INTEGRATIONS

Trello Integrations with Cloudify

trello
crm system

With CRM systems

Integrate Trello with your CRM app that will enable syncing the customer data, creating new contact or adding a new form.


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.

trello
accounting

With accounting systems

Integrate Trello with your accounting system and automatically manage your tasks on payments made.


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.

trello
webshop

With webshops

Integrate Trello with webshops or ecommerce apps to manage your customer orders and product listings.


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.

trello
inventory

With inventory system

Integrate Trello with inventory management system to automate your sales orders, items, or contact creation.


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.

FEATURES

Benefits of integrating Trello with Cloudify

team collaboration

Team collaboration

All your teams can work in sync on one platform by commenting on the cards, automatically creating cards based on customer data, and more.

Multiple boards

Multiple boards

With the integration, you can push different items to different Trello boards that are specific to customers or projects.

Client onboarding

Client onboarding

Fast track communication by integrating emails with Trello and sending project updates, deadlines, and onboard customers.

Track work

Track work

Track the tasks of your team and also plan work for them through Trello integrations.

Get the best of Trello integrations with Cloudify

Cloudify offers Trello integrations with a plethora of excellent software, thus offering even more opportunities to streamline the daily tasks and increase productivity. To know more get in touch with us.

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Start the conversation about how Cloudify can help your business. Got a particular question or want to schedule a call?

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