Trello integration
Surface Trello board and card status in Fin conversations
Overview
Configure a Data connector to expose Trello data to Fin (boards, lists, and cards), keeping support workflows organized and customer-facing task status in sync.
On Intercom, you set up the Trello connection in the same workspace as your Helpdesk inbox, tickets, and reporting, and Fin hands off to your team there with the full conversation.
What you can do
- Expose Trello boards, lists, and card data to Fin via Data connector
- Let Fin reference card status, checklists, and due dates in answers
- Answer customer status queries using live Trello task data
- Use Trello data in Fin conversations, Workflows, and Procedures
- Requires JWT or email OTP user authentication for live use in production
How it works
Go to Fin AI Agent → Train → Tasks → Manage Data connectors and create a custom connector for Trello, or start from an AI recommendation.
Set up the API call to your Trello system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.
Data connectors require JWT or email OTP user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.
Configure
Works with Fin through an API Data connector, supporting both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.
Read the full setup documentation →
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