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Introduction

The Trello integration connects Rootly with your Trello account so teams can automatically create and update cards through Genius workflows. Cards can be placed on any board and list, assigned labels, and given due dates — all driven by incident data. With the Trello integration, you can:
  • Automatically create Trello cards when incidents are declared or reach a certain state
  • Update card title, description, labels, due date, and position as incidents evolve
  • Move cards between lists and boards as incident status changes
  • Archive cards automatically when incidents are resolved

Before You Begin

Before setting up the integration, make sure you have:
  • A Rootly account with admin permission to manage integrations
  • A Trello account with access to the boards you want to use
We recommend installing with a dedicated Trello service account so the integration does not break if an individual user leaves your organization.

Installation

Open the Trello integration in Rootly

Navigate to the integrations page in Rootly and select Trello.

Authorize Rootly with Trello

You will be redirected to Trello to sign in and grant Rootly permission to access your account.
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Once authorized, the installation is complete.
After authorization, the Create a Trello Card and Update a Trello Card workflow actions are available in your Genius workflows.

Uninstall

To remove the Trello integration, open the integrations panel in Rootly and select Configure > Delete.