Trello Integration

Integrate ScopeStack's CPQ with Trello for Better Ticket Management

Trello boards are perfect for visualizing tasks. ScopeStack ensures those tasks start with the right scope, cost, and deliverables automatically. Together, they connect presales to delivery so every card becomes a fully scoped, accurate project ticket.

Turn approved scopes into actionable Trello cards instantly

Automatically convert quotes to Trello cards

Once a ScopeStack quote is approved, all project details, tasks, costs, and deadlines flow directly into Trello cards. That means your boards are instantly organized with real-world scoping data, ready for action.

Control scope changes with clarity

When clients ask for adjustments, ScopeStack creates new scope items that sync to Trello as fresh cards or updated tickets. Every change is tracked, approved, and billable—protecting your margins while keeping delivery teams confident.

Turn ticket data into smart insights

Leverage ScopeStack's analytics with Trello's progress tracking to monitor burn rates, identify bottlenecks early, and analyze which service types generate the highest margins. Use ticketing data to help you quote more accurately and profitably.

Keep projects predictable from day one

Stop rebuilding project boards from scratch and start delivering faster. No more manually cobbling together cards or losing track of scope across separate tools. ScopeStack and Trello integrate seamlessly so IT service providers can move from quote to ticketing with accuracy and speed. Your approved SOWs become fully structured Trello workflows.

Trello Board
To Do
Network Assessment
8 hours • $1,200
Security Audit
12 hours • $1,800
In Progress
Infrastructure Setup
16 hours • $2,400
Done
Initial Consultation
4 hours • $600

From Quote to Cards

1

Quote Approved in ScopeStack

Client accepts SOW with defined deliverables

2

Automatic Sync Triggered

Tasks, timelines, and budgets transfer instantly

3

Trello Board Populated

Ready-to-execute cards with all project details

Real-Time Analytics

Burn Rate
87%
On Track
2 days ahead
Task Completion
Network Setup Complete
Security Config In Progress
Documentation Pending

Reduce handoff friction between sales and delivery

ScopeStack translates complex scopes into development-ready Trello cards, so delivery teams don't need to recreate deliverables. Sales captures project deliverables, engineers get accurate requirements, and project managers can track work at a glance. Everyone works from the same source of truth, improving collaboration and execution.

Protect the project scope

Maintain clear boundaries between scoped work and delivered work by keeping your Trello boards perfectly aligned with approved ScopeStack quotes. When clients request changes, ScopeStack generates new scope items that automatically create additional Trello tickets, ensuring correct approval workflows and billing. Your team always knows what's in scope, protecting margins while keeping clients happy.

Scope Change Request

New Scope

Client requests additional firewall configuration

Est. 8 hours +$1,200
Auto-generated change order
New Trello card created
Approval workflow initiated

Get a demo

Want to see how ScopeStack can make service management in Trello faster, more accurate, and easier to manage? Our team can walk you through the setup.