Trello logo + Intercom logo

Automate Trello & Intercom

Stop paying for mismatched spreadsheets. Sync data between Trello and Intercom in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Trello"]
        T1(["Card Archived Legacy"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Intercom"] A1(["Add Event Legacy"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Trello and Intercom operate independently, project updates in Trello can lead to missed customer inquiries in Intercom. For instance, if a task is marked as complete in Trello, but the corresponding customer support ticket in Intercom remains open, team members may waste hours manually cross-referencing both systems. This manual effort not only consumes valuable time but also increases the risk of overlooking critical customer feedback linked to that task.

Top Ways to Automate Trello & Intercom

  • Automated Task Creation: Instantly create Trello cards from Intercom conversations, ensuring that customer inquiries and feedback are tracked and addressed in real-time.
  • Real-time Status Updates: Automatically update Intercom users on the status of their requests by syncing Trello card progress, enhancing customer satisfaction and transparency.
  • Centralized Reporting: Generate comprehensive reports that combine project management data from Trello with customer interaction metrics from Intercom, providing valuable insights for strategic decision-making.

How to Build the Trello → Intercom Sync

  1. In Trello, create a webhook that listens for the 'cardMoved' event. This will trigger whenever a card is moved to a different list, indicating a status change.
  2. Set the webhook to point to your server endpoint, e.g., https://yourserver.com/trello-webhook. Ensure your server is configured to receive POST requests with the Trello payload.
  3. In your server code, extract the relevant data from the Trello payload, specifically the card ID, list ID, and any custom fields that indicate completion.
  4. Use the Intercom REST API to create or update a user event. Construct a POST request to https://api.intercom.io/events with the following JSON payload:
  5. {"event_name": "Trello Card Updated", "created_at": , "user_id": , "metadata": {"card_id": , "list_id": , "custom_field": }}
  6. Ensure to handle the response from Intercom to confirm that the event was successfully recorded.

Developer Warnings & API Gotchas

  • Ensure that the card ID from Trello is correctly mapped to the user ID in Intercom. If there are discrepancies in how users are identified, events may not associate with the correct customer.
  • Be cautious with the payload size from Trello. If you include too many custom fields, it may exceed the Intercom API's payload limit, causing errors during the POST request.
  • When handling the 'cardMoved' event, ensure that you account for the possibility of multiple updates occurring in quick succession to avoid duplicate events being sent to Intercom.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Trello... Card Archived (Legacy)
    Do this in Intercom Add Event (Legacy)
  • When this happens in Trello... Card Due
    Do this in Intercom Add Note
  • When this happens in Trello... Card Moved to List
    Do this in Intercom Add Tag to Contact
  • When this happens in Trello... Card Moved to List (Legacy)
    Do this in Intercom Add Tag to User (Legacy)
  • When this happens in Trello... Card Updated
    Do this in Intercom Add/Remove Tag on Company

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I can see you're looking at mapping Trello to Intercom. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?