Trello
Turn client feedback into Trello cards on the board your team already works from.
The Trello integration pushes tasks from Atarim into Trello and keeps them in step afterwards. Client feedback captured visually in Atarim becomes a card in the list your team already works from. Setup needs two choices — the board, then the list within it.
Two choices: the Trello board, then the list within it.
The Trello integration pushes tasks from Atarim into Trello and keeps them in step afterwards. Client feedback captured visually in Atarim becomes a card in the list your team already works from.
Connect Trello
Choose the Destination
Two selectors decide where cards are created: the Trello board, then the list within it.
What Gets Pushed
Each task pushed to Trello carries its details across — the task name, a link back to it, its status, urgency and comments — so the card is useful on arrival rather than a bare title. After the initial push, changes made on the Atarim dashboard continue syncing to Trello.
Using Trello in a Workflow
The setup above pushes everything automatically. If you would rather be selective, Trello is also available as an action inside Workflows, so only tasks meeting your conditions get pushed.
Test the Integration
Setup at a Glance
| Step | Where it happens | What it needs |
|---|---|---|
| Switch Trello on | Atarim → Integrations | A plan that includes it, and permission to manage integrations. |
| Authorise Atarim | Trello | Enough access in Trello to approve an app. |
| Turn on automatic syncing | Atarim | A live connection. |
| Choose the Board | Atarim | A board existing in Trello. |
| Choose the List | Atarim | A list existing on that board. |
| Save | Atarim | Both levels chosen. |
Benefits
| Benefit | In practice |
|---|---|
| Feedback becomes cards | Client requests arrive on the board where work is planned. |
| Context travels with the task | Cards arrive with the name, link, status, urgency and comments. |
| No manual copying | Nobody transcribes requests between systems. |
| Simple setup | Two selectors and a save. |
| Clients stay in Atarim | They never need a Trello account for their feedback to be tracked. |
Example Use Cases
| Situation | How to set it up |
|---|---|
| Your team runs delivery on a Trello board | Push into an intake list so requests enter the board automatically. |
| Client feedback mixed with internal work | Create a dedicated list for client requests and point the sync there. |
| Only some requests belong on the board | Use a workflow with conditions instead of automatic syncing. |
| Clients giving visual feedback | Let them work in Atarim while cards appear in Trello. |
| A board per client | Point the sync at that client’s board. |
FAQs
Where do Atarim tasks appear in Trello?
As cards in the board and list you selected during setup.
Do I need to create the board and list first?
Yes. Atarim can only choose from what already exists in your connected Trello account.
Why is the List dropdown empty?
Either no board has been chosen yet, or that board contains no lists.
What travels across with a task?
The task name, a link back to it, its status, urgency and comments. Later dashboard changes continue syncing.
Can I send only some tasks to Trello?
Yes. Use the Trello action inside a workflow instead of automatic syncing.
Do clients need a Trello account?
No. Clients work in Atarim; syncing happens between your two accounts.
Can I change the destination later?
Yes. Change the selectors and select Save again.
What happens if I disconnect Trello?
Tasks stop syncing automatically. Cards already in Trello are unaffected and stay where they are.
Common issues
- The List selector is empty — either no board has been chosen, or that board has no lists. Create one in Trello and reopen the selector.
- The Trello option is locked — your plan does not include native integrations. The lock names the minimum plan required.
- Integrations is not in your settings sidebar — your role does not have access. Ask an Administrator.
- The boards you expect are missing — you are signed into a different Trello account in that browser. Sign out of Trello and reconnect.
- Tasks are not reaching Trello — confirm both selectors are set, automatic syncing is on, and you selected Save.
- Cards landed in the wrong list — the saved destination points elsewhere. Change the selectors and save again.
- Cards are being created twice — automatic syncing and a workflow are both pushing. Use one or the other.
- Trello is not in the workflow action list — connect the integration first, then reopen the workflow builder.
- You cannot authorise Atarim in Trello — your Trello account may not have permission to approve apps. Ask a Trello admin.
Conclusion
Trello is a short setup: connect the account, pick a board and a list, and save. Tasks then arrive as cards with their context intact.
The choice worth thinking about is the destination list. An intake list keeps client requests reviewable, where pushing straight into an active column reshuffles the board underneath your team.
Tips & best practices
- Create the board and list in Trello before you start.
- Choose the board first — the list depends on it.
- Push into an intake list rather than an active column.
- Select Save once both selectors are set.
- Choose either automatic syncing or a workflow, not both.
- Reconnect rather than reinstall if the selectors stop loading.
- Use Trello lists to segment work by stage or team, so synced cards land somewhere meaningful.
- Check Trello periodically to confirm cards are still arriving as expected.