ConnectWise Manage + Trello

Create Trello cards for new or updated projects in ConnectWise Manage

Stay ahead of your project management tasks with this streamlined workflow. Whenever a project is added or updated in ConnectWise Manage, a new card gets created in Trello. This setup allows for a seamless exchange of information between your project management and productivity platforms, keeping your teams aligned and your projects on track. No more manual entry or checking multiple systems, this seamless integration does it all for you.

When this happens...
New/Updated Project
Triggers when a project is created or updated.
TriggerInstant
automatically do this!
Create Card
Triggers when a new card is added.
ActionWrite

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Supported triggers and actions

What does this mean?

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Trigger
Instant
Try It
- Company NameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
Action
Write
- CompanyRequired
- Company Name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search

- Company IdentifierRequired
- Company NameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
Action
Search or write
- Board
- List
- Filter
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- BoardRequired
- ListRequired
- Card
Trigger
Instant
Try It
- BoardRequired
- CardRequired
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
Try It
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- CardRequired
Action
Write
- BoardRequired
- LabelRequired
- List
- CardRequired
Action
Write
- BoardRequired
- Member(s)Required
- List
- CardRequired
Action
Write
- Board
- List
- CardRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
- NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- BoardRequired
- Label NameRequired
- Color
Action
Write
- BoardRequired
- List
- CardRequired
- LabelRequired
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- SearchRequired
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
- Label NameRequired
- Color
Action
Search or write
- BoardRequired
- List
- CardRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Search or write

- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Scheduled
Try It
- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone Number
- Default Phone
- Phone Type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
Action
Write
- Ticket TypeRequired
- TextRequired
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- Ticket TypeRequired
- Summary
Action
Write
- Company IdentifierRequired
Action
Search
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Param Number
- Parameter 1Required
- Value 1Required
- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone Number
- Default Phone
- Phone Type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
Action
Search or write
New Board
Triggers when a new board is added.
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- ActivityRequired
Trigger
Instant
Try It
- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Write
- Board
- List
- CardRequired
- File Attachments
- URL Attachments
Action
Write
- BoardRequired
- From List
- CardRequired
- To Board
- To ListRequired
Action
Write
- Board
- List
- CardRequired
- Card Name
- Card Description
- Card Due Date
- Due Complete
- Card Position
Action
Write
- BoardRequired
Action
Write
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist ItemRequired
Action
Write
- Board
- List
- Card
- ChecklistRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
- List
- Card
- SearchRequired
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

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About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn more Help

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PRODUCTS

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ConnectWise Manage + Trello

Create Trello cards for new or updated projects in ConnectWise Manage

New/Updated Contact

New, Updated or Both

Company Filter

Contact Type Filter

Specific Contact Filter

New/Updated Ticket

New, Updated or Both

Service Board Filter

Specific Service Ticket Filter

Project Filter

Create Company

IdentifierRequired

TypeRequired

StatusRequired

Site NameRequired

Address 1

Address 2

City

State

Zip Code

Country Name

Phone Number

Website

Market

Source

Number of Employees

Territory

Create Ticket

SummaryRequired

CompanyRequired

Record TypeRequired

Priority

Update Company

CompanyRequired

Company Name

Status

Address Line 1

Address Line 2

City

State

Zip Code

Country Name

Phone Number

Website

Market

Source

Number of Employees

Territory

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Param Number

Parameter 1Required

Value 1Required

Find Company

Company IdentifierRequired

Company NameRequired

IdentifierRequired

TypeRequired

StatusRequired

Site NameRequired

Address 1

Address 2

City

State

Zip Code

Country Name

Phone Number

Website