Step 1:

In your Frehservice dashboard, navigate to Admin > Apps and click on the “Get More Apps” button.

Step 2:

Look for the “Trello app” and install the integration to your Freshservice instance by clicking on the “Buy App” button.

Step 3:

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

Step 4:

After allowing Trello access, you’ll be redirected to the app’s setup page

• Fill out the Freshservice authentication with the Freshservice domain and an the Trello Agent’s API key.

• Choose the notifications settings you prefer so you can get a notification within the ticket when an action is made in a Trello card linked. You can choose to receive no notifications or receive them as a private or public note.

NOTE: You can save and come back later to finish up the notifications settings.

Step 5:

Click on the Save button to finish up the installation process. You can finish up the notifications settings latter.

Step 6:

You’ll need to create a new Agent in Freshservice named “Trello Agent” for next configuration. This new agent is optional. You could also use an admin’s API key to connect to your Trello boards, but you’ll need to share this information and all notifications will be under this agent’s name.

Step 1:

Go to the Admin menu and then click on the Apps option.

Step 2:

Click on the Reauthorize button in the Trello app.

Step 3:

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

Step 4:

After allowing Trello access, you’ll be redirected to the app’s setup page.

• Fill out the Freshservice authentication with the Freshservice domain and an the Trello Agent’s API key.

• Choose the notifications settings you prefer so you can get a notification within the ticket when an action is made in a Trello card linked. You can choose to receive no notifications or receive them as a private or public note.

NOTE: You can save and come back later to finish up the notifications settings.

Step 5:

Click on the Save button to finish up the installation process. You can finish up the notifications settings latter.

Step 1:

Access an incident ticket of your preference and go to the Trello App button in the right sidebar of your Freshservice dashboard.

Step 2:

Click on the “Create a card” button under the Trello app section.

Step 3:

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

Step 4:

You can edit the Trello card name directly from your Freshservice platform.
The subject field has a 190 characters limit.

Step 5:

You can edit the description for the new Trello card.
The description field has a 16,384 characters limit.

Step 6:

Select a Trello board to link the Freshservice ticket in it. It defaults to the last Trello board used, but you can also search for a Trello board by typing the board name.

Step 7:

Select a list from the Trello board to create the ticket in it. You’ll see the first five lists, but you can also search for a list by typing the Trello list name.

Step 8:

Assign members and select the labels for the Trello card being created.

Step 9:

Set a due date for the Trello card created. You can set up date and time for it.

Step 10:

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

Step 11:

After receiving a notification that the Trello card has been created, the Trello card should be created in the Trello board and appear inside the Trello app section inside the Freshservice ticket.

Step 1:

Access the Freshservice ticket you’d like to add to an existing Trello card and go to the Trello App in the right sidebar of your Freshservice platform.

Step 2:

Click on the “Link to an existing card” button.

Step 3:

Select the Trello board you want to link the Freshservice ticket to. You can select one of the boards displayed, or search for the Trello board by name.

Step 4:

Select the list you want, and look for the Trello card to link to.

Step 5:

Select the Trello card you want to link to the Freshservice ticket.

Step 6:

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

Step 7:

After receiving a notification that the Trello card has been linked, the Trello card should appear inside the Trello app in the ticket and be linked in the Trello card as well.

Step 1:

Access the Trello app in the Freshservice ticket of your preference.

Step 2:

Search for the desired Trello card to consult. Under the Trello app section, you’ll see every Trello card linked to the Freshservice ticket.

Step 3:

Click on the desired Trello card to consult.

Step 4:

More information about the Trello card will be displayed in a drop-down.

Step 5:

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

Step 6:

You’ll be sent to the Trello card in Trello. Inside that card, you’ll also have the Freshservice ticket information available.

Step 1:

In your Frehservice dashboard, navigate to Admin> Apps and click on the “Get More Apps” button

Step 1:

Go to the Trello card you want to link a ticket to and click on the “Freshservice” button.

Step 2:

A drop down menu will be displayed. Click on the “Attach an Incident Ticket” option.

Step 3:

You’ll have two options to attach incident tickets to your Trello cards:

1. By URL

Attach a ticket by inserting the ticket’s URL.

Insert a valid ticket URL and click attach

2. Search ticket

Select this option to search for Freshservice tickets.

A search ticket modal will appear. You’ll be able to filter by priority and/or status:

Step 4:

Select the Freshservice incident tickets you want to attach to your Trello card, then click on “Attach” button to finish up.

Step 5:

The attached ticket will appear linked in your Trello card in the “Freshservice Tickets” space.

Step 1:

Go to the Trello card you want to link a ticket to and click on the “Freshservice” button.

Step 2:

A drop down menu will be displayed. Click on the “Create a Ticket” option.

Step 3:

A modal will appear to fill the requirements to create a new incident ticket. It will have the default Subject as the title of the Trello card but you can edit it to your preference.

The subject field has a 257 characters limit.

Step 4:

You need to select a requester’s name - email. The requester’s name is a required field to create the new incident ticket.

Step 5:

You need to select a priority for this new Freshservice ticket. The priority is a required field to create the new ticket.

You can select the following options:

• Low
• Medium
• High
• Urgent

Step 6:

You need to select a status for the ticket. The status is a required field to create the new Freshservice ticket.

You can select the following options:

• Open
• Pending
• Resolved
• Closed

Step 7:

Also, you’ll need to add a description for the ticket. If your Trello card already has a description, it will appear as default. But you’ll be able to edit it. This is also a required field.

The description field has a 7,000 characters limit.

Step 8:

The next step is to select an agent to assign the Freshservice ticket to. The field is not required, it is an optional field.

Step 9:

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

Step 10:

The created ticket will appear linked your Trello card in the “Freshservice Tickets” space. You’ll be able to see the following information::

• Ticket number
• Ticket name
• Short description (up to 100 characters)
• Agent assigned to ticket
• Due date
• Status

Step 1:

Access your Trello card. Here you’ll see the Freshservice ticket’s name, part of the description of the ticket, the support agent assigned to it, the due date and the status.

Step 2:

Click on the “View Details” link to access more information about the ticket.

Step 3:

A modal will appear showing all the ticket description as well as the information displayed in the Trello card.