Creating Cards in Trello
Trello "Create Card" API Integration in CallAgent AI Assistant (Webhook Configuration)
Overview
This document provides a step-by-step guide on how to integrate Trello's "Create Card" API with a Call Agent AI Assistant webhook. The goal is to automatically create Trello cards using data extracted from customer calls. This integration streamlines your workflow by turning relevant call information into actionable Trello tasks without manual input.
Step 0: Find the Webhook Section in the Call Agent AI Admin Panel
To integrate Trello with Call Agent AI and automatically send call data to create new cards, you’ll need your Trello API Key, Token, and idList. Follow these steps to find where you set up the webhook & APIs.
Log In to the Admin Panel
Go to: https://admin.callagentai.com/ Enter your login credentials to access the CallAgent AI Admin Panel.
Select the Target Assistant
From your dashboard, locate and open the Assistant where you want to enable the Trello integration.
Navigate to the Webhook Settings
In the Assistant configuration panel:
Click on Settings
Go to the Webhook section
Click "Create" to add a new webhook
Filling in Webhook Fields
This is where you will enter the Trello API Key, Token, and idList to create a new card. Let's keep this in mind as we set up Trello.
Step 1: Set Up Trello API Credentials
To begin, you'll need to set up the necessary API access to allow Call Agent AI to communicate with Trello.
Sign In to Trello
Open your preferred web browser and log in to your Trello account.
Access Power-Up Administration
Navigate to the Trello Power-Ups Admin page by visiting: https://trello.com/power-ups/admin
Add a New Power-Up
On the Power-Ups Admin page, click the "Add New Power-Up" button. This will allow you to create a custom integration and obtain the required API credentials (such as the API key and token) that your webhook will use to authenticate with Trello.
Step 2: Fill Out the Required Fields for Your Power-Up
Once you've clicked "Add New Power-Up", you’ll be directed to a form where you need to provide key details about your integration. Fill out the required fields as follows:
Name: Enter a clear and descriptive name for your integration. Example: Call Agent AI Card Creator
Workspace: From the dropdown menu, select the Trello workspace where you want this integration to be available.
Email: Provide a valid email address where you can receive updates or communication related to the Power-Up.
Author Name: Enter the name of the individual or organization responsible for this integration. This name will be associated with all API actions performed via the Power-Up.
After completing these fields, proceed to the next steps to configure authentication and define the webhook logic.
Step 3: Generate Your Trello API Key
After successfully creating your Power-Up, you'll need to generate an API key. This key allows external systems, like your Call Agent AI Assistant webhook, to securely interact with your Trello account.
Navigate to the API Key Section
Within your newly created Power-Up configuration screen, locate the API Key section.
Generate the Key
Click the "Generate a new API Key" button. Trello will then create a unique API key associated with your account and Power-Up.
Store the Key Securely
Once the key is generated:
Copy it and save it in a secure location (such as a password manager or secure notes system).
Do not share this key publicly, as it provides access to your Trello data when used in API calls.
You will need this key later when setting up the webhook that sends call data from Call Agent AI to Trello.
Step 4: Configure Allowed Origins
To ensure secure communication between Trello and your Call Agent AI Assistant, you need to specify which external domains are allowed to interact with your Power-Up.
Locate the Allowed Origins Section
In your Power-Up configuration page, scroll to or navigate to the Allowed Origins section.
Add the Call Agent AI Admin URL
In the input field, enter the following URL: https://admin.callagentai.com
This is the domain from which your webhook will be sending requests to Trello, and it must be explicitly allowed.
Save the Origin
Click the "Add" button to save the domain to your list of allowed origins.
By doing this, you're authorizing the Call Agent AI platform to securely make API calls to Trello on your behalf via the Power-Up.
Step 5: Generate Your Trello API Token
In addition to your API Key, Trello also requires a Token to authenticate actions made on your behalf. The token grants permission for the integration (in this case, your Call Agent AI webhook) to access and perform actions in your Trello account.
Locate the Token Generation Link
In your Power-Up’s description or configuration settings, look for a section or note labeled something like "Token" or "Manual Token Link".
This will typically be a URL that includes your API key and directs you to Trello's token authorization page.
