Adding a Trello Card using Desk.com

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Introduction: Using Trello to Add an Agile Card

The Desk.com Trello App allows you to add an task card to your Trello account when an event happens in Desk.com that might require an external workflow (Please Note: This integration cannot update Cards once they are created). For example, when your customer sends back a specific suggestion that you need to research and implement using an external process to Desk.com.

Setup

Getting started with your Desk.com App to create a Trello card requires a Trello account. To start Go to yourdesksite.desk.com/admin/apps, click the Trello button (you'll see an image like the one below) and agree to the Terms of Service.
 
 
If you don't already have a Trello account you can set one up at Trello.com.
 

Accounts

A Desk.com App Account is the name you'll use to refer to this Custom Account when you use it in Actions and Rules.
 
You'll need to set a name for this account and authenticate using oAuth to your existing Trello Account.

Now, we'll configure Desk.com to create Trello cards using your Trello account. Note: You'll need to tell Trello who to contact and how to escalate the message - you make this configuration in Trello itself.)
 

Actions

 
An Action is the actual message you'll be configuring to send through Desk.com to your Trello Account when a Rule fires that matches the conditions you set.
 
An example of an action is the following - you can add Liquid variables (like {{case.id}}) to provide dynamic information about the current case and add it to the Trello card:
 
 
When fired, this Action will use the Trello App to create a card in your Trello Account. To trigger this action, we'll need to attach it to a rule in Desk.com.
 

Rules

 
Business rules in Desk.com allow you to act without Agent intervention when certain conditions occur at Events specified for a case.
 
Here's an example rule, run on a "Case Updated" event:
 
 
A Business Rule fires when a Certain Event occurs (e.g. a Case is Updated) and the conditions specified for that case evaluate to be true. In our example, we'll fire the rule to post the Case Updated message on an Updated Case Interaction with an All Condition requiring the label "Send to Trello", and then remove that label at the conclusion of that rule so that the Trello Message will not be sent until that label is added again.
 
In addition, this rule will run at any time (not just during Business Hours). (You can use the Advanced Edit to make sure your rule is enabled, and you can also view this rule in the Admin > Case Management > Rules section of Desk.com's Admin.)
 

What happens when everything works?

When you update a case in Desk.com by adding the label "send to Trello", the Rule will evaluate to be true, and the Action will fire to create a Trello Card using your Trello account with the contents of your customer's suggestion. You can then manage the workflow to resolve that Trello Card using your Trello Account.