Trello

Trello is a collaboration tool that organizes your projects into boards that show who is working on tasks and what progress is being made. This document describes how to connect IBM watsonx Orchestrate to Trello and use its skills on watsonx Orchestrate.

Before you begin

  1. Enable the pop-up window on your browser.
  2. You must have a Trello account, if you don't have one you can create on Trello.
  3. If you want to authenticate with Google, you need to have a Google account.
  4. If you want to authenticate with Microsoft, you need to have a Microsoft account.
  5. If you want to authenticate with Apple, you need to have an Apple account.
  6. If you want to authenticate with Slack, you need to have a Slack account.

Connecting to Trello

Important:
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.

An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.

Connect to the app through the skill catalog when you add that skill to your skill set:

  1. On the watsonx Orchestrate chat page, click Add skills from the catalog.
  2. Search and click the app tile.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:

  1. Open the watsonx Orchestrate chat.
  2. On the chat, start the skill.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Configuring the connection on watsonx Orchestrate SaaS

Click Connect app. It redirects you to sign in to a Trello account and authorize the connection. Check the following topics to get more information according to the required sign in method.

Connect with Trello credentials

  1. Click Log in.
  2. Set your Trello email and click Continue.
  3. Check the application access and click Allow.

Connect with Google credentials

  1. Click Log in.
  2. Click Continue with Google.
  3. Set your Google account email and click Next
  4. Set your Google account password and click Next.
    • If it is the first time you are using this account to connect to Trello, select your Google account to continue to Atlassian.
    • From Create your account, click Create your account.
  5. Check the application access and click Allow.

Connect with Microsoft credentials

  1. Click Log in.
  2. Click Continue with Microsoft.
  3. Set your Microsoft account email and click Next.
  4. Set your Microsoft account password and click Next.
  5. Select if you want stay signed in to your Microsoft account.
    • If it is the first time you are using this account to connect to Trello, set your full name and click Create your account.
    • Check Atlassian permissions and click Accept.
  6. Check the application access and click Allow.

Connect with Apple credentials

  1. Click Log in.
  2. Click Continue with Apple.
  3. Set your Apple account email and click Next.
  4. Set your Apple account password and click Next.
  5. Check the application access and click Allow.

Connect with Slack credentials

  1. Click Log in.
  2. Click Continue with Slack, and enter your Slack workspace.
  3. Select your Slack account, and click Accept and continue.
  4. Check the application access and click Allow.
  5. Specify the confirmation code send to your email.
    • If it is the first time you are using this account to connect to Trello, from Atlassian authentication, click Slack.
    • Select your Slack account and click Accept and continue.
  6. Check the application access and click Allow.
Note: If you already have an active Trello connection in your browser, that connection is used for the authentication. To connect to a different Trello, log out of watsonx Orchestrate first.

Configuring the connection on watsonx Orchestrate in IBM Cloud Pak for Data

To connect watsonx Orchestrate to Trello, complete the following steps:

  1. Click Connect app.
  2. In Application key, enter the Trello application key. For more information on how to find your application key, see Managing your API Key.
  3. In Access token, enter the Trello access token. For more information on how to generate the access token, see Authentication and Authorization.
Notes: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Technical parameters

The following table contains the technical parameters required by some skills of this app and instructions to retrieve them.

Parameters Details
Action ID Open the board that you want to reference. On your browser, add .json to the board URL, for example https://trello.com/b/79aew52Q/main-planner.json. On the JSON, search for the actions parameter, then search for the id parameter inside actions.
Board ID Open the board that you want to reference. On your browser, add .json to the board URL, for example https://trello.com/b/79aew52Q/main-planner.json. On the JSON, search for the actions parameter, then search for the id parameter inside actions.
Card ID Open the board that you want to reference. On your browser, add .json to the board URL, for example https://trello.com/b/79aew52Q/main-planner.json. On the JSON, search for the cards parameter, then search for the id parameter inside cards. You might need to reference the name of the card you are searching for to get the proper ID.
Checklist ID Open the board that you want to reference. On your browser, add .json to the board URL, for example https://trello.com/b/79aew52Q/main-planner.json. On the JSON, search for the idChecklist parameter.
List ID Open the board that you want to reference. On your browser, add .json to the board URL, for example https://trello.com/b/79aew52Q/main-planner.json. On the JSON, search for the idList parameter.
Member ID Open the board that you want to reference. On your browser, add .json to the board URL, for example https://trello.com/b/79aew52Q/main-planner.json. On the JSON, search for the idMember parameter.
Team ID or Organization ID Open the board that you want to reference. On your browser, add .json to the board URL, for example https://trello.com/b/79aew52Q/main-planner.json. On the JSON, search for the idOrganization parameter.

What to do next

After you connect to the app, you can use the app’s skills. For more information see, Using the chat. To know what skill you can use, see the skills and skill flow column of List of prebuilt apps, skills and skill flows.

Parent topic:

→ Prebuilt apps