How it works
Trello organizes work into boards, lists, and cards. Connect it to create request portals and custom views of team work. App visitors use the Trello account you connect without connecting their own accounts. With this integration, you can:- Display boards, lists, and cards
- Create cards from requests in your app
- Update cards and move them between lists
- Set due dates, members, and labels
- Manage card comments, checklists, and attachments
How to integrate Trello into your app
1
Connect to Trello
Ask Zite to connect Trello, or click + in the chat box, select Integrations, then choose Trello. Sign in to Trello and approve access to your account.
2
Describe your use case
Tell Zite which board and lists to use. For example, “Create cards in our Service requests board when customers submit a request, and let staff move them from New to In progress.”
3
Test and publish
Create a sample card and move it to another list. Check its details in Trello and test what a customer can see compared with a staff member.Click Publish in the upper right corner when the workflow works as expected.
Common use cases
With Trello, you can create apps like:- Service Portals: Turn requests into cards for your team.
- Client Progress Views: Show the work intended for each client.
- Content Planners: Manage due dates and review stages.
- Event Checklists: Track event tasks and assigned staff.
Important notes
- Connected account: Your app acts through the Trello account you connect. Set app access and permissions so users see and change only the information intended for them.
- Board selection: Name the intended board and lists. Similar names in different boards can send work to the wrong place.
- Live changes: Updating a card through your app changes the real Trello card. Use a sample card when testing.
- App access: Being able to use your app does not grant a visitor direct Trello access. Check the app’s record filters and available actions.
- Usage limits: If Trello temporarily limits requests, wait before retrying and ask Zite to reduce repeated loading.
Need help with this integration? Contact support@zite.com.