> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hyra.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Trello

<img src="https://mintcdn.com/hyra/_qr5ulpWZdIsRVbg/images/integrations-trello_link.png?fit=max&auto=format&n=_qr5ulpWZdIsRVbg&q=85&s=cf4f7333a9ca68becbcc759f25cbb3ba" className="rounded-xl" alt="Connect to Trello" width="240" height="74" data-path="images/integrations-trello_link.png" />

Using Hyra's Trello Integration, you can sync information from Trello card comments onto Hyra, such as warnings, suspensions, demotions, terminations and notes. The system works by matching your card comments onto Hyra using regular expression.

If you're fully Hyra for your logbook, you won't need this feature - it's only for those who have a hybrid setup.

<Warning>
  Rules are applied going forward to <b>new</b> comments, and will not be applied retrospectively.
</Warning>

## Linking your Trello Board

<Note>
  To continue, you'll need the following permission: <b>Workspace Admin</b>
</Note>

<Steps>
  <Step title="1.	Connect your Trello account to your Hyra workspace">
    First, connect your Trello account to your workspace. Please do note that you'll only need <b>one</b> Trello account to link your whole workspace.
  </Step>

  <Step title="Select the board that you want to link">
    Once you've connected your Trello account, you'll then need to select the board to link it to your workspace.
  </Step>

  <Step title="Check if the card is matched to your staff.">
    Once the cards have been processed, the system will show if they've found a match. If they matched the same person, click the button below.

    <img src="https://mintcdn.com/hyra/_qr5ulpWZdIsRVbg/images/integrations-trello_match.png?fit=max&auto=format&n=_qr5ulpWZdIsRVbg&q=85&s=6767ed875ce3588b0d1aea295830a1a1" className="rounded-xl" alt="Matching the Trello and Staff's logbook" width="624" height="82" data-path="images/integrations-trello_match.png" />

    For them to match, be sure to have their Username or User ID as the title of the card. You are free to add any prefixes like \[MR] or \[HR].
  </Step>
</Steps>

## Creating an Action

Once you've linked your Trello board to your Hyra workspace, it's now time to create an action. These will instruct the system on what to do once a comment has been made to a card.

<Note>
  To continue, you'll need the following permission: <b>Workspace Admin</b>
</Note>

<Steps>
  <Step title="Create an action">
    In the action editor, click <b>Create an Action</b> to create an action.
  </Step>

  <Step title="Configure the action trigger">
    First confgure the action trigger. If a specific keyword has been sent, it will trigger the action. It uses <b>regex</b> to identify if the comment contains the specified word/sentence.

    <Tip>
      Here are some tips to help you set it correctly!

      * Use [regex101.com](https://regex101.com/) to check if it correctly identifies the trigger.
      * Be sure to have `^` and `$` on your trigger. Don't worry, you don't need to put ^ or \$ on your comments.
      * If you have comments that is set to markdown (like Bold text), be sure to put a backslash on every syntax. Example: `\*\*Promotion\*\*`
    </Tip>
  </Step>

  <Step title="Configure the action">
    Once you have a trigger, time to configure the action. To create one, select <b>Add action</b> and it should show on the right or bottom of the trigger.

    Then, select what type of log will be created. For logging warnings, you have more choices to select!

    <img src="https://mintcdn.com/hyra/_qr5ulpWZdIsRVbg/images/integrations-trello_actioneditor.png?fit=max&auto=format&n=_qr5ulpWZdIsRVbg&q=85&s=8d53b93e0188d8f8ba34827f8baa7d5a" className="rounded-xl" alt="Hyra's Action Editor" width="556" height="294" data-path="images/integrations-trello_actioneditor.png" />

    Once done, hit <b>Save action</b> to save your action.
  </Step>
</Steps>

### Stackable Actions

You can also stack actions too! You can mix and match on any of the actions based on your use-case!

<img src="https://mintcdn.com/hyra/_qr5ulpWZdIsRVbg/images/integrations-trello_stackable-actions.png?fit=max&auto=format&n=_qr5ulpWZdIsRVbg&q=85&s=9b51ac75eeccb0555f62479c9189cc50" className="rounded-xl" alt="Stackable Actions in the Action Editor" width="624" height="342" data-path="images/integrations-trello_stackable-actions.png" />

## Triggering the Action

Once everything has been set up, it's time to test it out!

<Note>
  To continue, you'll need to be a member or admin of the Trello Board and have the permission <b>View Logbook</b> and <b>Post to Logbook</b>.
</Note>

<Steps>
  <Step title="Post a comment to your Card">
    You can do this to any of your staff's card. Just post a comment with the specific trigger.

    <img src="https://mintcdn.com/hyra/_qr5ulpWZdIsRVbg/images/integrations-trello_comment-create.png?fit=max&auto=format&n=_qr5ulpWZdIsRVbg&q=85&s=08ad8ef0b96e6183c23b31e78615b3c1" className="rounded-xl" alt="Creates a comment in a Trello card." width="584" height="222" data-path="images/integrations-trello_comment-create.png" />
  </Step>

  <Step title="Check your Logbook">
    If the system detects the trigger word via Regex, it should create a logbook log.

    <img src="https://mintcdn.com/hyra/_qr5ulpWZdIsRVbg/images/integrations-trello_comment.png?fit=max&auto=format&n=_qr5ulpWZdIsRVbg&q=85&s=88d95c204d572ec1bebc87e43bcfb5f2" className="rounded-xl" alt="A comment in a Trello card." width="585" height="133" data-path="images/integrations-trello_comment.png" />

    It will also show `(triggered by Trello, {Trello Username})` to signify that it was created via the Trello Integration.

    <img src="https://mintcdn.com/hyra/_qr5ulpWZdIsRVbg/images/integrations-trello_logbook.png?fit=max&auto=format&n=_qr5ulpWZdIsRVbg&q=85&s=8f3520b9586fc6d4c10d64c60db06112" className="rounded-xl" alt="A comment in a Trello card." width="624" height="209" data-path="images/integrations-trello_logbook.png" />
  </Step>

  <Step title="Delete the test cards">
    Once the triggers and actions has been correctly set up, time to clean the logbook! Be sure to delete the test cards (especially the warning entries) to clean your or an other's staff logbook!
  </Step>
</Steps>

## Unlinking a Board

If you've accidentally chose the wrong board, don't worry. Just select if it allows you to, and click <b>Unlink board</b> below the board's photo and name.

<img src="https://mintcdn.com/hyra/_qr5ulpWZdIsRVbg/images/integrations-trello_unlink.png?fit=max&auto=format&n=_qr5ulpWZdIsRVbg&q=85&s=dc8026f0dc34ddf35900cd187e74c619" className="rounded-xl" alt="Unlinking the Board in Integrations." width="411" height="231" data-path="images/integrations-trello_unlink.png" />
