Trello Integration

Before you begin

Make sure you have the following ready:

• An active Expiration Reminder account with permission to manage integrations.
• A Trello account, and access to the board where you want renewal cards to appear.
• The documents, licenses, or certifications you want to monitor already added in Expiration Reminder, each with an expiration date.

How to set up the Trello integration

1. Sign in to your Expiration Reminder account.
2. Go to Settings > Integrations.
3. Find Trello in the list of available integrations and click Connect.
4. In the authorization window, sign in with your Trello credentials and approve the requested access.
5. Select the Trello board and list where new cards should be created.
6. Choose which records should trigger a card and how many days before their expiration date each card should be created.
7. Save your settings. The integration is now active.

   To confirm the integration is working, check that a record with an upcoming expiration date within your configured lead time generates a card on your selected Trello board.

What data syncs and what triggers a Trello card

After setup, Expiration Reminder automatically monitors the expiration dates of the records you selected and creates a Trello card when a record reaches your configured lead time. When a record reaches the lead time you configured, the integration creates a card on the board and list you chose, including the item name and expiration date, so your team has the context to act.

You control which categories of records create cards and how far in advance, so your board stays focused and uncluttered.

Managing renewal cards in Trello

Renewal cards behave like any other Trello card. You can assign members, add due dates, attach files, move the card across your lists as work progresses, and archive it once the renewal is complete. Your team can manage renewals within the Trello workflow they already use.

Troubleshooting

• Cards aren't being created. Confirm the integration shows as connected in Settings > Integrations, and that the records you expect have a valid expiration date within your configured lead time.
• Cards appear on the wrong board or list. Open the integration settings and update the selected board and list.
• The connection failed during setup. Make sure you approved the requested Trello permissions, then try connecting again.
• The connection stopped working. If your Trello access changed, reconnect the integration to refresh authorization.
• Records aren't syncing after reconnecting. After reconnecting, allow a few minutes for the integration to re-sync and confirm that the affected records still have valid expiration dates.

Frequently asked questions

Will this create duplicate cards? No. Expiration Reminder creates one card per record when it reaches the configured lead time. Duplicate cards are not created.

Can I send cards to different boards for different record types? Not within a single connection. Each connection sends all selected records to one board and list. To route different record types to different boards, set up separate connections — one per board. Each connection creates cards on the board and list you select. Choose the board that best fits how your team manages renewals.

Does archiving a card in Trello change anything in Expiration Reminder? Archiving a Trello card removes it from your board view but does not affect the corresponding record in Expiration Reminder. You still update the record in Expiration Reminder once the renewal is complete so future reminders reflect the new date.

Is there an extra cost? The Trello integration is available on all Expiration Reminder plans at no additional cost. Check the pricing page for the most up-to-date plan details. A separate Trello account is required; Trello's own pricing applies.