Trello - Relevance AI Documentation

Enhance your day-to-day team and personal coordination with the Trello integration for Relevance AI.

Trello is a flexible personal productivity and work management tool that helps individuals and teams visually organize tasks, ideas, and workflows using boards, lists, and cards. It’s designed to adapt to a wide range of use cases — from planning daily to-dos and tracking habits to managing team coordination or creative pipelines. With its drag-and-drop interface, customizable labels, and integrations with tools like Slack, Google Drive, and now Relevance AI, Trello makes it easy to stay on top of work, whether you’re managing solo projects or collaborating asynchronously.

The Trello integration in Relevance AI was built by Relevance AI, and is therefore supported by our team, not Atlassian (Trello’s parent company). If you have a question / issue with using Trello in Relevance AI, please reach out to our support team. If you have a question / issue that is only about Trello, you can reach out to Atlassian support.

Connect the integration

Setting up the Trello integration with Relevance AI is straightforward:

Navigate to the Integrations & App Keys section in your Relevance AI dashboard
Find and select “Trello” from the available integrations
Click “Connect”
You’ll be redirected to Trello to authorize the connection
Log in to your Trello account (or create one if needed)
Review and approve the permissions requested
Once authorized, you’ll be redirected back to Relevance AI with the integration active

After connecting, your Relevance AI agents will be able to interact with your Trello account, accessing boards, creating cards, and managing your Trello workflows.

Trello API authentication

In addition to OAuth authentication, you can use Trello’s native API key and token authentication method. This approach is useful for server-to-server integrations, automation scripts, or when you need more granular control over API access.

When to use API key + token authentication

OAuth (recommended for most users): Best for user-facing integrations where you want users to authorize access through Trello’s interface
API key + token: Ideal for backend automation, service accounts, or when you need persistent access without user interaction

Getting your API key

Access Trello Power-Ups Admin

Navigate to https://trello.com/power-ups/admin while logged into your Trello account.

Create a new Power-Up or API key

If you haven’t created a Power-Up before, click “New” to create one. You’ll need to provide a name for your integration (e.g., “Relevance AI Integration”).

Copy your API key

Once created, you’ll see your API key displayed. Copy this key and store it securely.

Generating a token

After obtaining your API key, you need to generate a token:

Generate token URL

Visit the following URL in your browser, replacing YOUR_API_KEY with your actual API key:

https://trello.com/1/authorize?expiration=never&name=RelevanceAI&scope=read,write&response_type=token&key=YOUR_API_KEY

Authorize the token

You’ll be prompted to authorize the token. Review the permissions and click “Allow” to generate your token.

Copy your token

After authorization, Trello will display your token. Copy and store it securely alongside your API key.

Using API credentials in Relevance AI

When configuring Trello tool steps in Relevance AI, you can provide your API key and token directly in the tool configuration. This allows your agents to authenticate with Trello without requiring OAuth authorization.

Store your API key and token securely. Never commit them to version control or share them publicly. Treat them like passwords.

For more details on Trello’s API authentication, see the official Trello API documentation.

Available triggers

The Trello integration allows you to set up triggers that automatically activate your AI agents when specific events occur in your Trello boards. Most Trello triggers are instant (webhook-based), meaning your agents respond in real-time as soon as changes happen — whether it’s a new card being created, a comment being added, or a card moving between lists. This enables powerful automation workflows that keep your team productive without manual intervention.

The following trigger options are available, organized by category:

Monitor card lifecycle events to automate workflows around task management.

New Card (Instant) — Triggers immediately when a new card is created on a board. Perfect for automatically assigning tasks, sending notifications, or initiating approval workflows.
Card Updated (Instant) — Triggers whenever any changes are made to a card (title, description, due date, etc.). Useful for tracking modifications and keeping external systems synchronized.
Card Moved (Instant) — Triggers when a card is moved to a different list. Ideal for stage-based workflows like moving from “In Progress” to “Review” or “Done.”
Card Archived (Instant) — Triggers when a card is archived. Use this to log completed work, update external databases, or trigger cleanup processes.
Card Due Date Reminder — Triggers at a specified time before a card’s due date. Configure how far in advance you want to be notified (e.g., 1 day, 1 hour before due).

Comment & Collaboration Triggers

Stay informed about team discussions and collaboration activities.

New Comment Added to Card (Instant) — Triggers immediately when someone adds a comment to any card. Great for monitoring discussions, extracting action items, or routing questions to the right team members.
New Member on Card (Instant) — Triggers when a team member is added to a card. Use this to send welcome messages, provide context, or update assignment tracking systems.

