Trello integration
Project management tool for teams. Use Trello from Zoft voice agents, chat agents, workflows and AI employees.
- Username and password
- 9 actions
- 3 triggers
- Starts with
Card Deadline - ZoftAgent or workflow decides what happens next
- Then in TrelloCreate Card
- AndAdd Card Attachment
Zoft + Trello
What Zoft can do with Trello.
- 01Voice agentsA phone agent can use Trello actions such as Create Card and Add Card Attachment during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Trello while it talks to the customer.
- 03WorkflowsStart a workflow when “Card Deadline” happens in Trello, or use Trello as any step on the canvas.
- 04AI employeesAn AI employee can find and use Trello actions on its own, and ask for your approval before it sends or changes anything important.
Actions 9
Things Zoft can do in Trello.
- Get CardGets a card by ID.
- Create CardCreate a new card in Trello
- Delete CardDeletes an existing card.
- Update CardUpdates an existing card.
- Custom API CallMake a custom API call to a specific endpoint
- Add Card AttachmentAdds an attachment to a card.
- Get Card AttachmentGets a specific attachment on a card.
- Get All Card AttachmentsGets all attachments on a card.
- Delete Card AttachmentDeletes an attachment from a card.
Triggers 3
Events in Trello that can start a workflow.
- Card DeadlineTriggers at a specified time before a card deadline.
- New CardTrigger when a new card is created
- Card Moved to listTrigger when a card is moved to the list specified
Setup
Connect Trello in three steps.
- 01ConnectChoose Trello in Connections and enter the username and password for your Trello account.
- 02Put it to workAdd Trello as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Trello on Zoft, answered.
What can Zoft do with Trello?
Zoft supports 9 actions and 3 triggers for Trello. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Trello to Zoft?
Choose Trello in Connections and enter the username and password for your Trello account.
Can a voice agent or chat agent use Trello?
Yes. Once Trello is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Trello without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.