A Trello email integration that turns conversations into cards on your boards
Sektra connects to Trello so that a customer conversation becomes a card on the board where the team already plans its work. It is meant for teams that run requests, orders or projects through Trello lists and answer customers from a shared inbox. The conversation is attached to each new card, and the list a card sits in shows beside the thread, so the person replying can see where the work stands.
What Sektra does with Trello
Create a Trello card from an email
Every conversation in Sektra has an Apps button with a panel for each connected tool. Choose Create card in the Trello panel, and Sektra adds a card named after the conversation's subject to the top of a list. Paste a board link to use that board's first list, or leave the field empty for the default board chosen when Trello was connected.
The conversation is attached to the Trello card
Every card created from Sektra carries a link to its conversation as an attachment. The description holds your note, or the conversation's preview text when you write none, followed by the customer's name and email address. A teammate with access to that inbox opens the thread straight from the card.
Link an existing Trello card to a conversation
If a card for the request already exists, choose Link card and paste the card's link from Trello. Nothing is written to the card, and one card can be linked from several conversations.
See which list a Trello card is in
The Trello panel shows each linked card with the list it currently sits in, which is how a board expresses status. A due date appears beside the list name. Cards whose due date is marked complete move under Done, and an archived card is labeled Archived.
Rules that create Trello cards
Rules can add the card without anyone opening the form, because their actions include Create card in Trello once the connection is made. A rule that runs when a tag is added puts every tagged conversation on the list you chose. A repeat trigger on the same conversation within a day adds no second card.
The assistant can search your Trello cards
The assistant, Sektra's built-in AI, can read the cards linked to a conversation and search Trello for a card by its wording. Asked where a request stands, it answers with the card and the list it is in.
How to connect Trello
- 1
Get two codes from Trello
On Trello's Power-Up admin page, copy the key, then approve an access code for that key with permission to read and write.
- 2
Paste them into Sektra
Under Settings, Integrations, choose Connect Trello and enter both codes, with the link of the board new cards should go to by default. Connecting needs permission to manage integrations, and Sektra stores the codes encrypted and never shows them again.
- 3
Start from any conversation
Trello now appears under Connected with a Working label, and anyone who can reply in an inbox can create and link cards from its conversations.
Common questions
Setup, permissions and what Sektra reads from Trello, with a contact link for anything not covered here.
Can I create a Trello card from an email?
Yes. Sektra connects to Trello, and any email, WhatsApp or live chat conversation can be turned into a card from the Apps button on the thread. The card goes to the top of the list you name, with your note as its description and the conversation attached.
Which board and list do new Trello cards go to?
New cards go to the first list of the default board, unless the form or the rule names another list or gives another board's link. Cards are then moved between lists in Trello as usual, and Sektra shows the new list the next time the panel opens.
Can Sektra see every board in our Trello workspace?
Sektra sees what the Trello member who supplied the codes can see, so a board that member cannot open is out of reach. It creates cards and reads the ones your team has linked, and it does not move, edit, archive or delete them. A card deleted in Trello drops off the panel the next time it opens.
Connect Trello and see it work
Connect a mailbox first, then add Trello from Settings. Both steps take a few minutes, and the team can work from the inbox the same day.