> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rootly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Configure Trello workflow actions in Rootly to create and update cards from incidents with board, list, and label assignment for follow-up tracking.

## 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](/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                                                |          |

<Frame>
  <img alt="Document Image" src="https://mintcdn.com/rootly/ljLqQxzWDg3HgLpA/images/integrations/trello/workflows/images-1.webp?fit=max&auto=format&n=ljLqQxzWDg3HgLpA&q=85&s=87cce2fa32a7dc19e3639456bcd03fa1" width="884" height="1128" data-path="images/integrations/trello/workflows/images-1.webp" />
</Frame>

<Callout icon="lightbulb" color="#DBEAFE">
  Use the [Incident Variable Explorer](https://rootly.com/account/help/liquid-explorer) to preview what Liquid variables return for your incidents.
</Callout>

***

### Update a Trello Card

This action updates an existing Trello card.

<Callout icon="info" color="#DBEAFE">
  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.
</Callout>

| 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      |

<Frame>
  <img alt="Document Image" src="https://mintcdn.com/rootly/ljLqQxzWDg3HgLpA/images/integrations/trello/workflows/images-2.webp?fit=max&auto=format&n=ljLqQxzWDg3HgLpA&q=85&s=333d20ad7fe3898e2eccc8598f70d591" width="881" height="1244" data-path="images/integrations/trello/workflows/images-2.webp" />
</Frame>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Board or list is not appearing in the dropdown" icon="circle-exclamation">
    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.
  </Accordion>

  <Accordion title="Labels are not available for selection" icon="tag">
    Labels in Trello are scoped to a specific board. Select a board first — labels will load automatically based on the selected board.
  </Accordion>
</AccordionGroup>