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.
WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps businessWHMCS Integrations
It's easy to connect Trello + WHMCS 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 client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket is created.
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 a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
Trello and WHMCS are two popular applications in their respective niches. Trello is a web-based project management app that helps to organize workflow and cplaborate with team members. And WHMCS is an open source billing system that helps web hosts manage their customers and accounts. In this article, we will see how we can use them together and derive benefits from it.
Integration of Trello and WHMCS is very easy. There are three ways to integrate them. using Zapier, by creating a custom integration, or by using a third party service. Let’s see how they work.
Using Zapier is the easiest way for integrating these two apps. It is a top that lets you connect different web apps via ‘Zaps’ (actions. Once the connection is established, you can start creating zaps. To create a zap for connecting Trello and WHMCS, you need to enable the Trello App in Zapier. After enabling the app, you can create a new Zap by selecting the ‘Webhook + Trello’ action. As part of the setup, you will need to provide a unique ‘Token’ for your Trello board and the name of your Trello board. The token is available in the settings section of your Trello board. After providing these details, you can trigger this zap based on triggers such as adding a card to your Trello board, adding a new card to your Trello board, updating a card in your Trello board, deleting a card from your Trello board, deleting a card in your Trello board, pinning a card to your Trello board, unpinning a card from your Trello board, moving a card from one list to another, changing the due date of a card, changing the status of a card, changing the label of a card, updating the description of a card, updating the attachments of a card, and updating the labels on a card.
Creating a Custom Integration:
Another method for integrating these two apps is creating a custom integration. To do so, fplow these steps:
Step 1. Go to your ‘Integrations’ page and click on ‘+ New Integration’ button.
Step 2. Select ‘Zapier’ as the integration type and click on ‘Connect’ button.
Step 3. Enter your account details in the next screen and click on ‘Connect Account’ button.
Step 4. On the next screen, enter the details for connecting to your Trello account(the API key. and click on ‘Connect Account’ button.
Step 5. On the next screen enter details for connecting to your WHMCS account (the API key. and click on ‘Connect Account’ button.
Step 6. Now go back to the previous screen and click on ‘Continue with Zaps’ button. Select your desired trigger(it can be any. Click on ‘Continue’ button.
Step 7. Next specify the trigger for this Zap. In this case select ‘WHMCS Account > Setting > Created new product/hosting package/service plan/domain/addon or changed existing product/hosting package/service plan/domain/addon’ trigger and then click on ‘Continue’ button.
Step 8. Specify the action for this Zap by selecting ‘Trello Card > Create Card’ action and then clicking on ‘Continue’ button. This tells which action should be performed when something happens with WHMCS. In this case whenever someone creates or updates some product in WHMCS, we will create or update a card in our Trello board. In the next screen, make sure you add this Zap to appropriate lists(you can create new lists too here), choose appropriate boards(you can create new boards also), and then click on ‘Save Integration’ button. That’s it! You have successfully created a custom integration between WHMCS and Trello now!
Using Third Party Service:
A third method for integrating these two apps is using third party service called IFTTT (If This Then That. To integrate these two apps using IFTTT:
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