Trello + Converge
Visual project management
Trello is a visual project management tool based on the Kanban methodology, making it easy for teams to organize tasks and track progress through intuitive boards, lists, and cards. With over 50 million users worldwide, Trello's simplicity and flexibility have made it a go-to choice for teams looking to implement visual workflow management without complexity.
The platform's strength lies in its visual approach to project organization, where work flows naturally from left to right through customizable stages. This visual representation makes it immediately clear what needs to be done, what's in progress, and what's been completed, creating transparency and accountability across team members.
users manage work with Trello's visual board system. Its simplicity makes it the fastest way to create a support issue tracking workflow. — Atlassian, 2024
Integration Capabilities
What You Can Do
- Sync Trello data with Converge
- Automate workflows between platforms
- Enrich customer profiles with Project Management data
- Trigger actions based on support events
How It Connects
- Zapier (no-code automation)
- Make (visual workflow builder)
- Converge API (custom integration)
- Webhook events for real-time sync
Use Cases
Agile Development & Sprint Planning: Manage software development sprints using Trello boards to track user stories, bugs, and features through development stages. Development teams can visualize their workflow from backlog to deployment, with cards representing individual tasks that move through columns like 'To Do,' 'In Progress,' 'Code Review,' and 'Done.'
Content Creation & Editorial Workflows: Organize content production pipelines from ideation to publication using boards that represent different content types or publication stages. Editorial teams can track article progress, manage review cycles, and coordinate publishing schedules while maintaining visibility into the entire content pipeline.
Create a Trello board with lists for 'Reported', 'Investigating', 'In Progress', and 'Resolved'. Auto-create cards from support conversations for visual issue tracking.
Event Planning & Coordination: Plan and execute events by breaking down complex logistics into manageable tasks organized by timeline or responsibility area. Event teams can track vendor coordination, marketing activities, and logistics preparation while ensuring nothing falls through the cracks during busy planning periods.
Trello works best for smaller teams that need visual simplicity. For complex support workflows with dependencies and subtasks, consider Asana or Jira instead.
How to Connect
Board Structure & Organization: Create boards for your main projects or workflows, then set up lists that represent the stages of your process. Add cards for individual tasks, features, or deliverables, and use labels, due dates, and checklists to add structure and priority information that helps team members understand what needs attention first.
Team Collaboration Setup: Invite team members to relevant boards and establish conventions for card creation, labeling, and movement between lists. Set up Power-Ups for additional functionality like calendar views, time tracking, or integration with other tools your team uses regularly for a more comprehensive workflow management experience.
Automation & Integration: Configure Butler automation rules to reduce manual work by automatically moving cards, creating recurring tasks, or assigning team members based on triggers. Connect Trello with external tools through Power-Ups or Zapier to sync data, create cards from emails, or update other systems when work progresses through your Trello workflow.
Zapier
Connect Trello and Converge through Zapier's no-code automation.
Make
Build custom workflows with Make's visual builder.
API
Use Converge's API for custom integrations.
Ready to try Converge?
$49/month flat. Up to 15 agents. 14-day free trial, no credit card required.
Start Free TrialFrequently Asked Questions
Converge connects with Trello through Zapier, Make, or direct API integration. This allows you to sync data between Trello and your customer support inbox.
You can connect Trello to Converge via three methods: Zapier (no-code automation), Make (visual workflow builder), or Converge's API for custom integrations.
Converge's API and webhook features are included in the $49/month flat rate. Third-party automation tools like Zapier or Make may have their own pricing.