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Adding a Trello Bot

Kore.ai provides integration for a built-in Trello Bot that you can use to display message notifications and execute tasks directly from your messaging channel such as Kore.ai Messenger. To use the Trello Bot, you just need to add the Bot to your channel and then configure the settings for the Bot, such as authentication to access Trello and the notification messages that you want. For more information about other Kore.ai Bots, see Adding Bots

About the Kore.ai Bot for Trello

DIYTrelloLogoTrello is a collaboration tool that organizes your project into boards. In one glance, Trello tells what’s being worked on, who is working on what, and where something is in a process. You can use this Bot to create a card, board, or list, comment on a card, and get message alerts for activity.

Integration Type Web Service – Connect to this Bot using a web service integration where Kore.ai polls the service for updates based on a specified interval.
Category Project Management – This Bot is available in the Kore.ai application in the Project Management category.
Channels Kore.ai – This Bot is available in the Kore.ai Messenger application.
Spark – This Bot is available in the Cisco Spark messaging application.
Slack – This Bot is available in the Slack messaging application.
Skype – This Bot is available in the Skype messaging application.

Configuring Trello 

To configure web service tasks, you need to add the Trello Bot from the Kore.ai Bot Store in your messaging channel, and then setup the task. To setup a Trello task, click Connect to Trello, enter the Trello URL for your company, for example, https://trello.com, your Trello account user name (not your email address), your password, and then press Enter.

After you add a web service task and are connected, you can perform tasks for Trello and setup message notifications to get notified in your messaging channel when an event occurs in Trello.

To setup an Trello task in the Kore.ai Messenger channel, click the New Task icon, and then click one of the Trello web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Comment on Card In the Perform Task dialog,

  • select a Board 
  • select a List 
  • select a Card
  • enter a Comment on card
  • and then click Submit.

In a team room, you can enter @trello commentcard Bot command to invoke and configure this task.

Create Board In the Perform Task dialog,

  • enter a Name of a new board
  • optionally enter a Description
  • select a Team of the board
  • and then click Submit.

In a team room, you can enter @trello createbrd Bot command to invoke and configure this task.

Create Card In the Perform Task dialog,

  • select a Board
  • select a List 
  • optionally enter a Name for the card
  • optionally enter Description of the issue
  • and then click Submit.

In a team room, you can enter @trello createcard Bot command to invoke and configure this task.

Create List In the Perform Task dialog,

  • select a Board 
  • enter a Name
  • and then click Submit.

In a team room, you can enter @trello createlist Bot command to invoke and configure this task.

Get Activity Report In the Perform Task dialog,

  • select the Board to generate the report
  • and then click Submit.

In a team room, you can enter @trello activityrpt  Bot command to invoke and configure this task.

Add to Checklist In the Perform Task dialog,

  • select a Board 
  • select a List 
  • select a Card 
  • select a Checklist from the card
  • enter a Checklist Item to be added
  • and then click Submit.

In a team room, you can enter @trello addlist Bot command to invoke and configure this task.

Delete Card In the Perform Task dialog,

  • select a Board
  • select a List
  • select a Card
  • and then click Submit.

In a team room, you can enter @trello deletecard  Bot command to invoke and configure this task.

To setup a Trello task in the Kore.ai Messenger channel, click the New Task icon, click Get notified when…, click Board Updates, and then in the Setup Task dialog:

  • select a Board to update
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
  • and then click Finish.

Next Steps

After the task is configured, when any of the scheduled web service events occur in Trello, a message is displayed in your preferred messaging channel.

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