Trello – Upsales Help Centre

Integrate Trello to quickly create cards relating to Orders and Opportunities.

This article covers:

How Trello works in Upsales

The Trello app shows a widget in the opportunity and orders window, where you can choose the Trello board:

Trello

Each user activates Trello within their own Upsales account

Click Settings → App Directory:
Click Trello and then click Activate:
Click Accept terms:
You can now integrate Trello with Upsales:
To dynamically generate title and descriptions based on opportunity/order information, use the tags highlighted below.

Use Upsales personalisation tags to make order/opportunity titles and descriptions dynamic based on your opportunity:

Opportunity/Order field in Upsales			Personalization tag
Description			{{order.description}}
Date when the order was lost/won			{{order.closeDate}}
Date			{{order.date}}
Notes			{{order.notes}}
Sales rep (user)			{{order.user}}
Company			{{order.client}}
Contact			{{order.contactName}}
Stage			{{order.stage}}
Value			{{order.value}}
Order rows			{{order.orderRows}} Will write out all order rows in the following format: <Product Name>: <Quantity> x <Order row price> <Currency>
Order rows (Picking fields)			{{order.orderRows \| <fieldName> \| <customFieldName>}} Example: If the order has order rows with standard field "quantity" and custom field "Start date", you can get the values with: {{order.orderRows \| quantity \| Start date}} This will generate the following rows in Trello: * Product name: 10 x 100 SEK Quantity: 10 Start date: 2022-01-01
Order custom field			{{order.custom.<customFieldNameInCamelCase>}} Example: If the order has a custom field called "Service point", you can get the value with {{order.custom.servicePoint}} {{order.custom.servicePoint}} => "Service point"
Value in master currency			{{order.valueInMasterCurrency}}