Integrate Trello and DailyBot

October 8, 2020
Connect Trello with DailyBot and get activity tracking and card updates in your follow-up reports.

DailyBot Integrations

Connect Trello with DailyBot and get activity tracking about cards that are created and updated/moved, or checklist items that get completed.

To connect with Trello, an org administrator should authorize the connection between DailyBot and Trello. You can find this option in the Integrations page > Trello.

What are the steps?

  1. Connect Trello, starting on DailyBot's Integrations page.
  2. Once the connection is done, add the boards that you want to tratck, you should add them one by one.
  3. Define which follow-ups should get the activity tracking add-on. To do this, go to the Follow-up settings of that specific follow-up, and enable the activity tracking feature.

How does DailyBot match Trello users with DailyBot users?

It is recommended that every user of your team configure their Trello username. They can do this by navigating to the Integrations page > Trello. They should type their Trello username, without the @ symbol.

Another alternative is that each user connects the Trello account by clicking the Connect Trello button.

If a user has neither connected Trello nor specified a username, DailyBot will try to make the automatic matching based on the full name the user has in DailyBot vs. the full name the person has in Trello.

Recommend your team to connect Trello or configure their Trello username, otherwise the activity might not be properly tracked.

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