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Trello Integration

Integrating Trello with Worxmate

Introduction

The integration of Trello with Worxmate offers a seamless way to manage customer service operations while aligning them with your business objectives. By leveraging Trello’s features—such as Knowledge Base Management, Document Management, Communication Management, and Client History—alongside Worxmate’s capabilities, you can streamline client interactions, enhance team productivity, and deliver exceptional customer experiences.

Key Benefits of Trello Integration

By connecting Trello with Worxmate, you can:

✅ Optimize client interactions with automated processes and streamlined workflows.

✅ Track and manage customer support metrics to align with business goals.

✅ Enhance collaboration between service teams and other departments.

✅ Generate data-driven insights by combining customer service metrics with strategic objectives.

 

 

Integration Process

The integration process consists of two key steps:

1️⃣ Authentication

2️⃣ Auto Check-In

Configuring Trello Integration in Worxmate

Follow these steps to integrate Trello with Worxmate:

Step 1: Authentication

  1. Log in to your Worxmate

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  • In the Settings menu, locate the “Integrations”
  • Find and click on the Trello integration option.

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Step 2: Adding the Connection

  1. Click the “Configure” button for Trello.

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2.Enter your API Token and API Key.

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3.Once authenticated, your connection will be successfully added.

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Go to OKR section and Add Objective and Key Result

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Step 3: Auto Check-In

1.Go to Auto Check-In and select Trello.

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2. Check the box labeled “Check-in with current value” and click “Save.”

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3.Your check-in will now be visible in the Key Result section.

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With this integration, you can effectively sync Trello with Worxmate, ensuring better visibility, alignment, and efficiency in customer service management.