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Overview
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.Available Workflow Actions
Create a Trello Card
This action creates a new card in a specified Trello list.| Field | Description | Required |
|---|---|---|
| Name | Display name for this workflow action | |
| Board | Trello board where the card will be created | Yes |
| List | List within the selected board | Yes |
| Title | Card title. Defaults to {{ incident.title }}. Supports Liquid | Yes |
| Description | Card description. Supports Liquid | |
| Labels | One or more Trello labels to apply. Labels are loaded from the selected board | |
| Due Date | Card due date. Supports Liquid |
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.
| Field | Description | Required |
|---|---|---|
| Name | Display name for this workflow action | |
| Card ID | Trello card ID to update. Supports Liquid | Yes |
| Board | Board to move the card to. Leave blank to keep on current board | |
| List | List to move the card to. Leave blank to keep in current list | |
| Title | Updated card title. Supports Liquid. Leave blank to keep existing | |
| Description | Updated card description. Supports Liquid | |
| Labels | Updated labels. Filtered by the selected board | |
| Due Date | Updated due date. Supports Liquid | |
| Archivation | Whether to archive the card. Auto mirrors the incident or action item status | Yes |
Troubleshooting
Board or list is not appearing in the dropdown
Board or list is not appearing in the dropdown
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 are not available for selection
Labels are not available for selection
Labels in Trello are scoped to a specific board. Select a board first — labels will load automatically based on the selected board.