Configuring a trigger in Zendesk to create Trello cards involves setting specific conditions and actions.
As a Zendesk admin, go to Settings > Business Rules > Triggers. Set the trigger to execute when a ticket is assigned to a designer in the Creatives group by an agent in the Project Manager group. When these conditions are met, a request is sent to Trello to create a new card using the assigned agent's Trello list ID. The card's content is populated with the ticket's title, URL, and description.
Integrating Zendesk with Trello using HTTP Target involves setting up an HTTP Target and configuring triggers. First, you need to provision a token and key from Trello's API documentation to authenticate your HTTP Target. Then, as a Zendesk admin,…
Creating a custom user field in Zendesk is essential for linking Trello lists to Zendesk agents. Each designer working in Trello should have an agent account in Zendesk. By creating a custom text field named 'Trello List ID' in Zendesk, you can…
Setting up an HTTP Target in Zendesk for Trello requires a few key steps. First, obtain a token and key from Trello's API documentation. Then, as a Zendesk admin, navigate to Settings > Extensions and add a new target. Select HTTP Target and…
Using Trello with Zendesk for design project management combines the strengths of both platforms. Zendesk is excellent for receiving and triaging new design requests, while Trello is preferred for organizing and managing daily work. By integrating…