Skip to content
Voice LogicaVoice LogicaDocs
EN
Open app

Trello

3 min read
Copy as Markdown
View as MarkdownOpen the raw .md file.md

Trello turns a phone call into a card on the right board. The agent can file a request as a new card, move a card when a caller confirms something, assign a team member, or read back what is already on a card. Integrations - Catalogue - Trello - Connect opens Connect Trello. One connection is shared by the whole company and reaches every board the authorizing Trello member can see.

What you need before you start

Section titled “What you need before you start”
  • A Trello account that is a member of the boards the agent should work on. A dedicated team member account is a good choice, because cards and comments the agent creates appear under that member.
  • Nothing else. Voice Logica uses its own Trello app key unless you choose to use yours.

What you enter

Section titled “What you enter”
Member tokenREQUIRED
The token Trello shows after you click Authorize with Trello and approve access.
Account label
A name for the connected card, for example the team or account name.
API key
Under Use your own Trello API key. Leave blank to use the shared Voice Logica key. Fill it only if you created your own Power-Up API key in Trello.

First setup

Section titled “First setup”
  1. Integrations - Catalogue - Trello - Connect.
  2. Click Authorize with Trello. Sign in to Trello in the new window and approve access.
  3. Copy the token Trello shows, paste it into Member token, click Test connection, then Connect.
  4. Open My Agents - your agent - Skills - Tools & Workflows, turn the Trello tool on and open its settings.
  5. Pick the operations. List boards, List lists on a board and Create card are ticked by default.
  6. Under Allowed boards, pick the boards this agent may use. Click Refresh boards if a new board is missing. Leave it empty to allow every board the connected member can see.
  7. Save the agent.
  8. Prove it: call the agent and ask it to log a request. Check that the new card appears in the expected list.

What the agent can do

Section titled “What the agent can do”

Read

  • List boards, the lists on a board, and the cards on a board or in one list.
  • Open a card by its id or short link and read its details.
  • Search cards by free text.
  • Read the latest comments on a card.
  • List the members of a board before assigning someone.

Write (only the operations you enabled)

  • Create a card in a list with a title and description.
  • Rename a card, rewrite its description or set its due date.
  • Move a card to another list or board.
  • Add a comment to a card.
  • Assign or remove a member on a card.
  • Attach a file to a card from a web link.

Troubleshooting

Section titled “Troubleshooting”
Test connection fails after pasting the token

Copy the token again from the Trello authorize page, without spaces. If you filled API key under Use your own Trello API key, the token must be created for that same key. A token from Authorize with Trello belongs to the shared Voice Logica key, so clear the API key field or create the token with your own key.

The agent says it cannot find a board

The board is either outside Allowed boards on the agent, or the connected Trello member is not a member of it. Add the member to the board in Trello, then click Refresh boards on the agent and save.

Next Steps

Section titled “Next Steps”
Get an integration working - the company connection, then the agent tool.Jira - for ticket-based support.ClickUp - for task lists and caller identification.