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Connect Connectwise PSA to Trello

Use 3 documented Connectwise PSA triggers to run 24 documented Trello actions.

3 source triggers
24 target actions
Reverse direction supported
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Why Connect Connectwise PSA & Trello?

Start with a Connectwise PSA event

Choose from 3 documented triggers, including New Contact Created, New Project Created, New Ticket Created.

Run a Trello action

Send the event into one of 24 documented actions, such as Add Attachment To Card, Add Checklist, Add Comment.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Connectwise PSA logo

Connectwise PSA

Triggers (3)

New Contact Created

Emit new event when a new contact is created in Connectwise.

polling
New Project Created

Emit new event when a new project is created in Connectwise.

polling
New Ticket Created

Emit new event when a new ticket is created in Connectwise.

polling

Actions (19)

Create Company

Creates a new company in Connectwise. See the documentation

Create Contact

Creates a new contact in Connectwise. See the documentation

Create Ticket

Creates a new ticket in Connectwise. See the documentation

Get Ticket

Retrieves details of a specific ticket. See the documentation

List Company Options

Retrieves available options for the Company field.

List Contact Options

Retrieves available options for the Contact field.

List Country Options

Retrieves available options for the Country field.

List Department Options

Retrieves available options for the Department field.

List Market Options

Retrieves available options for the Market field.

List Priority Options

Retrieves available options for the Priority field.

List Relationship Options

Retrieves available options for the Relationship field.

List Reports

Retrieves a list of available reports. See the documentation

List Status Options

Retrieves available options for the Status field.

List Territory Options

Retrieves available options for the Territory field.

List Ticket ID Options

Retrieves available options for the Ticket ID field.

List Tickets

Retrieves a list of tickets. See the documentation

List Time Entries

Retrieves a list of time entries. See the documentation

List Types Options

Retrieves available options for the Types field.

List Types Options

Retrieves available options for the Types field.

Trello logo

Trello

Triggers (12)

Card Moved (Instant)

Emit new event each time a card is moved to a list.

webhook
New Card (Instant)

Emit new event for each new Trello card on a board.

webhook
Card Updated (Instant)

Emit new event for each update to a Trello card.

webhook
New Label Added To Card (Instant)

Emit new event for each label added to a card.

webhook
New Notification

Emit new event for each new Trello notification for the authenticated user.

polling
Card Due Date Reminder

Emit new event at a specified time before a card is due.

polling
New Member on Card (Instant)

Emit new event for each member that join in a card.

webhook
Card Archived (Instant)

Emit new event for each card archived.

webhook
Custom Webhook Events (Instant)

Emit new events for activity matching a board, event types, lists and/or cards.

webhook
New Attachment (Instant)

Emit new event when a new attachment is added on a board.

webhook
New Board (Instant)

Emit new event for each new board added.

webhook
New Board Activity (Instant)

Emit new event for new activity on a board.

webhook

Actions (24)

Add Attachment To Card

Adds a file attachment on a card. See the documentation

Add Checklist

Adds a new checklist to a card. See the documentation.

Add Comment

Create a new comment on a specific card. See the documentation.

Add Existing Label to Card

Adds an existing label to the specified card. See the documentation.

Add Member to Card

Adds a member to the specified card. See the documentation.

Archive Card

Archives a card. See the documentation.

Complete a Checklist Item

Completes an existing checklist item in a card. See the documentation.

Create a Board

Create a new Trello board or copy from an existing one. See the documentation.

Create a Checklist Item

Creates a new checklist item in a card. See the documentation.

Create a List

Creates a new list. See the documentation.

Create Card

Creates a new card. See the documentation.

Create Label

Creates a new label on the specified board. See the documentation.

Delete Checklist

Deletes the specified checklist. See the documentation.

Find a Label

Finds a label on a specific board by name. See the documentation

Find a List

Finds a list on a specific board by name. See the documentation.

Get Board

Request a single board. See the documentation.

Get Card

Gets a card by its ID. See the documentation.

Get Cards In A List

List the cards in a list. See the documentation.

Get Cards On A Board

Get all of the open Cards on a Board. See the documentation.

Get List

Get information about a List. See the documentation.

Get Member

Gets a member by their ID. See the documentation

List Boards

Lists the boards that the user is a member of. See the documentation

List Organization IDs Options

Retrieves available options for the Organization IDs field.

Move Card to List

Moves a card to the specified board/list pair. See the documentation.

Integration Features

3 documented Connectwise PSA triggers
24 documented Trello actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Trello to Connectwise PSA direction

Capability Examples

Connectwise PSA trigger → Trello action

Catalog example
Connectwise PSAConnectwise PSA

New Contact Created

TrelloTrello

Add Attachment To Card

Trello trigger → Connectwise PSA action

Reverse direction
TrelloTrello

Card Moved (Instant)

Connectwise PSAConnectwise PSA

Create Company

How It Works

1

Connect Apps

Authenticate your Connectwise PSA and Trello accounts

2

Choose a Trigger

Select a documented Connectwise PSA event

3

Choose an Action

Select the documented Trello operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 3 documented Connectwise PSA triggers.

Automated Actions

Run one of 24 documented Trello actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Trello to Connectwise PSA for bidirectional automation

View Integration
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All Connectwise PSA Integrations

Explore all available Connectwise PSA connections

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All Trello Integrations

Explore all available Trello connections

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