# Trello

### 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.
* **Links** — preserved between the Siit request and the Trello card, visible on both sides.

> **Note** — bi-directional status sync is not currently available for Trello. Track completion either through the Trello link on the request or by manually closing the Siit request when work is done.

### 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 → Integrations**, 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.siit.io/integrations/ticketing/trello.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.