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Get more done with Tidio and Trello integration

Turn Tidio conversations into Trello cards and watch the card status from the chat.

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Contact sales

Integration availability depends on your Tidio plan.

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Category

Project Management

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and Trello

Escalate without copy and paste

A bug report in Tidio becomes a Trello card carrying the transcript link, the customer's details and the tag, so the developer opens it with the context there.

Close the loop when work ships

When the Trello card moves to Done, the original Tidio conversation reopens with a note, so the person who reported it hears back.

Send each type to its own board

Bugs to the engineering Trello board, feature requests to product, billing to finance. The chat tag decides, so agents pick a tag rather than a board.

Track onboarding in one place

New customer chats can create a Trello card per onboarding step, so support and the account team work from the same board instead of two lists.

Overview

A chat that needs engineering, design or a follow up has to leave the inbox, and for a lot of teams the place it goes is Trello. Connect Trello and Tidio through Zapier, Make or the Tidio API and an agent can push a conversation onto a board as a card with the transcript link attached, then see when the card moves. The customer gets an update because the board moved, not because somebody remembered.

Key features

  • Cards from conversations A Tidio chat becomes a Trello card with the transcript link.
  • Card status in the panel Agents see which Trello list the card sits in now.
  • Board picked by tag Chat tags decide which Trello board and list receive it.
  • Updates when cards move A card reaching Done can reopen the chat to reply.
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Project Management

Tags

  • Project Management

  • Team Collaboration

How it works

Connect Trello in minutes

  1. 1

    Connect Trello and Tidio through Zapier or Make

    The Trello REST API creates cards and reports movement through webhooks. Authorize both sides in your automation tool, or call the Tidio API from your own service.

  2. 2

    Decide the board from the chat tag

    Keep a small map from tag to Trello board and list. Agents then tag as usual, and nobody needs to remember board names.

  3. 3

    Link the card back to the chat

    Store the conversation link on the Trello card and the card id on the conversation. Without both, updates cannot find their way home.

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Frequently asked questions

Common questions about the Trello integration

Can customers see the Trello card?

No, and they should not. Boards carry internal notes, other customers' cards and estimates nobody promised. Send the customer a written update from the chat instead, triggered by the card moving.

What stops duplicate Trello cards for the same issue?

Search the board before creating. Match on a normalized title or a stored issue key, and add a comment with the new conversation link when a card already exists.

Does this replace a proper issue tracker?

For small teams Trello is enough. Once you need workflow rules, versions and reporting, the same pattern points at Jira instead, and the chat side does not change.

Is the Trello integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Trello integration.