Automatically generate Trello cards from Slack/Cisco Webex Teams with webMethods.io Integration

Overview

This step-by-step tutorial will guide you through the process of creating a webMethods.io Integration workflow that automatically generates Trello cards based on specific keywords found in your Slack or Cisco Webex Teams messages. Whether it’s a new feature request, a bug report, or simply an action item, this integration will help your team stay organized and on top of things.

Prerequisite:

  1. webMethods.io Integration tenant – sign up here for a free trial if you’re new (use the advanced sign up form for more options).
  2. Slack or Cisco Webex Teams account
  3. Trello account

Steps to follow

Login to your webMethods.io Integration tenant, create a new project, or choose an existing one. Go ahead and get started by creating a blank workflow. If you need a refresher on how to get to this point, this guidecan be a great introduction.

Set up a trigger action

Slack

To set up a trigger action, click on the small setting icon on the Start step and choose the Slack trigger.

Select New message in a Private Channel as a trigger and complete the authorization – connect webMethods.io Integration with your Slack account. Choose a Channel ID.

Click Save. You should see the test trigger window.

To test your trigger, you need to perform the trigger action. Post a message in your Slack channel.

Go back to the webMethods.io Integration workflow and click Test. You should see the output data from the trigger which webMethods.io Integration will use to configure and test the rest of the workflow. Click Done.

Cisco Webex Teams

In the same way, you can set up a trigger action for the Cisco Webex Teams app - click on the small setting icon on the Start step and choose the Cisco Webex Teams trigger.

Select New message as a trigger and complete the authorization – connect webMethods.io Integration with your Cisco Webex Teams account. Choose a space and user if needed. Perform the test action.

Note: The workflow takes messages only starting with the word Trello and It captures the text of the message as a description of the card in Trello.

Set up Switch cases

Now we need to set a check whether the message starts with the Trello word. Search for the Switch action and add it to the canvas with the drag and drop feature. This automatically connects with the previous step.

Switch action

Let’s set up the first case – if the message starts with Trello. Search for the Trello connector and add it to the canvas with the drag and drop feature. This automatically connects with the Switch action.

Now hover over the case 1 arrow and click on the gear icon – this will open the condition window:

Drag and drop the message text from the Incoming data panel on the left into the Input field. Set the Condition field to Starts with and type Trello in the Expected field.

Here you can set other conditions as well such as the message contains a particular word (use Contains condition), matches a string, etc. Click Done.

Now let’s set up the default case – just connect the Switch connector to the Stop step, hover over the case 2 arrow and click on the gear icon – this will open the condition window:

Default case

From the Select Case drop down menu select Default. Click Done.

Configure Trello connector

Now you can proceed with the Trello action configuration - click on the small settings icon on the Trello connector, select Add card as action and complete the authorization – connect webMethods.io Integration with your Trello account.

Click Next.

Type the title in the Card name field, choose Board and List ID and fill out the Description field - use the Incoming data panel to include message information received from the trigger output:

Click Next and then Done. Connect the Trello connector to the Stop step. Don’t forget to save your workflow.

Test the workflow

Now, we are ready to test the workflow. You can run the workflow using the play button in the right upper corner and review the result.

If you have configured the workflow correctly, you should see the newly created Trello card in your board:

Now every time a new message starting with the word Trello is posted in your Slack board, a new Trello card will be added to your project. Please note that this may take some time.

Monitor workflow execution

At the bottom-left corner of the screen you can find the Execution history of the workflow:

From here you can monitor the execution status and view error details if needed:

Please note that workflow execution logs must be enabled from the workflow execution settings:

Execution settings

Related articles

For more webMethods.io Integration workflow examples involving Trello application, refer to the following articles:

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