Keyideas Connect for Trello

Description

Turn Trello into a client portal: live job tracking, two-way messaging, and file exchange, branded to your business.

Keyideas Connect for Trello Overview

A WordPress plugin that bridges Trello and your clients. E-commerce businesses using Trello to manage manufacturing and production jobs can give customers a branded portal showing live job status, messaging, file exchange, and new-order submission – all without exposing Trello credentials or board access.

Client Job Tracking

Transform your Trello board into a secure customer portal where clients can monitor job progress, upload files, exchange messages, and submit requests. Keep customers informed with real-time manufacturing updates while managing every project directly from Trello.

Track Every Job with a Live Client Portal

Display customer-specific Trello cards securely using their login email and provide a complete view of every job. Clients can monitor production stages, view important details, search projects, and stay informed throughout the manufacturing process.

Collaborate with Clients Without Leaving Trello

Allow customers to upload files, send messages, request specification changes, and create new manufacturing jobs directly from your website. Every interaction is automatically synchronized with the appropriate Trello card for efficient project management.

Customize Your Workflow & Client Experience

Configure job types, custom forms, workflow stages, branding, notifications, and customer actions to match your business process. Create a professional self-service portal that improves communication while reducing manual project updates.

Price Estimator and Saved Estimations

Clients build a quote from an admin-configured pricing grid, then save, email as PDF, download, or submit it as a new manufacturing request – all from the same portal.

Free Version Features

✔ Secure Trello integration
✔ Client job tracking portal
✔ Manufacturing request forms
✔ File uploads & attachments
✔ Client messaging
✔ Job progress timeline
✔ Search & stage filters
✔ Custom branding
✔ WooCommerce login integration

Trello External Service

This plugin connects to the Trello API to automatically create and manage Trello cards based on WooCommerce events. This external connection is essential for the plugin’s core functionality and cannot be disabled while the plugin is active.

This plugin is not affiliated with, endorsed by, or sponsored by Trello or Atlassian. Trello is a trademark of Atlassian Pty Ltd. This plugin connects to Trello’s publicly documented API using an API key and token that you provide.

Trello’s terms of service: https://trello.com/legal/terms-of-service
Atlassian’s privacy policy (Trello is owned by Atlassian): https://www.atlassian.com/legal/privacy-policy