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Let your phone agent create tasks, lists and cards in Trello while you talk.

Connect Trello and your agent can work in your boards during a call. It can add a new list for a job, create a card for a customer request, or set up a checklist for an onboarding visit. You stay in control of which boards the agent can reach. Changes show up in Trello straight away, so your team sees the request without waiting for a callback.

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What your agent can do with Trello

  • Create a card or list on an existing board when a customer asks for a follow-up
  • Add a checklist to a card so your team knows the next steps for a job
  • Create a new board from a template for a new project or client
  • Add labels to a board to mark urgent, new or waiting items

Trello exposes 324 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

A customer books a follow-up on a project

  1. Caller

    Hi, this is Maya Ortiz. We spoke last week about the kitchen remodel. Can someone come back on Thursday to look at the tile?

  2. Agent

    Hi Maya, I can log that for the team. Is Thursday morning or afternoon better for you?

  3. Caller

    Afternoon, after two would be ideal.

  4. Agent

    Got it. I have created a card called Tile review for Maya Ortiz on the Kitchen Remodel board, due Thursday, with a note for an afternoon visit. The team will confirm the exact time by text.

A caller asks about progress on a job

  1. Caller

    Can you tell me where the bathroom job is up to? I'm Daniel Reyes.

  2. Agent

    Sure, Daniel. Let me check the Bathroom Refit board.

  3. Agent

    The job is in the Waiting on parts list. The tile order was placed on Monday and is due next Tuesday. Would you like me to add a note asking the team to call you when it arrives?

  4. Caller

    Yes, please. Thanks.

An outbound check-in after a new client signs up

  1. Agent

    Hello, this is calling from Brightway Design for Sam Patel. Is now a good time to talk about your onboarding?

  2. Caller

    Yes, go ahead.

  3. Agent

    Thanks. I have set up a new board for your project with an onboarding checklist. Would you like me to send you the first step by email?

  4. Caller

    That would help, send it over.

How to connect Trello

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Trello

    From Integrations in the dashboard, choose Trello and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Trello actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Projects & tasks integrations

Questions, answered.

Does the agent work with Trello during the call or after it?

During the call. Your agent can create cards, lists and checklists while the caller is still on the line, so the team sees the request right away.

What do I need to connect Trello?

A Trello account and a sign-in from the AgentCalls dashboard. Choose Connect next to Trello, sign in, and approve access. No setup steps are needed.

Which plan includes the Trello connection?

Integrations are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Trello.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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