Trello
Trello integration in Lleverage enables you to automate project management and task organization workflows directly with your Trello boards. Create, update, and manage cards, lists, and boards while handling team collaboration seamlessly within your automated processes.
Key Features
Board management - Create new boards or copy existing ones with custom configurations
Card operations - Create, update, move, and archive cards with detailed properties
List management - Create, rename, and organize lists within boards
Label system - Create, find, and manage labels for card categorization
Checklist handling - Create checklists, add items, and complete tasks
Team collaboration - Search and manage members across boards
Advanced search - Find cards, boards, lists, and labels using specific criteria
Flexible inputs - Support for dropdown selections and manual input with variables
How to Add Trello Integration
Open the Add Action menu using one of three methods:
Click the "Add Action" button in the top left corner
Click on a connection circle on an existing action card
Click and drag from one action to create a connection
Navigate to Trello integration:
Select "External Apps" from the categories
Search for "Trello" in the provider list, or
Scroll down to find Trello in the alphabetical list
Click on Trello to view available actions
Select your desired Trello action from the comprehensive list
How to Connect Your Trello Account
Initial Setup
Click "Connect Trello Account" in any Trello action
Follow the Trello authentication process
Grant necessary permissions for board and card access
Your connected account will be available across all Trello actions
💡 Permissions: Ensure you grant appropriate permissions for the boards and team functionality your workflows require.
How to Configure Trello Actions
How to Manage Boards
Create Board
Connect your Trello account
Enter Name for the new board
Select Organization ID from dropdown (if applicable)
Configure extensive optional properties:
Default Labels: Set up initial label structure
Default Lists: Create standard lists automatically
Description: Add board description
Board Source ID: Copy from existing board
Keep From Source: Retain elements from source board
Power-ups: Enable board extensions
Permissions: Set voting, comments, invitations, self-join, card covers, background, and card aging preferences
💡 Use case: Automatically create project boards for new initiatives, set up standardized board templates, or establish team workspaces with predefined structures.
Search Boards
Connect your Trello account
Enter Query to search for specific boards
Configure optional properties:
Organization IDs: Limit search to specific organizations
Partial Search: Enable partial matching
Board Fields: Specify which board data to retrieve
Board Limit: Control number of results returned
💡 Use case: Locate boards for automated operations, find project boards based on criteria, or audit board structures across organizations.
How to Manage Lists
Create List
Connect your Trello account
Select Board ID from dropdown
Enter Name for the new list
Configure optional properties:
List Source ID: Copy from existing list
Position: Set list placement on board
💡 Use case: Automatically create workflow stages, set up project phases, or establish task categories based on workflow conditions.
Rename List
Connect your Trello account
Select Board from dropdown
Choose List to rename
Enter new Name for the list
💡 Use case: Update list names based on project phases, modify workflow stages dynamically, or maintain current naming conventions.
Find List
Connect your Trello account
Select Board from dropdown
Enter List Name to search for
Configure List Filters:
All (default): Show all lists
Closed: Show archived lists only
Open: Show active lists only
💡 Use case: Locate specific lists for card operations, verify list existence before automation, or find lists matching naming patterns.
Get List
Connect your Trello account
Select Board from dropdown
Specify List ID to retrieve information
💡 Use case: Get list metadata for workflow decisions, retrieve list properties for processing, or audit list configurations.
How to Manage Cards
Create Card
Connect your Trello account
Select Board from dropdown
Enter Name for the new card
Choose List where card should be created
Configure extensive optional properties:
Description: Card details and content
Position: Card placement in list
Due Date and Due Complete: Set deadlines and completion status
Members: Assign team members
Labels: Apply categorization labels
File Attachment: Add files to card
Copy Card: Duplicate from existing card
Address, Location, Coordinates: Add location data
Custom Field IDs: Set custom field values
💡 Use case: Automatically create tasks from form submissions, generate cards from workflow triggers, or set up project tasks with complete details and assignments.
Update Card
Connect your Trello account
Select Board and Card from dropdowns
Configure optional properties to modify:
Name: Change card title
Description: Update card details
Archive: Archive or unarchive card
Members: Modify team assignments
Cover: Update card cover image
Attachment ID: Manage card attachments
List: Move card to different list
Labels: Update categorization
Position: Change card order
Due Date and Due Complete: Modify deadlines
Subscribed: Change notification settings
Address, Location, Coordinates: Update location data
Custom Field IDs: Modify custom fields
💡 Use case: Update task progress, modify card details based on workflow processing, or synchronize external data with Trello cards.
Get Card
Connect your Trello account
Select Board and Card from dropdowns
Configure optional properties:
Custom Field Items: Include custom field data (checkbox)
💡 Use case: Retrieve card information for workflow decisions, get current task status, or extract card data for reporting.
