Take a look at our documentation

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Install

Step 1:

Go to the Trello app. Click on the install button to start the process of adding the app to your Freshdesk instance.

Trello powerup install

Step 2:

A Trello pop-up will appear. Allow Freshdesk to access your Trello information by clicking on “allow” button.

Trello powerup install

Step 3:

Last but not least, you’ll need to create a new Agent in Freshdesk named “Trello Agent”

Trello powerup install
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You’ll need this new agent’s API key in step #2 of the Trello installation process. How to Get an API key?

Now you’ll be ready to rock!

Start linking cards from Trello or creating new ones directly from your tickets.

Create Trello card from Freshdesk using Trello app

Create a card

Step 1:

Access the ticket of your preference and go to the Trello App in the right sidebar.

Trello powerup install

Step 2:

Click on the “Create a card” button.

Trello powerup install

Step 3:

A modal will appear to start the ticket creation process. It will have the default Subject as the title of the Freshdesk ticket and the description as well.

Trello powerup install

Step 4:

You can edit the Trello card name.

The subject field has a 190 characters limit.

Trello powerup install

Step 5:

You can edit the description for the new Trello card.

The description field has a 16,384 characters limit.

Trello powerup install

Step 6:

Select a Trello board to create the ticket in it. There will appear the last board used, but you can also search for a board by typing the board name.

Trello powerup install

Step 7:

Select a list from the Trello board to create the ticket in it. There will appear the first five lists, but you can also search for a board by typing the board name.

Trello powerup install

Step 8:

Click on the “Create” button to finish the card creation process.

Trello powerup install

Attach a card

Step 1:

Access the ticket of your preference and go to the Trello App in the right sidebar.

Trello powerup install

Step 2:

Click on the “Link a card” button.

Trello powerup install

Step 3:

Select the board you want to link the ticket from. You can select one of the board that are displayed or search for the board by name.

Trello powerup install

Step 4:

Select the list you want to search for the card to link.

Trello powerup install

Step 5:

Select the card you want to link to the Freshdesk ticket.

Trello powerup install

Step 6:

Click on the “Link” button to finish the process of linking a card.

Trello powerup install

Access more information about a Trello card

Step 1:

Access the Trello app in the ticket of your preference

Trello powerup install

Step 2:

Search for the Trello card linked to your ticket that you want to access information.

Trello powerup install

Step 3:

Click on the desired ticket to access more information.

Trello powerup install

Step 4:

More information about the ticket will be displayed in a dropdown.

Trello powerup install

Step 5:

Click on the “View in Trello” link to access the Trello card directly on Trello.

Trello powerup install

Step 6:

You’ll be sent to the Trello card in Trello.

Trello powerup install

Contact us

Still can’t find what you were looking for? Contact us.