Example: Integrating the HTTP Target with Trello

What's my plan?

Trello is a popular project collaboration product. Suppose a design project manager wants to use Zendesk to receive and triage new design requests. However, the design team prefers to use Trello to organize and manage work on a daily basis, where each designer has their own list on a Trello board as shown below:

In this example, we will show how to use the flexibility of the HTTP Target in conjunction with custom user field placeholders to enable this workflow.

Setting up the HTTP Target

1. Follow the Trello API documentation to provision a token and key. You will use these to authenticate your HTTP Target with Trello.
2. As a Zendesk admin, navigate to Settings > Extensions > add target .
3. Select HTTP Target
4. Configure your target to perform a POST to the following URL:
   https://api.trello.com/1/cards?key={your key}&token={your token}
5. Save your settings. You’re now ready to configure a trigger notification using this Target.

Setting up a custom user field to link Trello lists to Zendesk agents

For this example, each designer working within Trello will have an agent account in Zendesk. When the program manager assigns a ticket to a designer in Zendesk, we want to assign cards to the corresponding list in Trello. To accomplish this, we'll need to store a Trello list ID on each agent profile to use later when creating cards.

1. Navigate to Settings > Manage > User Fields
2. Create a new custom text field named "Trello List ID" with a field key trello_list_id .
3. Save your settings. This field key will be used later when configuring the HTTP Target. Store Trello list IDs in each agent profile.
   
   

Configuring the HTTP Target as a trigger action

In this example, we’ll configure a trigger to create a new card in Trello and automatically assign it to correct list in Trello, based on the assignee in Zendesk.

1. As a Zendesk admin, navigate to Settings > Business Rules > Triggers
2. In this example, we're configuring the trigger to execute when an agent in the Project Manager group assigns the ticket to one of the designers in the Creatives group.
3. When these conditions are met, we'll send a request to Trello to create a new card based on the assigned agent's Trello list ID. We'll use the ticket's title, URL, and description to populate the contents of the new card.
   
   
4. Save your trigger.

Now, tickets assigned to agents in Zendesk will generate a new card in Trello under the appropriate list.