Automate Your Everyday Trello Tasks
Trello is a visual project management tool that makes tracking tasks and collaborating easier. The Kanban-style Trello boards make it easier to manage your ecommerce workflow and identify bottlenecks.
Each Trello card has a comments section that allows teammates to ask questions or share files to collaborate on orders or other tasks. Each card has “members,” which includes everyone involved in a specific task. For example, you may create a card to ready the product for shipping with checklist items that include packaging, labeling, and other pre-shipping activities.
You can automate tasks using Trello’s built-in automation feature called Butler. For example, you can add members to cards when it’s added to a specific list. If you want to automate tasks using data from outside Trello, you can use MESA.
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How to Automate Trello
Creative ways to add Trello automations to save you hours every week.
- Make This Integration
Create a Trello card when a Shopify order contains an uploaded file.
When an order contains an uploaded file, a new Trello card will be automatically created and linked to the order. This makes it easy for merchants to track and manage orders that contain uploaded files.
- Make This Integration
Create a Trello checklist when Shopify products are out of stock.
It's important to know when your Shopify products are out of stock. By creating a Trello checklist, you can be notified when inventory is low and take the necessary steps to prevent any disruptions in sales.
- Make This Integration
Create a Trello card when a contact form has been submitted.
By creating a Trello card for each new submission, you'll be able to track each lead and follow up with them in a timely manner. See which leads are most promising and which ones need more attention.
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Track orders on a Trello event calendar when orders are received with dates.
Add an event calendar on Trello when a Shopify order contains a date. This will help you keep track of all your upcoming orders and events in one place!
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Invite a member in Trello when a customer tag is added in Shopify.
Did you know that you can now invite members in Trello when a customer tag is added in Shopify? This new feature is a great way to keep your team organized and on track.
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