Sanjeev Mansotra - New to Trello | Query on Steps for Integration

Sanjeev Mansotra
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September 23, 2024

Hello to the community people, my name is Sanjeev Mansotra. I'm new to Trello and facing some sort of query. Can anyone help?

How can I automate task dependencies across multiple Trello boards using Butler automation and webhooks, ensuring that when a task on one board is marked as complete, the related task on a separate board automatically progresses to the next stage? Additionally, how can I integrate third-party services like Slack or Google Sheets to notify team members and update related data when these dependencies trigger?

Waiting for your response!

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Brittany Joiner
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September 24, 2024

@Sanjeev Mansotra it completely depends how you have your boards set up and how you relate the cards together. 

What i'd recommend is having the cards linked together (which you can do through automation, or just manually add a link to the related card when you make a duplicate).

And then for the updates, you'll create an automation that watches for whatever the "complete" trigger is on one board (ie, when a card is moved to list "done"), and then use the Cascade actions to find the first card linked in the attachments and then choose the move action to move that card to another stage or list. You could also add an action that then posts a slack message in a channel or sends a DM. 

You might find Automation Variables helpful here as well.

As far as Google Sheets, you'll likely need to use something like Zapier to set up an automation between Trello and Google Sheets.

Brittany Joiner
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October 29, 2024

@Sanjeev Mansotra if this was helpful, would you mind clicking the Accept Answer button so folks who are looking for the same know there's an answer in here? 

Also, you might be interested in joining the Trello Trailblazers Atlassian Community Events chapter! We have events each month talking about how to do cool things in Trello: https://ace.atlassian.com/trello-trailblazers/

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milynnus
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September 24, 2024
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Sanjeev Mansotra
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October 7, 2024

Thank you for solving my query!

Brittany Joiner
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October 14, 2024

@Sanjeev Mansotra mind accepting the answers above if it helped? This will show others who are looking for the same thing that there's an answer in here!

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