Trello Plugin Implementation


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Using our Trello plugin you are able to create and link Trello cards to each reply of a conversation. Created cards can be continuously updated with comments. Add a link to easily navigate back to the email conversation.

Activating Trello on Helpmonks

  • To enable this plugin, go to Administration on your mailbox settings, select Plugins and go to the Trello tab and click on Connect your Trello Account

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  • You would then need to configure this with your Trello account.

Click on the link to access your Trello account and it would generate a unique code to authorize Helpmonks. Enter the Trello token then click on the Authorize button.

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  • Once done you will be routed to a page where you can select which mailbox and trello board to show on your emails within helpmonks. Click on Update Configuration for this to be activated on your account.

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Add cards to Trello from Helpmonks

When Trello plugin is activated, at the bottom of each message you have the option to add a card to any (activated) board. In Trello, have the card link back to the Helpmonks conversation.

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You may now create a new card on your Trello account

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It will also show on Helpmonks when a card has been created

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And cards get automatically updated in Trello…

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