Click the Token Link
Open the provided token link in your browser. It will take you to Trello’s authorization page, where you’ll be asked to:
Review the permissions being requested.
Confirm that you trust the application.
Authorize Access
Click "Allow" to grant the necessary permissions.
Trello will then generate a unique API Token tied to your user account.
Save Your Token Securely
Copy the generated token and store it in a secure location. You’ll need it, along with your API Key, to authenticate API requests from Call Agent AI to Trello.
Step 6: Retrieve Your Trello idList (Target List ID)
To create a Trello card via the API, you must specify the idList — a unique identifier for the list where you want the card to be placed. Here's how to find it:
Open Your Target Board and List
Log in to your Trello account.
Navigate to the board where you want new cards to be created.
Locate the specific list (e.g., "To Do", "New Leads", "Follow-Ups") where you want the cards to appear.
Open Any Card in That List
Click on any existing card inside the target list. (It doesn’t matter which card — you're just using it to access the list's metadata.)
Access the Card’s JSON Export
With the card open, click the "Share" button or three-dot menu (depending on the Trello interface).
Select "Export JSON". This will open a new browser tab displaying the raw JSON data for that card.
Step 7: Configure the Webhook in the CallAgent AI Admin Panel
Now that you have your Trello API Key, Token, and idList, you’re ready to configure the webhook in Call Agent AI that will automatically send call data to Trello and create a new card.
Go back to the Admin Panel
Remember the steps we took in Step 0? Navigate back to the Webhook settings page.
Fill in Webhook Fields
URL: Enter the Trello API URL to create a new card. Replace APIKey and APIToken with your actual values:
https://api.trello.com/1/cards?key=YOUR_API_KEY&token=YOUR_API_TOKEN
HTTP Method: Change the method from the default GET to POST — this is required for creating new resources (i.e., Trello cards).
Define the Webhook Request Body
The request body is the payload that will be sent to Trello's API whenever the webhook is triggered. This payload contains the information that will be used to create a new Trello card.
Use the following JSON template:
{
"idList": "your_idList_value",
"name": "New order from ${name}",
"desc": "${order_details}"
}
Here’s what each field means:
idList: Replace "your_idList_value" with the actual idList string you retrieved from Step 6. This tells Trello which list to place the new card in.
name: This defines the title of the Trello card. The placeholder ${name} is a dynamic variable that will be populated with the caller’s name or another relevant data field from Call Agent AI.
desc: This sets the description of the card. The ${order_details} placeholder will be replaced with relevant call transcript or extracted details (e.g., customer request, notes, or product info).
✅The ${...} format (e.g., ${name}, ${order_details}) is used by CallAgent AI to automatically insert dynamic data from the conversation into the webhook request.
To use these variables, you must first define them in your Assistant’s Information Extraction settings. These are the fields where the Assistant pulls specific data (like customer name, product, or issue) during a call.
Once defined, you can reference those variables using ${variable_name} in your webhook to pass that data into Trello.
Once you've filled in your actual idList, the payload will look something like:
Step 8: Test and Activate the Webhook
Once your webhook is fully configured with the correct URL, HTTP method, and request body, it’s time to test the connection and ensure that everything works as expected.
Click the "Test" Button
In the Call Agent AI Admin Panel, find your newly created webhook and click the "Test" button. This will simulate a call data submission and send a sample payload to the Trello API.
Verify the Trello Card Creation
Go to your Trello board and open the target list.
Check if a new card was successfully created using the test data.
Confirm that the card's title and description reflect the placeholders you defined (e.g., ${name}, ${order_details} replaced with actual test values).
Activate the Webhook
If the test succeeds, the webhook will be marked as Active, and it will begin automatically sending Trello card creation requests based on real-time call data from your Assistant. Don't forget to click save (click top-right save icon)!
🔒 Important Notes:
Secure Your Credentials Always store your Trello API Key, Token, and idList securely. Avoid hardcoding them into public code or sharing them in unsecured environments.
Update idList if Your Trello Structure Changes If you move your cards to a new list or board, make sure to retrieve and update the webhook with the new idList.
Multiple Webhooks for Flexibility You can configure multiple webhook setups for different Assistants or Trello lists. This is useful if you want to route different types of call data (e.g., orders, support requests, sales leads) to different boards or lists.
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