Trello is a visual project management tool built around boards, lists, and cards, popular for its simplicity and Kanban-style workflows. Teams use Trello to track tasks, content pipelines, sales handoffs, and onboarding checklists. Connecting Trello to WellPlan creates cards from CRM events and reads card activity back into workflows. A new deal can create a project card, a won deal can move it to the Active Clients list, and a card moved to Done can mark a CRM task complete. The integration keeps operational delivery in Trello connected to the customer record in WellPlan.
Features
Common use cases
Hand off won deals to delivery
An agency creates a Trello card on the Onboarding board the moment a deal hits Won in WellPlan. The card includes the client name, deal value, account manager, and links back to the contact record, so delivery starts immediately.
Track support escalations as cards
A B2B company creates a Trello card whenever a support conversation is tagged Escalation in WellPlan. The card lives on a Support Triage board, gets assigned to a senior engineer, and updates the CRM contact when the card is marked complete.
Run a content production pipeline
A marketing team uses a Trello content board. When a card moves to Ready to Publish, a WellPlan workflow drafts a campaign email featuring the content, queues it for review, and notifies the editor in the unified inbox.
How setup works
- 1Sign in to Trello and generate an API key and token from the Atlassian Power-Up admin or developer page.
- 2Open WellPlan's Integrations settings, paste the Trello credentials, and confirm the connection.
- 3Select the boards and lists workflows are allowed to create or update cards in.
- 4Map CRM events to card creation, movement, or label changes and run a test to validate.
Frequently asked questions
Does the integration support Trello Workspaces?+
Yes. Boards inside any Trello Workspace your authenticated user can access are available for integration. Workspace admins can control which third-party apps members are allowed to authorize through Trello's standard app management settings.
Can I sync custom fields?+
Trello's Custom Fields Power-Up exposes additional structured fields per card. The integration can read and write these fields if your account has the Power-Up enabled, which is included on Standard, Premium, and Enterprise Trello plans.
Will card comments come into WellPlan?+
Card-level activity such as moves between lists and label changes can trigger workflows. Free-form comment text is less commonly mapped because it is unstructured, but card comments can usually be read into a workflow when needed for context.
What about Trello and Atlassian Jira together?+
Trello and Jira are both Atlassian products but use different APIs and integration patterns. WellPlan's Trello integration focuses on Trello boards and cards; Jira ticketing would typically be configured through a separate integration or via webhooks.