Connect Trello to SmartChat
Connect Trello in the AI Chat. When a card moves to the next list, your contact finds out on WhatsApp.
The card moves. Your contact knows what's happening.
Your board shows where a job stands. With SmartChat, the contact hears about it too, without anyone on your team picking up the phone.
Card in the Material arrived list, contact knows the installation day.
Card in the Done list, the report comes right along.
Card in the Date set list, with the schedule and parking details.
From the board to WhatsApp in four steps.
Trello reports the event through a tool like Make, Zapier or n8n to the secret webhook address of your automation. SmartChat takes it from there.
A card changes
Your team moves a card to a new list, just like every day.
TrelloThe message arrives
The tool sends the card's details to your webhook address.
webhookThe contact is found
SmartChat finds the contact using the mobile number in the details. A filter checks whether it's the right card.
FiltersWhatsApp goes out
The contact reads the message, with the card's details already in the text.
Template
What SmartChat can set up in Trello by itself.
An automation can also work the other way around. These actions are available for Trello.
- Create a card in the New list for every sign-up through the landing page.
Create card
A new sign-up turns into a card in the list of your choice.
- Always assign new cards in the New list to Ms. Weber from my team.
Assign member
The card goes straight to the person handling the job.
- Add the QR code label to every card that came in through my QR code.
Add label
A label shows at a glance where the request came from.
- Add a comment to the card as soon as the contact confirms the appointment.
Write comment
When a contact replies to the WhatsApp message, the note shows up on the card.
- Add a checklist with measuring, quote and appointment to every new card.
Create checklist
Every new card gets the same list of items to tick off.
The approval becomes a message.
As soon as the card lands in the Approved list, the contact gets their confirmation. They don't have to ask whether their order came through.
Confirmation without a call
The contact reads the approval shortly after your card changes lists.
The date is included
Start and duration come from the card's details.
Follow-up questions in the inbox
When the contact replies, you'll see the message in the inbox.
This is how your contact reads the message.
Visible right away
The message appears on the lock screen without the contact having to open anything.
As an approved template
Outside the inbox, SmartChat only sends templates that Meta has reviewed and approved. SmartChat AI writes them for you and submits them.
Timing from your board
The message arrives when your card moves, not on a fixed schedule.
From connecting to the first message.
You don't need a developer. You write what should happen and check the result.
- 1
You connect Trello
Write in the AI Chatthat you want to connect Trello. SmartChat AI shows you a card with the button to connect.
I want to connect Trello. - 2
You name the goal
You describe who gets which message for which list.
As soon as a card lands in the Installation list, send the contact a WhatsApp message with the day and time. - 3
You check the result
SmartChat AI shows you the automation before it runs. This is how your contact will see the first message.
Let me check the flow before it starts.
Giving updates, without and with SmartChat.
Without a connection
- Your team calls about every status change personally.
- Contacts keep asking because they hear nothing.
- Whoever misses the call finds out too late.
- The board is right, but the contact can't see it.
With Trello in SmartChat
- The message goes out automatically as soon as the card moves.
- The contact replies in the chat, you read it in the inbox.
- Your cards stay the only source for the current status.
- Every reply is kept in the contact's history.
Frequently asked questions about Trello and SmartChat.
How do I connect Trello with SmartChat?
Write in the AI Chatthat you want to connect Trello. SmartChat AI shows you a card with the button to connect. After that, you can have an automation create cards.
How does my contact find out that a card has moved on?
Trello reports the event through a tool like Make, Zapier or n8n to the secret webhook address of your automation. SmartChat finds the contact by mobile number and sends them the WhatsApp message.
What happens if the event has no phone number?
Then SmartChat can't send a WhatsApp and skips the step. So put the number in a field on the card that gets reported along.
Can I set it so only a certain list triggers a message?
Yes. The automation can filter by fields in the event, for example only start when the status matches your list.
What can SmartChat create in Trello?
An automation can create cards, assign members, add labels, write comments and create checklists with items. Attachments and new lists are possible too. Which action is used depends on the goal you give SmartChat AI.
Does my contact need a Trello account?
No. Your contact reads the message on WhatsApp. Only your team sees the board.
Can I put data from the card into the message?
Yes. Details from the event are available in the message, for example the name, date or delivery location. If Trello only sends IDs instead of values, your tool fetches the values first.
What happens when the contact replies?
The reply shows up in your inbox. There you decide what happens next.
How many automations do I need for this?
An automation with Trello counts as an extra one. Free and Starter only have the fixed automation for new contacts. Basic has 3 automations, one of them fixed, and Pro unlimited.
What does the connection cost?
Free costs €0, Starter €299, Basic €499 and Pro €999 per month, each plus VAT. Sending and every automation run cost no credits. Meta charges its own fees for messages, you can find the exact prices here.
Does every message have to be approved by Meta?
Outside the inbox, SmartChat only sends messages as a template that Meta has reviewed and approved. SmartChat AI writes the template and submits it. Replies within the open window go through the inbox.
How does a contact unsubscribe?
With the word STOP. After that, they get neither newsletters nor automations, so no updates about your cards either.
Connect your board. In 60 seconds your system is ready.
Enter your website, and SmartChat AI builds your landing page, confirmation message and thank-you message. Then you connect Trello in the AI Chat.