Trello

Connect Trello to Siit to escalate requests into Trello cards with one click. Trello is the right choice when ops, project, or marketing teams already manage their work on Trello boards.

What you get

• One-click escalation from any request. Click Escalate ticket in the request side panel, pick a Trello board and list, and a linked card is created with the Siit context pre-filled.

• Workflow-driven card creation. Use Create Trello card as a workflow step, with approval gating where needed.

• Audit trail. Every Trello action triggered from Siit is recorded on the request timeline.

How it works

1. From the request side panel, click Escalate ticket and pick Trello.

2. Choose the board, list, members, labels, and due date. Fill in the card name and description.

3. Submit. Siit creates the Trello card, links it back to the Siit request, and posts the link on both sides.

The same flow is available in workflows (as a Create Trello card action).

What syncs from Trello

• Cards created from Siit — every escalated ticket is tracked with its Trello card ID and link.

• Sync is fully configurable and per-direction (Settings → Workspace → Integration library → Trello → Settings):

  • Resolution — resolve on one side, close on the other (with status mapping).

  • Assignee — reassignments mirror across.

  • Notes — internal notes sync.

  • Messages — new messages sync.

  • Links — bidirectional links stay visible on both sides.

Custom field mapping

Coming soon. Custom field mapping for Trello is on our roadmap. For now, you can set the standard card fields when escalating. To track which fields are exposed, reach out via the in-app chat.

Connect Trello

1. In Siit, go to Settings → Workspace → Integration library, find Trello in the Ticketing section, and click Connect.

2. Sign in to Trello as an admin and approve the requested scopes.

3. Pick the workspace and board(s) available for escalation.

4. Test by escalating a sample request from Siit to Trello.

Need a more detailed walkthrough? Reach out to support via the in-app chat.

Common workflows

Marketing request handoff. Trigger: Service = "Marketing request". Actions: Create Trello card on the marketing board → Assign to the campaign lead → Notify requester.

Tag-based routing. Trigger: Tag "ops-task" added. Actions: Manager approval → Create Trello card on the ops board → Notify requester.

Troubleshooting

"Authorization failed" on connect. The admin signing in lacks workspace admin rights. Try with a Trello workspace admin.

Board missing from the destination picker. The Siit Trello user lacks access to that board. Update board membership in Trello and re-sync.

"Card created" but no link in Siit. The Trello card was created but the back-link save failed. Open the request timeline — the Trello card ID is logged. Manually re-link if needed.