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.
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
It's easy to connect Trello + Autotask without coding knowledge. Start creating your own business flow.
Triggers the moment a Card is archived in your Trello account.
Triggers once a Card is moved to a Trello List within the same board.
Triggers the moment you update a Card in Trello.
Triggers on every new activity in Trello.
Triggers every time a new attachment is added on board, list or card in Trello.
Triggers when you add a new board in your Trello account.
Triggers when a new card is added.
Triggers every time a new checklist is created in Trello.
Triggers once a Comment is added to a Trello Card.
Triggers the moment you create a new label in Trello.
Triggers once you add a new label in a Trello Card.
Triggers whenever a new list is added on a board.
Triggers when a new card is added in Trello account.
Triggers the moment you receive a new notification in Trello.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Adds a new (or existing) checklist to a Trello card.
Adds an existing label to a specific card.
Adds one or multiple members to a specific Trello card.
Archives a card.
Complete an existing checklist Item in a Trello Card.
Creates a new board.
Creates a new card on a specific board and list.
Creates a new checklist item in a Trello card.
Creates a new comment to the specified Trello card.
Adds a new label to your chosen board.
Removes an existing checklist on a card.
Moves your selected card to a list on a specific board.
Delete an existing label from a Trello card.
Update a basic information of card such as name, description, due date, or position in list.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
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.
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.
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.