– **Integrating Slack and Trello**: Streamline your workflow by connecting Slack to Trello using Zapier.
– **Zapier**: An online automation tool that connects your favorite apps, such as Slack and Trello.
– **Slack ‘Save Message’ Feature**: Use this to highlight important messages that you want to track or follow up on.
– **Trello Cards**: Organize tasks, ideas, and projects into cards on Trello boards.
– **Automated Workflow**: Set up a Zap to create a Trello card from a saved message in Slack automatically.
– **Step-by-Step Guide**: The article provides a detailed guide on setting up the integration.
– **Benefits**: Save time, reduce the chance of forgetting tasks, and keep your team aligned.
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In the bustling digital workspace, keeping track of tasks and messages can be as tricky as herding cats. But fear not, tech aficionados! You can now marry the organizational prowess of Trello with the chatty efficiency of Slack, all thanks to the digital cupid known as Zapier. Here’s how you can make your work life a tad bit easier by creating a Trello card every time you save a message in Slack.
First, you’ll need to cozy up with Zapier, the maestro of app integration. Once you’ve logged in, create a new ‘Zap,’ which is Zapier-speak for an automated workflow. Choose Slack as the trigger app and pick the ‘New Saved Message’ trigger event. This means every time you hit that little star on a Slack message, you’re one step closer to organizational bliss.
Next, you’ll need to give Zapier a friendly handshake with your Slack account. Don’t worry; it’s not the kind of handshake that turns into an awkward hug. It’s just a quick authorization to let Zapier access your saved messages.
Now, let’s talk about the action – because what’s a hero without an action scene? Set Trello as the action app and select ‘Create Card’ as the action event. This is where the magic happens. You’ll be asked to specify the board and list where your new card will be born. You can also customize the card title and description, perhaps using details from the saved Slack message.
After you’ve tailored the action to your heart’s content, test the Zap to ensure it’s working correctly. If you see a new Trello card pop up from your saved Slack message, you’ve just scored a productivity goal!
Finally, turn on the Zap and let it run free. From now on, every time you save a message in Slack, a Trello card will automatically be created. It’s like having a personal assistant who’s always on the ball, except you don’t have to buy them a coffee.
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In summary, connecting Slack to Trello via Zapier can significantly streamline your workflow. By automating the creation of Trello cards from saved Slack messages, you ensure that important tasks are captured and actioned upon, reducing the risk of them slipping through the cracks.
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Now, for my hot take: This integration is a game-changer for the chronically disorganized and the ultra-organized alike. It’s like peanut butter and jelly – separately, they’re good, but together, they’re a masterpiece of efficiency. For businesses, this means less time spent on manual entry and more time conquering the world (or at least your inbox). So go ahead, give it a whirl, and watch your productivity soar like an eagle on a caffeine buzz.
Original article: https://zapier.com/blog/how-to-create-trello-card-from-saved-slack-messages