Connect ConnectWise Manage and Trello to unlock the power of automation
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Set up your first integration
Quickly connect ConnectWise Manage to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Trello - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Trello, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - 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
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- 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
ActionWrite
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Connect ConnectWise Manage and Trello to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Trello on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Trello
How can I integrate ConnectWise Manage with Trello using your platform?
We offer an integration system where you can connect ConnectWise Manage and Trello easily. By setting up workflows—called Zaps—you can define triggers from ConnectWise Manage, such as a new ticket or task creation, and specify corresponding actions in Trello, like adding a card or updating a list.
Which common triggers from ConnectWise Manage are supported for Trello integration?
Our platform supports several triggers from ConnectWise Manage, such as 'New Ticket,' 'Updated Ticket,' 'New Contact,' and 'New Company.' These triggers can automatically initiate actions in Trello to keep your projects streamlined.
What types of actions can be performed in Trello when a trigger occurs in ConnectWise Manage?
Some common actions that can be executed in Trello include creating a new card, updating an existing card, moving a card to another list, and posting comments on cards based on the triggers set from ConnectWise Manage.
Is it possible to customize the data sent from ConnectWise Manage to Trello?
Yes, you can customize the fields of data transferred from ConnectWise Manage to Trello. Our platform allows mapping specific fields between these two apps ensuring only relevant information is shared.
Are there any limitations on the number of integrations between ConnectWise Manage and Trello?
There are generally no set limits on the number of Zaps you can create between ConnectWise Manage and Trello; however, depending on your plan, there may be limits concerning task numbers or update frequencies.
Does your platform support real-time updates between ConnectWise Manage and Trello?
The updates might not be real-time since they depend on polling intervals and other system factors. Usually, our platform processes updates frequently enough for effective synchronization but may not provide instantaneous sync.
What should I do if I encounter issues during the integration process between ConnectWise Manage and Trello?
If any issues arise during the integration setup or during operation, reviewing our troubleshooting guide may resolve common problems. However, persistent issues might require reaching out to our support team for more detailed assistance.
