    Are text fields able to process by Insights, e.g, for above scenario?

    If we using HTTP POST example, is possible to have automation to pull back details from Trello for the new card created as example?

    Thanks.

  • Avatar
    Jessie - Community Manager

    Hi Max!

    I'm not totally sure how to answer your questions, so I'm going to see if I can find one of our Community moderators to help you.

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    Heather Auxier (Edited )

    Hi, I have been using the Trello integration for months now and suddenly it has logged me out and when I click "Sign in to Trello", I keep getting an error: "This request came from an unauthorized domain".

     

    How can I fix this?

     

    UPDATE: It's working again and I was able to log in!

  • Avatar
    Jessie - Community Manager

    Welcome to the Community, Heather! I'm so glad you got it working!

    Let us know if you need anything else. :)

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    Emily Griffis

    Hey! Is there any way to automatically add a tag to the Zendesk ticket once a Trello card has been linked? I'm finding that the tag called "access" is automatically being added but I can't figure out where to change this... thanks!! 

  • Avatar
    Jessie - Community Manager

    Hi Emily!

    There isn't anything in the app settings that allow you to specify the tag that's automatically added. However, I installed it in my test instance and I see that there's now a Trello Card ID condition available in Triggers. So what you can probably do it set up a trigger so that when a ticket is updated and a Trello Card ID is present on the ticket, the tag you want is added to the ticket.

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    Emily Griffis

    Thank you! I will give that a try :) 

  • Avatar
    Jeff Yager

    I am trying to figure out how to create an automation that adds a trello board link to a ticket if the organization is set to a specific org.  

    It looks like I can set other custom fields in a ticket, but not that one?  

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    James

    Jeff - Is the trello board link a static URL ?  Does that need to be added or displayed in a custom field or as an internal comment on the ticket? 

  • Avatar
    Jeff Yager

    Yes, it's a static URL.  Basically, I have a Trello card with a unique URL for every organization.  I want to add that URL to each ticket for that organization so that when i'm viewing that ticket I can also view that organization's Trello card in the Trello App integrated in Zendesk.

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    James

    So, when you say "add that URL to each ticket" does that mean add an internal note referencing that URL or have that url noted in a custom field?  Thinking it thru, if you had a dropdown field that was either 'not on trello' or 'trello.com/boardname - then on ticket create or update a trigger could check for the organization and then update that dropdown field accordingly.  Or, if you'd rather have an internal note added to the ticket with that URL then you can set a trigger condition on create or update where organization is xyz then make an HTTP Target that adds an internal comment.  You could also have a text field where the URL is added via HTTP Target rather than the internal note.  Am I on the right track? If so, let me know the desired end result of how/where that URL should be listed within the ticket and I can help a bit more. 

  • Avatar
    Jeff Yager

    Hi James,

    You're close.

    We have a trello board card for each of our customer organizations.  When a new ticket comes into Zendesk, and it gets assigned to an organization properly, I would like to be able to view that organization's trello board card while viewing and updating that ticket.  See screen shot.

    My understanding is that the way the Trello App knows which card to display is the link to that card needs to be in the ticket field called "Trello Card ID".  This field was automatically created when installing the app.  See next screenshot..

     

    My desire is to automatically fill in that ticket field (a blank string field) with the proper organizations Trello card automatically.  However, the automation feature doesn't allow me to update that Ticket field.  See screenshot:

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