← All combinationsPhone → Trello

Turn Phone conversations into Trello actions.

Joe answers a phone call like a colleague who knows your business. Enquiries that need action become cards on the board your team already works from. No copy-paste, no flow builder, no morning backlog.

No flow chartsActs during the conversationLive in about 20 minutes

400 credits on us for 7 days to decide if he keeps the job.

01 · See it live

One Phone conversation. The Trello work, done live.

Watch the left side: a phone call comes in. Watch the right side: Trello fills itself in as Joe answers. That is the whole product.

Phone · live

Custom cake for the 22nd, here is the design. [photo]

Gorgeous. Pickup or delivery on the 22nd?

Pickup at noon.

Order confirmed, deposit link sent. See you on the 22nd.

Card · Orders boardCardCustom cake, June 22ListConfirmedAttachmentDesign photo from chatDueJune 21, prep dayNoteDeposit takenWritten by Joe, mid-conversation
02 · How does it work?

Three steps, every time.

01

A phone call arrives

A customer writes in on Phone, at whatever hour they like. Joe reads the whole message, not a keyword.

02

Joe answers and acts

He replies in your words and your prices, and does the Trello work in the same breath, while the customer is still there.

03

Trello is already right

Creates cards from conversations that need follow-up. Nothing waits for the morning, and nothing is retyped by hand.

03 · What does that look like?

Real conversations, real records.

Three businesses, three messages, and what Trello looks like afterwards.

A moving company

“Can you add packing to my booking?”

Joe updates the job card on the operations board so the crew sees the change before the truck rolls.

A bakery

“Custom cake for the 22nd, here is the design.”

Joe creates the order card with the date, the design attached and the deposit noted.

A small agency

“Logo tweak: can the mark be darker?”

Joe adds the request to the client's card with the message attached, and the designer sees it in context.

04 · What does Joe do in Trello?

The record is done before the goodbye.

01

Creates cards from conversations that need follow-up

02

Attaches the conversation as context on the card

03

Keeps the board your team already uses up to date

Everything Joe does on Phone → The full Trello integration →

05 · Still got questions?

Phone to Trello, answered.

Do I have to build a Phone-to-Trello flow?

No. Connect Phone and Trello once, then tell Joe in plain language what should happen. He decides in the conversation, so there is no flow chart to maintain when your prices or rules change.

Does every Phone message end up in Trello?

Only the ones your rules say should. You decide what gets recorded, what gets escalated to a person, and what needs approval before Joe acts.

What else can Joe do from Phone?

Everything he does anywhere: answer questions, book appointments, take payments, quote from your price list, and hand over to your team with the whole conversation attached. Trello is one of the places he can act, not the only one.

How long does this take to set up?

Connecting Phone and Trello takes a few minutes each. Most businesses are live, answering and acting, in about twenty minutes.

Joe's ready. Are you?

The next Phone message could already be in Trello.

400 credits on us for 7 days to decide if he keeps the job.