This automation scenario allows you to connect Trello and Coveo
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Trello and Coveo can also be integrated using automation tools other than zapier:
When this trigger fires in Trello
Triggers when a Card is archived in Trello.
Then this action happens in Coveo
Deletes an item from your Coveo Cloud orgnization.
This guide contains information on how to set up an automatic workflow that allows to Delete archived Trello cards from Coveo index.
Part I
First, we need to connect Trello and Coveo to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Trello to Zapier.
Give Zapier access to your Trello account, using Trello credentials.
Connect Coveo to Zapier.
Give Zapier access to your Coveo account, using Coveo credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Trello
Choose the following trigger: Card Archived (Triggers when a Card is archived in Trello.).
Then set up an Action for Coveo
Choose this action: Delete Content (Deletes an item from your Coveo Cloud orgnization.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Trello and Coveo.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Delete archived Trello cards from Coveo index!
Triggers when a new card is added.
Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).
Triggers when there is activity in Trello.
Triggers when a label is added in a Trello card.
Triggers when a new card is added.
Triggers when you get a new notification in Trello.
Adds or update an item in a source of your Coveo Cloud organization.
Adds an item to a push source by the source ID or updates an item if it exists.
Deletes an item from your Coveo Cloud orgnization.
Searches for items in your Coveo Cloud organization.
Searches for Coveo documentation from our help portal.
Removes an item from a push source and optionally its children by the document ID.
Trello is an easy-to-use collaboration tool that helps you organize your projects, no matter the size. With boards, lists, and cards, you can prioritize tasks and stay on top of everything from the big picture to the smallest details. Connect with your team in real-time and integrate with other key tools for seamless cross-team collaboration.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.