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Trello App

FreshService Power-Up

Install

Step 1:

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

Trello powerup install

Step 2:

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

Trello powerup install

Step 3:

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

Trello powerup install

Step 4:

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

Trello powerup install

NOTE: You’ll need this new agent’s API key in step #2 of the Trello installation process. Checkout Freshservice’s article on How to Get an API key?

You’ll need this API key in step #2 of the Trello installation process. How to get API key?

Now you’ll be ready to rock!

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

Create a Trello card

Step 1:

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

Trello powerup install

Step 2:

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

Trello powerup install

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.

Trello powerup install

Step 4:

You can edit the Trello card name directly from your Freshservice platform.
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 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.

Trello powerup install

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.

Trello powerup install

Step 8:

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

Trello powerup install

Step 9:

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

Trello powerup install

Step 10:

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

Trello powerup install

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.

Trello powerup install

Atach Trello Card

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.

Trello powerup install

Step 2:

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

Trello powerup install

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.

Trello powerup install

Step 4:

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

Trello powerup install

Step 5:

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

Trello powerup install

Step 6:

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

Trello powerup install

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.

Trello powerup install

View Trello Card Information

Step 1:

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

Trello powerup install

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.

Trello powerup install

Step 3:

Click on the desired Trello card to consult.

Trello powerup install

Step 4:

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

Trello powerup install

Step 5:

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

Trello powerup install

Step 6:

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

Trello powerup install

Contact us

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

Install

Step 1:

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

FreshService powerup install

Step 2:

Access the gear icon to configure your Freshservice Power-Up. You’ll need to input:

  • The URL of your Freshservice instance.
  • The API key of the Freshservice agent you choose to connect the PowerUp with.
FreshService authorize

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

You’ll need this API key in step #2 of the Trello installation process. How to get API key?

Now you’ll be ready to rock!

Start linking or creating Freshservice tickets directly from your Trello cards.

Attach a Ticket

Step 1:

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

Trello powerup install

Step 2:

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

Trello powerup install

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.

Attach ticket by URL

Insert a valid ticket URL and click attach

Insert a valid ticket URL and click attach

2. Search ticket

Select this option to search for Freshservice tickets.

Trello powerup install

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

Trello powerup install

Step 4:

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

Trello powerup install

Step 5:

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

Trello powerup install

Create a Freshservice Ticket

Step 1:

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

Trello powerup install

Step 2:

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

Trello powerup install

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.

Trello powerup install

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.

Trello powerup install

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
Trello powerup install

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
Trello powerup install

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.

Trello powerup install

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.

Trello powerup install

Step 9:

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

Trello powerup install

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
Trello powerup install

Go to Freshdesk instance

Click on the Freshservice menu button. You’ll only be able to access the freshservice instance if you’re an agent.

Trello powerup install

View ticket information

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.

Trello powerup install

Step 2:

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

Trello powerup install

Step 3:

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

Trello powerup install

Contact us

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