Trello Integration

Turn feedback into actionable Trello cards automatically. When users submit feedback, a card is created in your chosen Trello board with all the details, screenshots, and attachments.

Setup

Step 1: Connect Trello

1. Go to Project Settings > Integrations
2. Click Connect Trello
3. A popup will open asking you to authorize SimpleCommenter
4. Click Allow to grant access

Step 2: Select Board

After authorization, select which board receives new cards from the dropdown.

Step 3: Select List

Choose the list where new cards are created. We recommend using an "Inbox" or "New Feedback" list.

Where to Configure

You can set up Trello integration in two places:

Project Settings

Go to Project > Settings > Integrations > Trello

• Applies only to this specific project
• Overrides any default settings

Default Settings

Go to Default Settings > Integrations > Trello

• Applies to all new projects automatically
• Useful if you want all projects to use the same Trello board

What Gets Synced

New Feedback → Trello Card

When someone submits feedback, a Trello card is created with:

Card Title:

#123 | Button not working on checkout page

The feedback number and title (or first 30 characters of the message).

Card Description:

## Feedback

The checkout button doesn't respond when I click it.
I've tried multiple browsers.

---

**Submitted by:** John Doe (john@example.com)
**Date:** Mon, Jan 15, 2024, 10:30 AM
**Page:** /checkout
**Status:** To Do | **Priority:** Normal

---

[View in SimpleCommenter](https://example.com#simple-comment=abc123)

Attachments:

• Screenshot (if captured)
• Any files the user uploaded

Labels:

• Status label (e.g., "Status: To Do")
• Priority label if not normal (e.g., "Priority: High")

Replies → Trello Comments

When you reply to feedback in SimpleCommenter, a comment is added to the Trello card:

**Support Team** replied on Jan 15, 10:45 AM:

Thanks for reporting this! We've identified the issue
and are working on a fix.

📎 **Attachments:** 1 file(s) added to card

Any files attached to the reply are added to the card's attachments.

Status & Priority Updates

When you change status or priority in SimpleCommenter:

1. A comment is added to the card showing the change:

   **Support Team** updated on Jan 15, 11:00 AM:
   
   **Status:** To Do → In Progress
   **Priority:** Normal → High
   

2. Labels are automatically updated (old label removed, new label added)

Status Labels

SimpleCommenter automatically creates and manages Trello labels for status tracking:

Priority Labels

Priority labels are added when priority is not "Normal":

Troubleshooting

Cards Not Creating?

1. Check authorization - Go to Integrations and verify Trello shows as connected
2. Verify board/list - The selected board and list must still exist in Trello
3. Check integration is active - Toggle must be enabled
4. Re-authorize - Click Disconnect, then Connect again to refresh the connection

Labels Not Appearing?

Labels are created automatically. If they're not appearing:

• Check you have permission to create labels on the board
• Try disconnecting and reconnecting the integration

Wrong Board?

If cards are going to the wrong board:

1. Go to Project Settings > Integrations > Trello
2. Select the correct board from the dropdown
3. Select the correct list
4. Save changes

Disconnecting

To remove the Trello integration:

1. Go to Project Settings > Integrations > Trello
2. Click Disconnect
3. Confirm the disconnection

Next Steps

• Set up webhooks for custom workflows
• Configure Slack notifications