Trello
Trello
Connect Trello with all your business tools. Boards, tasks and workflow data sync automatically in real time, keeping everything aligned and organized.
Connect Trello with your favorite app
Connect Trello with your favorite app
Supported Integration
With CRM systems
Integrate Trello with your CRM app that will enable syncing the customer data, creating new contact or adding a new form.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?
When new form is submitted in the CRM app, then a new task is created or added in the Trello app as a new card.
Tasks
You can create tasks for the new added customers automatically in the Trello app.
Deal
When a deal stage is updated in the CRM app, automatically a task or folder is created in Trello.
How does it work?
When new form is submitted in the CRM app, then a new task is created or added in the Trello app as a new card.
Tasks
You can create tasks for the new added customers automatically in the Trello app.
Deal
When a deal stage is updated in the CRM app, automatically a task or folder is created in Trello.
How does it work?
When new form is submitted in the CRM app, then a new task is created or added in the Trello app as a new card.
Tasks
You can create tasks for the new added customers automatically in the Trello app.
Deal
When a deal stage is updated in the CRM app, automatically a task or folder is created in Trello.
With accounting systems
Integrate Trello with your accounting system and automatically manage your tasks on payments made.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?
New tasks are added to the Trello dashboard when an online customer makes the payment on the accounting system.
Customers
With the integration, you can create cards on Trello to manage your work when a new customer is added in your accounting app.
Lists
You can automatically create lists in Trello when there is a new payment in the accounting system.
How does it work?
New tasks are added to the Trello dashboard when an online customer makes the payment on the accounting system.
Customers
With the integration, you can create cards on Trello to manage your work when a new customer is added in your accounting app.
Lists
You can automatically create lists in Trello when there is a new payment in the accounting system.
How does it work?
New tasks are added to the Trello dashboard when an online customer makes the payment on the accounting system.
Customers
With the integration, you can create cards on Trello to manage your work when a new customer is added in your accounting app.
Lists
You can automatically create lists in Trello when there is a new payment in the accounting system.
With webshops
Integrate Trello with webshops or ecommerce apps to manage your customer orders and product listings.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?
When there is a new order in the ecommerce store, a new customer is added in the Trello. You can also create webshop orders from the cards in Trello.
Customer
With the task created in Trello, you can create a customer in the ecommerce system.
Order
With the task created in Trello, you can create a new order in the ecommerce system.
Products
With the new task created in Trello, you can create products in the ecommerce system.
How does it work?
When there is a new order in the ecommerce store, a new customer is added in the Trello. You can also create webshop orders from the cards in Trello.
Customer
With the task created in Trello, you can create a customer in the ecommerce system.
Order
With the task created in Trello, you can create a new order in the ecommerce system.
Products
With the new task created in Trello, you can create products in the ecommerce system.
How does it work?
When there is a new order in the ecommerce store, a new customer is added in the Trello. You can also create webshop orders from the cards in Trello.
Customer
With the task created in Trello, you can create a customer in the ecommerce system.
Order
With the task created in Trello, you can create a new order in the ecommerce system.
Products
With the new task created in Trello, you can create products in the ecommerce system.
With inventory systems
Integrate Trello with inventory management system to automate your sales orders, items, or contact creation.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?
When a new folder is created in Trello for the customer, then a sales order/contact is automatically created in the inventory management app.
Sales orders
Create sales orders in your inventory management system, when there is a card created in Trello.
Contacts
Create contacts in your inventory management system, when there is a new card created in Trello.
How does it work?
When a new folder is created in Trello for the customer, then a sales order/contact is automatically created in the inventory management app.
Sales orders
Create sales orders in your inventory management system, when there is a card created in Trello.
Contacts
Create contacts in your inventory management system, when there is a new card created in Trello.
How does it work?
When a new folder is created in Trello for the customer, then a sales order/contact is automatically created in the inventory management app.
Sales orders
Create sales orders in your inventory management system, when there is a card created in Trello.
Contacts
Create contacts in your inventory management system, when there is a new card created in Trello.
Supported Triggers and Actions
Trello
Triggers
Select an app
Select an app
Select an app
Benefits of Integrating
Trello
with Cloudify
Streamlined Task Management
Integrate Trello to track projects, manage deadlines, and view complete workflow histories in one place.
Automated Card Creation
Create cards automatically from emails, chats, or tickets to reduce manual task entry and boost efficiency.
Real-Time Status Updates
Sync Trello with collaboration tools for instant notifications, progress tracking, and team-wide updates.
Enhanced Document Management
Connect file storage systems to auto-attach documents, maintain version control, and organize project files.
Seamless Calendar Sync
Integrate with calendar apps to turn due dates into events and keep team schedules aligned.
Comprehensive Reporting Integration
Link Trello with analytics tools to track progress, measure productivity, and improve workflows through data insights.
Customized to your needs
Cloudify is a platform that automates most of your accounting tasks for your webshop sales.
Implementation
Implementation
Implementation