Step 1:

Navigate to Admin > Apps and click on the “Get More Apps” button.

Step 2:

Look for the “Trello app” and install the integration to your Freshdesk instance by clicking on the “Buy App” button.

Step 3:

A Trello pop-up will appear. Allow Freshdesk to access your Trello information by clicking on “allow” button.

Step 4:

You’ll need to create a new Agent in Freshdesk named “Trello Agent” for next configuration.

Step 5:

After allowing Trello access, you’ll be redirected to the app’s setup page.

• Fill out the Freshdesk authentication with the Freshdesk domain and the Trello Agent’s API key.

• Choose the notifications settings you prefer so you can get a notification within the ticket when an action is made in a Trello card linked. You can choose to receive no notifications or receive them as a private or public note.

Note: You can save and come back later to finish up the notifications settings.

Step 6:

Click on the Save button to finish up the installation process. You can finish up the notifications settings latter.

Step 1:

Go to the Admin menu and then click on the Apps option.

Step 2:

Click on the Reauthorize button in the Trello app.

Step 3:

A Trello pop-up will appear. Allow Freshdesk to access your Trello information by clicking on “allow” button.

Step 4:

After allowing Trello access, you’ll be redirected to the app’s setup page.

• Fill out the Freshdesk authentication with the Freshdesk domain and an the Trello Agent’s API key.

• Choose the notifications settings you prefer so you can get a notification within the ticket when an action is made in a Trello card linked. You can choose to receive no notifications or receive them as a private or public note.

Step 5:

Click on the Save button to finish up the installation process. You can finish up the notifications settings latter.

Step 1:

Access the ticket of your preference and go to the Trello App in the right sidebar.

Step 2:

Click on the “Create a new card” button.

Step 3:

A modal will appear to start the ticket creation process. It will have the default Subject as the title of the Freshdesk ticket and the description as well.

Step 4:

You can edit the Trello card name.

The subject field has a 190 characters limit.

Step 5:

You can edit the description for the new Trello card.

The description field has a 16,384 characters limit.

Step 6:

Select a Trello board to create the ticket in it. There will appear the last board used, but you can also search for a board by typing the board name.

Step 7:

Select a list from the Trello board to create the ticket in it. There will appear the first five lists, but you can also search for a board by typing the board name.

Step 8:

Assign members and select labels for the Trello card being created

Step 9:

Set a due date for the Trello card being created. You can setup date and time for it.

Step 10:

Click on the “Create” button to finish the card creation process.

Step 11:

After receiving a notification that the Trello card has been created, the Trello card should be created in the Trello board and appear inside the Trello app in the ticket.

Step 1:

Access the ticket of your preference and go to the Trello App in the right sidebar.

Step 2:

Click on the “Link a card” button.

Step 3:

Select the board you want to link the ticket from. You can select one of the board that are displayed or search for the board by name.

Step 4:

Select the list you want to search for the card to link.

Step 5:

Select the card you want to link to the Freshdesk ticket.

Step 6:

Click on the “Link” button to finish the process of linking a card.

Step 1:

Access the Trello app in the ticket of your preference

Step 2:

Search for the Trello card linked to your ticket that you want to access information.

Step 3:

Click on the desired ticket to access more information.

Step 4:

More information about the ticket will be displayed in a dropdown.

Step 5:

Click on the “View in Trello” link to access the Trello card directly on Trello.

Step 6:

You’ll be sent to the Trello card in Trello.

Step 1:

Access the Power-Up menu, look for the “Freshdesk” Power-Up and enable it for your board.

Step 2:

Access the gear icon to configure your Freshdesk Power-Up. You’ll need to enter:

• The URL of your Freshdesk instance
• The API key of the Freshdesk agent that was created by the Freshdesk admin. This agent must have admin permissions.

Step 1:

Go to the Trello card you want to link a ticket to and click on the “Freshdesk” button.

Step 2:

A drop down menu will be displayed. Click on the “Attach a Ticket” option.

Step 3:

You’ll have three options to attach tickets to your Trello cards:

1. By URL

Attach a ticket by inserting the ticket’s URL.

Insert a valid ticket URL and click attach

2. Search recent tickets

Select this option to search for recent tickets.

You’ll be able to search by:

• Typing the name on the ticket or the ticket number.
• Making filters by status or priority
• Scroll to find the ticket

3. Filtering by Priority or Status.

Click on the Priority or Status filter icon and select the options you want to filter

Step 4:

Select the tickets you want to attach to your Trello card, and click on the “Attach” button when you’re ready to finish the process.

Step 5:

The attached ticket will appear linked in your Trello card in the “Freshdesk Tickets” space

Step 1:

Go to the Trello card you want to link a ticket to and click on the “Freshdesk” button.

Step 2:

A drop down menu will be displayed. Click on the “Create a Ticket” option.

Step 3:

A modal will appear to fill the requirements to create a new ticket. It will have the default Subject as the title of the Trello card but you can edit it to your preference. The subject field has a 257 characters limit.

Step 4:

You need to select a requester’s name - email. The requester’s name is a required field to create the new ticket.

Step 5:

You need to select a priority for this new ticket. The priority is a required field to create the new ticket.

You can select the following options:

• Low
• Medium
• High
• Urgent

Step 6:

You need to select a status for the ticket. The status is a required field to create the new ticket.

You can select the following options:

• Open
• Pending
• Resolved
• Closed

Step 7:

Also, you’ll need to add a description for the ticket. If your Trello card already had a description, it will appear as default, but you’ll be able to edit it. This is also a required field. The description field has a 2,000 characters limit.

The description field has a 2,000 characters limit.

Step 8:

The next step is to select an agent to assign the ticket to. The field is not required, it is an optional field.

Step 9:

Next you will be able to select a ticket type. This is an optional field.

Step 10:

Last but not least, you are able to select a group for your ticket. This is an optional field.

Step 11:

Click on the “Create Ticket” button to finish the ticket creation process.

Step 12:

The created ticket will appear linked your Trello card in the “Freshdesk Tickets” space. You’ll be able to see the next information

• Ticket number
• Ticket name
• Short description (up to 100 characters)
• Agent assigned to ticket
• Due date
• Status

Step 1:

Access your Trello card. Here you’ll see the ticket’s name, part of the description of the ticket, the support agent assigned to it, the due date and the status.

Step 2:

Click on the “View Details” link to access more information about the ticket.

Step 3:

A modal will appear showing all the ticket description,important information about the Trello card, as well as the activity log of the ticket.