Trello + Wayfront

Create new Trello boards for each new client in Wayfront

Keep all your client information organized with this efficient workflow. Whenever a new client is added on Wayfront, a corresponding board is diligently created in Trello. This allows you to track and manage client projects effectively, without having to manually transfer information between systems. Benefit from this streamlined process and concentrate on providing superior services.

Keep all your client information organized with this efficient workflow. Whenever a new client is added on Wayfront, a corresponding board is diligently created in Trello. This allows you to track and manage client projects effectively, without having to manually transfer information between systems. Benefit from this streamlined process and concentrate on providing superior services.

  1. When this happens...
    WayfrontWayfront
    New Client

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Board

    Triggers when a new board is added.

    ActionWrite
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Supported triggers and actions

    • Service

    Trigger
    Instant
    Try It
    • OrderRequired

    • User

    Action
    Write
trello logo
trello logo

About Trello

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

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  • Project Management

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wayfront logo
wayfront logo

About Wayfront

Wayfront is a productized agency client portal platform that helps you bill, onboard, and service clients at scale, all in one place.
Learn more

Related categories

  • Project Management