Label Triggers

Automate workflows based on card categorization and organization.

New Label Created (Instant) — Triggers when a new label is created on a board. Useful for maintaining label consistency across multiple boards or updating documentation.
New Label Added To Card (Instant) — Triggers when a label is applied to a card. Perfect for routing cards to specific workflows based on priority, category, or department labels.

Checklist Triggers

Monitor task breakdown and subtask management.

New Checklist (Instant) — Triggers when a new checklist is added to any card on a board. Use this to track task decomposition or ensure proper subtask templates are being used.

Board & Activity Triggers

Track high-level board changes and comprehensive activity monitoring.

New Board (Instant) — Triggers when a new board is created in your Trello workspace. Ideal for setting up board templates, applying default settings, or notifying administrators.
New Board Activity (Instant) — Triggers for any activity on a board with extensive filtering options. This is the most flexible trigger, allowing you to monitor multiple activity types simultaneously (card creation, updates, comments, member changes, etc.).
New Notification — Triggers when you receive a new Trello notification. Use this to centralize all your Trello alerts or create custom notification routing.

Attachment Triggers

Monitor file and document additions to cards.

New Attachment (Instant) — Triggers when a file or link is attached to any card on a board. Perfect for processing uploaded documents, backing up files, or extracting information from attachments.

Advanced Triggers

Highly customizable triggers for complex automation scenarios.

Custom Webhook Events (Instant) — The most powerful trigger option, allowing you to create highly specific conditions by combining multiple filters:
- Filter by specific boards
- Filter by event types (create, update, delete, etc.)
- Filter by specific lists
- Filter by specific cards
- Combine multiple conditions for precise control

This trigger is ideal when you need granular control over exactly which events should activate your agent.

Practical use cases

Here are some powerful ways to use Trello triggers with Relevance AI:

Automated Task Assignment

When a new card is created in your “Incoming Requests” list, automatically analyze the card content and assign it to the appropriate team member based on keywords or workload.

Status Update Notifications

When a card moves to your “Completed” list, automatically send a summary email to stakeholders and update your project management dashboard.

Comment Analysis

When a new comment is added, use AI to detect questions, action items, or escalations, then route them appropriately or create follow-up tasks.

Due Date Management

Set up reminders that trigger 24 hours before a card is due, sending personalized notifications and checking if all checklist items are complete.

Label-Based Routing

When a “Priority” or “Urgent” label is added to a card, automatically notify relevant team members and escalate to management if needed.

Document Processing

When an attachment is added to a card, automatically extract key information, generate summaries, or validate document completeness.

Pro tip: Combine multiple Trello triggers with different agents to create sophisticated workflows. For example, use one agent to process new cards and another to handle comments, creating a complete automation ecosystem for your Trello boards.

Tool steps for Trello

The Trello integration provides a comprehensive set of actions that your agents can use to interact with your boards and workflows. These actions can be incorporated into your agent’s workflows as tool steps, enabling automation capabilities.

Card Management

Create Card

Create a new card on a Trello board

Update Card

Update an existing card’s properties

Get Card

Retrieve details about a specific card

Archive Card

Archive a card from a board

Board & List Operations

Get Boards

List all boards accessible to your account

Get List Cards

Retrieve all cards from a specific list

Create List

Create a new list on a board

Comments & Collaboration

Add Comment to Card

Add Comment

Add a comment to a card (legacy action)

Checklist Management

Add Checklist

Add a checklist to a card

Create a Checklist Item

Add an item to an existing checklist

Advanced Operations

Trello API Call

Make custom API calls to any Trello endpoint

Type “Trello” in the tool step search bar to see all available Trello actions when building your tools.

Use the integration’s API tool step (advanced)

In addition to the pre-built actions available in the tool directory, you can build custom tools that perform Trello-specific activities using the Trello API Call tool step.

How to use the Trello API Call tool step

Create a new tool

Create a new tool in Relevance AI or open an existing tool you want to add Trello functionality to.

Add the Trello API Call tool step

Scroll down to Tool steps
Search for “Trello API Call” in the tool step search bar
Add the Trello API Call tool step to your workflow

Select your authentication method

Choose between OAuth (connected account) or API key + token authentication.

Configure the API endpoint

Configure the API endpoint, method, and parameters:

Method: Select the HTTP method (GET, POST, PUT, DELETE)
Endpoint: Enter the API endpoint path (e.g., /1/boards/{id}/cards)
Body: Add any required request body data
Query Parameters: Add URL parameters as needed

Test your API call

Test your configuration to ensure it works correctly before deploying.

