How to Create Trello Cards from Slack Messages with Make

Scenarios > Create new scenario > +

Create New Make Scenario

Log into Make and create a new scenario. Click the large plus button in the center to add your first module. This will open the app selection screen where you'll search for Slack. The first module will be your trigger that watches for new messages.

1. 1Click 'Create a new scenario' on the Make dashboard
2. 2Click the center + button to add first module
3. 3Search for 'Slack' in the app list
4. 4Select 'Watch Messages' from Slack triggers

Slack Module > Connection > Add

Connect Slack Account

Click 'Add' next to the Connection dropdown. Make will redirect you to Slack's OAuth screen. You need admin permissions to install apps in your workspace. After authorizing, you'll return to Make with a green connection established.

1. 1Click 'Add' button next to Connection dropdown
2. 2Click 'Allow' on Slack's permission screen
3. 3Wait for redirect back to Make
4. 4Verify green checkmark appears next to connection name

Slack Module > Configuration

Configure Slack Trigger Settings

Select the specific channel you want to monitor from the Channel dropdown. Set the trigger to watch for new messages only, not edits or thread replies. Configure any keyword filters if you only want certain messages to trigger card creation.

1. 1Select target channel from Channel dropdown
2. 2Set 'Watch for' to 'New messages'
3. 3Leave 'Include bot messages' unchecked
4. 4Set 'Limit' to 1 for testing

Between modules > Filter icon > Text conditions

Add Message Filter

Add a filter between Slack and the next module to only process messages containing specific keywords. Click the wrench icon between modules and set up a text filter. This prevents every message from creating cards.

1. 1Click the wrench icon that appears between modules
2. 2Name the filter 'Action Item Filter'
3. 3Set condition to 'Text contains'
4. 4Enter your trigger keyword like 'action:' or 'TODO:'

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

After Filter > + > Trello > Create a Card

Add Trello Create Card Module

Click the plus after your filter to add a Trello module. Select 'Create a Card' from the actions list. This module will take the filtered Slack message data and transform it into a new Trello card with the message content and metadata.

1. 1Click + button after the filter
2. 2Search for 'Trello' in apps list
3. 3Select 'Create a Card' action
4. 4Click 'Add' to create Trello connection

Trello Module > Connection > Add

Connect Trello Account

Authorize Make to access your Trello account by clicking through the OAuth flow. Make needs permission to read your boards and create cards. After authorization, you'll see all your Trello boards available in the dropdown.

1. 1Click 'Add' next to Connection dropdown
2. 2Click 'Allow' on Trello authorization screen
3. 3Return to Make and verify green connection
4. 4Wait for boards to load in Board dropdown

Trello Module > Card Configuration

Configure Card Creation Settings

Select your target board and list from the dropdowns. Map the Slack message text to the card name field and add the username and timestamp to the description. This preserves context about who requested the task and when.

1. 1Select target board from Board dropdown
2. 2Choose destination list from List dropdown
3. 3Map Slack 'text' field to Card 'name'
4. 4Add username and timestamp to 'description' field

Trello Module > Advanced Options

Set Up Card Labels and Due Dates

Configure optional card properties like labels for categorization and due dates if your team uses time-based workflows. You can map Slack user info to Trello members if both systems share the same email addresses.

1. 1Expand 'Show advanced settings'
2. 2Select default label from Labels dropdown
3. 3Set 'Due date' if using time-based workflows
4. 4Map Slack user email to Trello members if needed

Scenario > Save > Run once

Test the Workflow

Save your scenario and run a test by posting a message with your trigger keyword in the monitored Slack channel. Check the execution log to see if the card was created successfully. Verify the card appears in your Trello board with correct content.

1. 1Click 'Save' in the bottom toolbar
2. 2Post test message with keyword in Slack channel
3. 3Click 'Run once' in Make
4. 4Check execution log for success/errors

Scenario > Scheduling > ON

Enable Auto-Run and Schedule

Turn on the scenario to run automatically by clicking the toggle switch. Make will now monitor your Slack channel continuously and create cards in real-time. Set the scheduling interval to immediate for instant card creation.

1. 1Click the OFF/ON toggle to enable the scenario
2. 2Verify 'Immediately' is selected for scheduling
3. 3Click 'OK' to confirm auto-run settings
4. 4Monitor first few automatic executions

This formula cleans Slack message text by removing the trigger keyword and formatting mentions as readable names for better Trello card titles.

// Clean card title by removing trigger keyword
if(
  contains({{slack.text}}, "action:"),

// Clean card title by removing trigger keyword
if(
  contains({{slack.text}}, "action:"),
  trim(replace({{slack.text}}, "action:", "")),
  if(
    contains({{slack.text}}, "TODO:"),
    trim(replace({{slack.text}}, "TODO:", "")),
    {{slack.text}}
  )
)

// Format description with user and channel context
"Requested by " + {{slack.user_profile.display_name}} + 
" in #" + {{slack.channel}} + 
" on " + formatDate({{slack.ts}}; "YYYY-MM-DD HH:mm")