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.
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.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItCompany 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
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
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
