Trello Integration
Connect Trello with AgencyPro to embed boards, cards, and lists directly in client portals. Share Kanban-style project progress visually without clients needing Trello accounts. Perfect for agencies that love Trello's simplicity and want clients to see progress in a visual, easy-to-understand format.
Why Connect Trello with AgencyPro?
Trello's Kanban boards are the most intuitive way to visualize project flow — anyone can understand "this card is in Review, moving to Done soon" without explanation. Embedding Trello in the AgencyPro client portal gives clients this visual clarity without making them learn another tool. Unlike tools that require separate logins and permission tangles, the integration lets clients watch their project progress through columns (To Do → In Progress → Review → Done) with full card details, due dates, and attachments. For agencies running content production, design sprints, or development cycles, Trello's visual metaphor combined with AgencyPro's client portal creates a status update experience clients actually enjoy checking.
Key Features
Benefits for Your Agency
How Agencies Use Trello with AgencyPro
Content production pipeline visibility
A content agency embeds a Trello board showing articles moving from "Draft" to "Editing" to "Client Review" to "Published". Clients see exactly where their content is in the pipeline anytime.
Design sprint progress for creative clients
A design agency uses Trello for sprints with lists like "Concept", "In Design", "Client Feedback", "Revisions", "Approved". Embedding this in the portal gives clients transparency into the design process.
Development ticket tracking for technical clients
A dev agency embeds a Trello board showing dev tickets with columns for "Backlog", "In Dev", "In QA", "Deployed". Technical clients appreciate the detailed Kanban visibility.
How to Set Up Trello
- Open Settings → Integrations → Trello in AgencyPro
- Click "Connect Trello" and authenticate with your Trello account
- Grant AgencyPro access to the boards you want to share
- Select which Trello boards to map to specific clients or projects
- Choose whether cards are read-only or allow client comments
- Embedded boards appear in portal pages with live sync
Frequently Asked Questions
Do clients need Trello accounts to view embedded boards?
No. The integration renders boards directly in the AgencyPro portal — clients never interact with Trello itself. This keeps your workflow intact while avoiding Trello license costs for clients.
Can I hide certain cards or lists from clients?
Yes. During setup you can filter by label (e.g., only show cards labeled "Client-Visible") or hide specific lists (e.g., hide the "Internal Blockers" list from client view).
Does the integration support Trello Power-Ups?
Most Power-Ups that display visual information on cards (custom fields, voting, calendar) are preserved in the embed. Power-Ups that require external interaction may have limited functionality.
How does this compare to the Asana integration?
Use Trello if your agency prefers simple Kanban boards and your clients appreciate visual progress. Use Asana if you need more complex project structures with subtasks, timelines, and advanced reporting. Both integrations work similarly in AgencyPro.
Can clients drag cards themselves?
By default, no. Embedded boards are read-only for clients, which is ideal for showing progress without letting clients accidentally reorganize your team's workflow. Comment permissions can be enabled if desired.
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Ready to Get Started?
Connect Trello with AgencyPro and streamline your workflow today.