6472333

Integrating Samanage with Trello using Zapier

Discussion created by 6472333 on Sep 5, 2014
Zapier lets you easily connect the web apps you use, making it easy to automate tedious tasks.

Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what's being worked on, who's working on what, and where something is in a process.  

One use case of the Samanage/Trello integration would be creating a new card in Trello as a result of new problem being detected in your Samanage service desk.  Below are steps on how to set up this use case in Zapier.

1.After successfully logging in to Zapier, click the Make a Zap! link at the top right of the page.



2. Choose both your desired triggering app and corresponding trigger and action app and corresponding action.  



3.Select the Samanage account that you want to use for the integration.



4. If the Samanage account you chose is recognized and active, after clicking the Test this Account button you should see the text Account is working.



5.Select the Trello account that want to use for the integration.



6. If the Trello account you chose is recognized and active, after clicking the Test this Account button you should see the text  Account is working.



7. Choose the filters that you would want to have trigger a ?New problem? from Samanage.  You can use fields from Samanage as filters



8. Match up a Problem in Samanage to a Trello Card.  You can insert fields from Samanage.



9. Test the zap to ensure that data is retrieved.



10. Give the zap a name and turn it on to initiate the integration.



11. To see the zap in your list of zaps click the Dashboard link at the top of the page.



Other use cases accompanied by corresponding trigger and action configurations:

1.Creating a new card in Trello as a result of a new risk being detected in your Samanage service desk

  1. Trigger: Samanage -> New risk (New risk was detected)
  2. Action: Trello ->  Create Card (Create a new card on a Board)
2. Creating a new card in Trello as a result of a new change being created in your Samanage service desk
  1. Trigger: Samanage -> New change (New change in your service desk)
  2. Action: Trello -> Create Card (Create a new card on a Board)
3. Creating a new card in Trello as a result of a new release being created in your Samanage service desk
  1. Trigger: Samanage -> New release (New release in your service desk)
  2. Action: Trello -> Create Card (Create a new card on a Board)

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