Trello Integration with Fluent Forms

Automatically organize collected customer information with Trello and Fluent Forms

Trello Integration with Fluent Forms

About Trello

  • Trello provides a visually-focused project management interface that allows users to organize tasks on boards.
  • Trello’s card-based system is intuitive and perfect for visual planners who need to manage complex workflows.
  • This integration automates task generation by creating Trello cards from Fluent Forms submissions, saving time and optimizing process.
  • Trello’s simple project management platform lets teams easily track and act on Fluent Forms data.

How to Integrate With Fluent Forms

Integrate your Trello account easily with Fluent Forms Pro by following these steps.

Steps for Integrating Trello with Fluent Forms:

  • Activate the Trello Module.
  • Create a Trello account.
  • Get API and Access Token from Trello.
  • Use the Trello Access Token on the API settings page with the Trello module.
  • Create/Use a form with Fluent Forms.
  • Set up and configure Trello integration fields.

Use case

  • Project Management Automation: Automatically create Trello cards from Fluent Forms submissions, streamlining your project management by ensuring new tasks are instantly added to your Trello boards.
  • Order Management for E-commerce: Use Fluent Forms to capture order details from customers. These details will create new cards in Trello, helping the production or shipping teams track the order through each stage of fulfillment.
  • Client Request Management: Design agencies and service-based businesses can leverage Fluent Forms for client project submissions. Each submission creates a Trello card, helping the team efficiently manage, prioritize, and track ongoing client projects.
  • Task Automation and Assignment: Form submissions can be set to automatically assign team members to specific tasks in Trello, ensuring that work is promptly distributed and tracked, reducing delays in task completion.

Category

Project Management

Connection Type

Direct Integration

Plan Needed

Pro

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