Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
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 |
Read 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 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 |
Delete checklist item |
Find labels |
Find list |
Get board |
Get card |
Get card checklists |
Get card comments |
Get cards in list |
Get cards on board |
Get list |
Get member |
List boards |
List id organizations options |
Move card to list |
Remove label from card |
Rename list |
Search boards |
Search cards |
Search members |
Update card |
Update checklist item |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Trello.
Trigger |
Card Archived (Instant) |
Card Due Date Reminder |
Card Moved (Instant) |
Card Updated (Instant) |
Custom Webhook Events (Instant) |
New Attachment (Instant) |
New Board (Instant) |
New Board Activity (Instant) |
New Card (Instant) |
New Checklist (Instant) |
New Comment Added to Card (Instant) |
New Label Added To Card (Instant) |
New Label Created (Instant) |
New Member on Card (Instant) |
New Notification |
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:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Trello in the list of available connectors
Scroll to the Available connectors section and locate Trello.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Trello card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: 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 6: 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.
Comments: Comments can be added and read, but existing comments cannot be edited or deleted.