Skip to main content
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
Rootly recommends 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.
Trello authorization prompt granting Rootly access to the account
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.

​
Workflow Actions

The Trello integration provides two workflow actions for managing cards from Rootly incidents. If you are unfamiliar with how Genius workflows work, visit the Workflows documentation first. Trello organizes content in a hierarchy: Boards → Lists → Cards. When configuring workflow actions, select the board first, then the list within that board.

​
Create a Trello Card

This action creates a new card in a specified Trello list.
Create a Trello Card workflow action configuration form
Use the Incident Variable Explorer to preview what Liquid variables return for your incidents.

​
Update a Trello Card

This action updates an existing Trello card.
When a Create a Trello Card action runs, Rootly stores the resulting card ID on the incident record. Reference it in subsequent update actions using Liquid variables.
Update a Trello Card workflow action configuration form

​
Troubleshooting

Rootly loads boards and lists from your authorized Trello account. If boards you expect to see are missing, confirm the authorizing user has access to those boards. Re-authenticating the integration may refresh the available list.
Labels in Trello are scoped to a specific board. Select a board first — labels will load automatically based on the selected board.

​
Uninstall

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