Choose the destination list
The proposed workflow needs a specific board and list so customer requests do not scatter across the team.
Integrations Trello
TrelloPlanned
TrelloPlannedTrello cards for promises made in support.
Plan a Trello connection that turns an approved follow-up into a card with the customer conversation linked for context.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
Team projects
What we’re planning to connect.
- 01Trello
- 02Planned connection
- 03Message support
Include only useful context
Use a concise task summary and a link to the protected conversation instead of copying private transcripts.
Track the handoff
A moved or completed card needs a defined meaning before it can trigger a customer-facing update.
The right context
Be precise about what connects.
Define the data, permissions and destination before putting the workflow in front of customers.
Selected board and list
Authorized card creation
Protected support reference
Prepare for the connection
Define your first workflow.
- 01
Choose the first workflow
Choose the board, list and card owner used for customer follow-ups.
- 02
Agree on data and permissions
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
- 03
Define the acceptance test
Test a private board, a deleted list and a retried event before enabling card creation.
Before you connect
Trello integration questions
Can I connect Trello to Message today?
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
What should we test before using it with customers?
Test a private board, a deleted list and a retried event before enabling card creation.