Move Card to List
Connect your Trello account
Select Board, Card, and target List from dropdowns
💡 Use case: Automate task progression through workflow stages, move cards based on completion status, or organize tasks by current phase.
Archive Card
Connect your Trello account
Select Board and Card from dropdowns
💡 Use case: Clean up completed tasks, archive outdated cards, or remove cards when workflows determine they're no longer needed.
How to Search Content
Search Cards
Connect your Trello account
Enter Query to search for specific cards
Configure optional properties:
Boards: Limit search to specific boards
Partial Search: Enable partial matching
Card Fields: Specify which card data to retrieve (All, Badges, Due Amount, etc.)
Card Limit: Control number of results returned
💡 Use case: Find tasks matching specific criteria, locate cards for automated processing, or retrieve cards based on content or properties.
Search Members
Connect your Trello account
Enter Search Query to find team members
Configure optional properties:
Board ID: Limit search to specific board members
Organization ID: Search within organization
Limit: Control number of results
💡 Use case: Find team members for card assignments, locate users for board permissions, or search team directory for automated notifications.
How to Manage Labels
Create Label
Connect your Trello account
Select Board ID from dropdown
Enter Name for the label
Choose Color from dropdown options:
Yellow, Purple, Blue, Red, Green, Orange, Black, Sky, Pink, Lime, or Null
💡 Use case: Create project-specific labels, establish categorization systems, or set up labels for automated card organization.
Find Label
Connect your Trello account
Select Board from dropdown
Set Limit for results (default: 50)
Configure optional properties:
Label Name: Search for specific label
💡 Use case: Locate labels for card assignment, verify label existence before automation, or audit labeling systems.
Remove Card Labels
Connect your Trello account
Select Board, Card, and Label from dropdowns
💡 Use case: Clean up card categorization, remove outdated labels, or modify card organization based on workflow changes.
How to Manage Checklists
Create Checklist Item
Connect your Trello account
Select Board, Card, and Checklist ID from dropdowns
Enter Name for the checklist item
Configure optional properties:
Position: Set item order in checklist
Checked: Set initial completion status
💡 Use case: Add subtasks to cards automatically, create detailed task breakdowns, or populate checklists based on workflow requirements.
Complete Checklist Item
Connect your Trello account
Select Board, Card, Checklist, and Checklist Item ID from dropdowns
💡 Use case: Mark subtasks as complete based on workflow progress, automate checklist completion, or update task status from external systems.
Search Checklist
Connect your Trello account
Select Type: Board or Card
Enter Query to find specific checklists
💡 Use case: Locate checklists for automated updates, find task templates, or search for specific checklist content.
Delete Checklist
Connect your Trello account
Select Board, Card, and Checklist from dropdowns
💡 Use case: Remove completed checklists, clean up card organization, or delete outdated task lists based on workflow conditions.
Understanding Dropdown Behavior
No Options Available
When dropdowns don't contain relevant data, you'll see "No options available" as placeholder text
This applies to all Trello integrations and indicates no matching content in your account
You can still input values manually or use workflow variables
Hierarchical Selection
Board selection affects available lists and cards in subsequent dropdowns
List selection determines available cards within that list
This hierarchical relationship helps maintain data consistency
💡 Flexibility: All dropdown fields also accept manual input and workflow variables for dynamic automation.
Important Considerations
Board, list, and card dropdowns populate based on your Trello account access
Label colors are predefined by Trello's system
Checklist operations require existing checklists on cards
Custom fields require board-level custom field setup
Position parameters control ordering within lists and boards
Archive operations preserve data while removing from active view
⚠️ Permissions: Ensure your Trello account has appropriate permissions for the boards and teams you want to access through workflows.
How Trello Actions Work in Your Workflow
Add the appropriate Trello action based on your project management needs
Connect your Trello account securely
Configure required fields (boards, cards, lists, etc.)
Set optional properties for advanced functionality
Connect the action to other workflow steps as needed
When the workflow runs, the Trello action will execute the specified operation
Board and card data become available as variables for subsequent workflow actions
Common Workflow Patterns
Automated Project Setup
Create boards with standardized lists and labels
Generate cards from external triggers or form submissions
Set up team assignments and due dates automatically
Task Management and Progression
Move cards through workflow stages based on completion status
Update card details from external system changes
Complete checklist items based on automated processes
Team Collaboration and Reporting
Search for cards and boards to generate progress reports
Assign team members based on workflow conditions
Update project status across multiple boards
💡 Best Practice: Use Trello actions to seamlessly integrate project management into your business processes - from automated task creation to progress tracking and team coordination workflows.
Last updated