Skip to main content

​
Trello

Connect Trello to export Finseo tasks as cards into any list on your boards. Card descriptions include the evidence and recommended steps in markdown.

​
What you can do

  • Export any Finseo task as a Trello card with one click.
  • Auto-export new tasks via automation rules (filtered by category and impact).
  • Assign exported cards to Trello members directly from Finseo.

​
Get your API key and token

Trello authenticates with an API key + token pair. The key is tied to a Power-Up:
  1. Go to the Power-Ups admin portal and create a new Power-Up if you don’t have one (name and email are enough — no code required).
  2. Open your Power-Up and switch to the API Key tab, then click Generate a new API Key.
  3. Click the Token link next to your API key, review the permissions, and click Allow. Trello shows a 64-character token.
  4. Copy both the API key and the token.
See Trello’s REST API guide for details.

​
Connect

  1. In Finseo, open Integrations → Trello → Connect.
  2. Enter the API key and the token, then save.

​
Export tasks

  • On the Tasks page, open a task and use Export → Trello, then pick a board list.
  • Optionally choose a Trello assignee.

​
Automation rules

Under Tasks → Automation, create rules that create Trello cards from new Finseo tasks automatically — filtered by category and minimum impact.

​
Troubleshooting

Key and token belong together: the token must have been generated via the Token link of the same API key. Regenerating the key invalidates old tokens.
The token only grants access to boards your Trello user is a member of. Join the board, then reopen the picker.