Key Features of the Trello app

  • Create list cards in any Trello board, directly from Orders and Opportunities in Upsales
  • Dynamically generate title and description based on order information 

What is Trello?

Trello is a collaboration tool that organizes your projects into boards. In one view, Trello tells you what's being worked on, who's working on what, and where something is in a process. Find out more at trello.com.

How does the app work?

The Trello app shows a widget in the opportunity and order window for easy card creation in any of your Trello boards and lists.

Learn how to install this app