Example: Creating a card with custom fields

Here’s a practical example of using the Trello API Call tool step to create a card with specific properties:

API Endpoint: POST /1/cards

Configuration:

{
  "method": "POST",
  "endpoint": "/1/cards",
  "body": {
    "idList": "5f8a1b2c3d4e5f6g7h8i9j0k",
    "name": "New Task from Agent",
    "desc": "This card was created automatically by Relevance AI",
    "pos": "top",
    "due": "2024-12-31",
    "idLabels": ["5f8a1b2c3d4e5f6g7h8i9j0k"]
  }
}

This configuration:

Uses the POST method to create a new card
Specifies the list ID where the card should be created
Sets the card name and description
Positions the card at the top of the list
Adds a due date
Applies labels to the card

Common Trello API endpoints

Here are some commonly used Trello API endpoints you can use with the API Call tool step:

Cards

Get card: GET /1/cards/{id}
Create card: POST /1/cards
Update card: PUT /1/cards/{id}
Delete card: DELETE /1/cards/{id}
Add comment: POST /1/cards/{id}/actions/comments

View API Documentation

Boards

Get board: GET /1/boards/{id}
Get board lists: GET /1/boards/{id}/lists
Get board cards: GET /1/boards/{id}/cards
Create board: POST /1/boards

View API Documentation

Lists

Get list: GET /1/lists/{id}
Create list: POST /1/lists
Update list: PUT /1/lists/{id}
Get list cards: GET /1/lists/{id}/cards

View API Documentation

Checklists

Get checklist: GET /1/checklists/{id}
Create checklist: POST /1/checklists
Add checklist item: POST /1/checklists/{id}/checkItems
Update checklist item: PUT /1/cards/{id}/checkItem/{idCheckItem}

View API Documentation

Labels

Get label: GET /1/labels/{id}
Create label: POST /1/labels
Add label to card: POST /1/cards/{id}/idLabels
Remove label from card: DELETE /1/cards/{id}/idLabels/{idLabel}

View API Documentation

You can find Trello’s complete API documentation at https://developer.atlassian.com/cloud/trello/rest/.

Frequently asked questions (FAQs)

What permissions does the Trello integration require?

The integration requires read and write access to your Trello boards, lists, and cards. When you connect your Trello account, you’ll be asked to authorize Relevance AI to access your Trello data. You can review the specific permissions during the OAuth authorization process.

Should I use OAuth or API key + token authentication?

OAuth is recommended for most users as it’s simpler to set up and provides user-level permissions. Use API key + token when you need:

Server-to-server integrations
Persistent access without user interaction
Service account functionality
More granular control over API access

Can I restrict my agent to only access certain boards?

Yes, when configuring triggers, you can specify which boards to monitor. For tool steps, you control which boards your agent interacts with through the board ID parameters in your workflows. Your agent will only access the boards you explicitly configure.

Why isn't my trigger firing when I make changes in Trello?

If your trigger isn’t activating, check the following:

Verify your Trello integration is still connected (re-authenticate if needed)
Confirm the trigger is configured for the correct board
Check that the specific event type matches your trigger (e.g., “Card Moved” vs “Card Updated”)
For non-instant triggers, ensure the polling frequency has elapsed

If issues persist, try disconnecting and reconnecting your Trello integration.

What's the difference between 'Card Updated' and 'Card Moved' triggers?

Card Updated triggers whenever any property of a card changes (title, description, due date, attachments, etc.), including when a card moves. Card Moved is more specific and only triggers when a card moves from one list to another. Use Card Moved for stage-based workflows; use Card Updated for comprehensive change monitoring.

Can I use the Trello integration with multiple Trello accounts?

Yes, you can connect multiple Trello accounts by adding separate integrations for each account. Each integration will appear with its account name in your integrations list, and you can select the appropriate account when configuring triggers or tool steps.

Are there rate limits for Trello API calls?

Yes, Trello enforces API rate limits (typically 100 requests per 10 seconds per token). Relevance AI manages these limits automatically for pre-built tool steps. If you’re using the API Call tool step for high-volume operations, be mindful of rate limiting and implement appropriate delays in your workflows.

How do I find my board, list, or card IDs for API calls?

The easiest way to find IDs is to open the board, list, or card in Trello and add .json to the end of the URL. For example, https://trello.com/b/abc123/board-name.json will show the board’s data including its ID. Alternatively, use the Trello API to list your boards and retrieve IDs programmatically.

Can I create custom workflows that span multiple Trello boards?

Absolutely! You can configure triggers to monitor one board and use tool steps to create or update cards on different boards. This enables powerful cross-board automation, such as syncing tasks between team boards or escalating items to management boards.