Introduction
Connect Trello to Sana to search, create, and manage boards, lists and cards. Stay on top of your projects, move cards between lists and collaborate with your team without leaving Sana. In summary, the connector has the following key characteristics:
Category: Project management
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search boards |
Create boards |
Search lists |
Create lists |
Update lists |
Search cards |
Create cards |
Update cards |
Add comments |
List labels |
Create labels |
Manage checklists |
Search members |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Trello. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Add attachment to card |
Add checklist |
Add comment |
Add existing label to card |
Add member to card |
Archive card |
Complete checklist item |
Create board |
Create card |
Create checklist item |
Create label |
Create list |
Delete checklist |
Find labels |
Find list |
Get board |
Get card |
Get cards in list |
Get cards on board |
Get list |
Get member |
List boards |
Move card to list |
Remove label from card |
Rename list |
Search boards |
Search cards |
Search members |
Update card |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
read | Read your data in Trello |
write | Write data to your Trello |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Trello in the list of available integrations
Scroll to the Available integrations section and locate Trello.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Trello and approve the requested scopes
You'll be redirected to Trello to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Trello account. Click Continue to complete the setup and start using the connector.
Known limitations
Boards: The connector can create and read boards but cannot update them.
Labels: Label definitions can be created, but not updated or deleted. Labels can be removed from cards.
Checklists: Checklists are not supported.
Comments: Comments can only be added — existing comments cannot be edited or deleted.