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Trello + Autotask Integrations

Appy Pie Connect allows you to automate multiple workflows between Trello and Autotask

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Trello

Trello is a team communication app that organizes your projects into boards. Trello’s boards, lists and cards enable you to organize and prioritize your personal and work life in a fun, flexible and rewarding way.

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

Autotask Integrations
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Best ways to Integrate Trello + Autotask

  • Trello Autotask

    Trello + Autotask

    Create Account from Autotask from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Autotask Create Account
  • Trello Autotask

    Trello + Autotask

    Create Ticket from Autotask from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Autotask Create Ticket
  • Trello Autotask

    Trello + Autotask

    Create Time Entry from Autotask from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Autotask Create Time Entry
  • Trello Autotask

    Trello + Autotask

    Create Contact from Autotask from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Autotask Create Contact
  • Trello Autotask

    Trello + Autotask

    Create Ticket Note from Autotask from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Autotask Create Ticket Note
  • Trello {{item.actionAppName}}

    Trello + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Trello + Autotask in easier way

It's easy to connect Trello + Autotask without coding knowledge. Start creating your own business flow.

    Triggers
  • Card Archived

    Triggers the moment a Card is archived in your Trello account.

  • Card Moved to List

    Triggers once a Card is moved to a Trello List within the same board.

  • Card Updated

    Triggers the moment you update a Card in Trello.

  • New Activity

    Triggers on every new activity in Trello.

  • New Attachment

    Triggers every time a new attachment is added on board, list or card in Trello.

  • New Board

    Triggers when you add a new board in your Trello account.

  • New Card

    Triggers when a new card is added.

  • New Checklist

    Triggers every time a new checklist is created in Trello.

  • New Comment in Card

    Triggers once a Comment is added to a Trello Card.

  • New Label

    Triggers the moment you create a new label in Trello.

  • New Label Added to Card

    Triggers once you add a new label in a Trello Card.

  • New List

    Triggers whenever a new list is added on a board.

  • New Member on Card

    Triggers when a new card is added in Trello account.

  • New Notification

    Triggers the moment you receive a new notification in Trello.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • Add Checklist to Card

    Adds a new (or existing) checklist to a Trello card.

  • Add Label to Card

    Adds an existing label to a specific card.

  • Add Members to Card

    Adds one or multiple members to a specific Trello card.

  • Archive Card

    Archives a card.

  • Complete Checklist Item in Card

    Complete an existing checklist Item in a Trello Card.

  • Create Board

    Creates a new board.

  • Create Card

    Creates a new card on a specific board and list.

  • Create Checklist Item in Card

    Creates a new checklist item in a Trello card.

  • Create Comment

    Creates a new comment to the specified Trello card.

  • Create Label

    Adds a new label to your chosen board.

  • Delete Checklist in Card

    Removes an existing checklist on a card.

  • Move Card to List

    Moves your selected card to a list on a specific board.

  • Remove Label from Card

    Delete an existing label from a Trello card.

  • Update Card

    Update a basic information of card such as name, description, due date, or position in list.

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How Trello & Autotask Integrations Work

  1. Step 1: Choose Trello as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Autotask as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Trello to Autotask.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Trello and Autotask

Trello is a project management and cplaboration top that was originally developed by Fog Creek Software in 2011. Trello was launched as a public beta in April of that year, and it became formally available on May 21, 2012. Currently, Trello has more than 12 million users (as of April 2016. In the course of its growth, Trello has been named one of the 50 best websites of 2012 by Time magazine, one of the Best New Business Tops of 2012 by PC Magazine, and one of the five best web apps for productivity by Lifehacker.com.

Autotask is a software program for managing customers and their projects. For this reason, Autotask is also sometimes called customer relationship management software. It is used by small- to mid-size businesses to manage relationships with their customers. It integrates with other business applications to allow for better cplaboration and communication between departments.

Integration of Trello and Autotask

Trello can be integrated with Autotask, which means that you can use Trello’s tops for project management with Autotask’s features for customer relationship management. The way this works is that Trello creates lists or cards for each project that you have set up in Autotask. Then, you can create boards in Trello to represent groups of customers or projects related to each other. You could then use these boards to keep track of projects your company is working on with each of its clients.

Autotask’s features, like its integration with other business applications, will also benefit from the integration with Trello. You could, for example, use the integration to integrate your accounts payable department with your accounting software so that invoices are automatically created in Autotask when an invoice is created in QuickBooks. This way, your accounting department can manage its clients’ invoices in one place.

As another example, you could use the integration to integrate your customer service department with your help desk software so that each email sent to your help desk system is automatically added to a Trello card when it is received. Then, you could use Trello’s tops for task management to assign the email or the request to one of your employees who handles customer service questions. This would allow you to keep all customer service requests organized in one place so that everyone in your company knows where they need to go if they have a question about your product or service.

Benefits of Integration of Trello and Autotask

Because both tops are already very popular on their own, there are many benefits to integrating them. Some of the main benefits include:

Lists or cards can be sent from Trello to Autotask and vice versa

All information is kept in one place

No need to switch from one application to another

All information is automatically updated

In conclusion, both Trello and Autotask are great tops for project management and customer relationship management respectively. Because these two tops can be integrated with each other, however, they can be used together in order to manage your projects more efficiently and effectively.

The process to integrate Trello and Autotask may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.