Trello requires a user to perform certain actions. At SendBoard we've created a number of users that we can assign to your board to perform actions in response to incoming emails. This includes creating cards from new tickets and commenting on a card when a new email arrives.

We automatically add this user to your board when you first create your mailbox or account.

What to do when the bot has been removed

If the bot is removed from your board either deliberately or by accident, we no longer have a Trello user that can create cards or comments on your board. We can pick this up whenever a new email arrives and we attempt one of these actions.

To fix this, simply click on the SendBoard button to go to settings and navigate to the Board tab and we will automatically add the bot back for you.

Don't worry about losing emails, though. We will email the account owner if this ever happens and we will be able to reprocess any emails that have arrived since the bot was removed. You just need to send us an email at hello@sendboard.com and we will assist you.

Guest Permissions

Sometimes when we attempt to add the bot to the board we run into some problems. The most likely reason you'd have this issue, is a setting available to Trello Business Class Teams called "Inviting Guests to Boards". If this is set to "Only Team Members", we will be unable to add the bot as a guest user. 

You'd need to change this setting to "Anybody" and then try again to complete the SendBoard set up process.

Once the bot has been added, you can change the setting back to "Only Team Members".

Did this answer your question?