How To Integrate Trello With Shopify? A Step-By-Step Guide.

Table of Contents

Last Updated: April 2024 

Looking to enhance your Shopify experience? 

Dive into the step-by-step guide on Shopify Trello integration. Seamlessly connect your e-commerce tasks with project management in a few easy steps. 

Did you know that one out of every four organizations, totaling 25%, utilizes project management software? 

Boost productivity and streamline your workflow effortlessly.

shopify trello integration

Discovering Trello and Shopify: Streamlining Workflows and Digital Commerce

Trello

Trello is an online collaboration tool that helps you organize projects visually using boards, lists, and cards. You can create tasks as cards, categorize them into lists, and move them across boards as they progress. 

With features like due dates, attachments, and comments, Trello simplifies project management and fosters efficient teamwork.

Shopify

Shopify is an e-commerce platform trusted by more than 2 million merchants worldwide to establish and manage their online stores. Shopify boasts a user base exceeding 4.8 million, offering customizable templates, payment processing, and inventory management tools. This simplifies the process of selling products or services online. 

With Shopify, you can reach customers worldwide, track sales, and analyze your business performance through its user-friendly interface.

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Advantages of incorporating Trello with Shopify

  • Streamlined Task Management: Integrating Trello with Shopify enhances task organization, enabling you to efficiently manage projects, orders, and customer inquiries in a single platform.
  • Enhanced Collaboration: With Trello’s collaborative features, teams can seamlessly communicate, assign tasks, and track progress with a 20% improvement in efficiency.
  • Efficient Order Fulfillment: By syncing Shopify orders with Trello boards, you can streamline the fulfillment process, ensuring timely processing and delivery of customer orders.
  • Automated Workflows: Integrating Trello with Shopify allows for the automation of repetitive tasks, such as order updates and inventory management, saving you time and reducing the risk of errors.
  • Improved Customer Service: Utilize Trello’s organization and communication features to provide prompt and personalized customer support while achieving a 40% faster response time.

Read this: Trello Pricing, Features, Reviews [Complete Breakdown]

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Integrate Trello with Shopify: Detailed Steps

Before starting the integration process, make sure you possess:

  1. A live Trello account.
  2. A working Shopify store.
  3. Administrative privileges on both platforms.

Ready to proceed? Let’s get started.

Step 1: Commence by creating the Trello API Key.

To kick things off, you’ll need the Trello API key. Simply go to Trello’s Developer Site to obtain it.

Step 2: Launch a New Trello Board

Set up a new Trello board and modify it according to the needs of your Shopify store. Feel free to add lists, cards, or labels as required.

Step 3: Configure Webhooks in Trello

Webhooks facilitate communication between Trello and Shopify, allowing for real-time updates from your Shopify store to your Trello board. Return to the Trello Developer Site and set up webhooks for your Trello board.

Step 4: Provide API Key for Shopify Setup

Following the acquisition of the Trello API key in step 1, insert it into your Shopify store. Locate this feature under the “Apps” section on your Shopify dashboard.

Step 5: Verify All Functions Properly

Once all configurations are complete, verify the smooth functioning of the integration. A successful transaction on Shopify should trigger an automatic update on the corresponding Trello board.

After laying the groundwork and finishing the initial setup, the next phase is customizing Trello boards and lists for Shopify.

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Organize Trello Boards and Lists to Suit Shopify Needs

To begin, let’s discuss the concept of a Trello board. Trello boards serve as digital canvases allowing you to visually structure tasks. Think of them as your virtual hub for project management, adaptable to your needs, whether straightforward or intricate.

When you’re ready to set up a new board, simply go to your Trello homepage. From there, click on the ‘+‘ sign near your profile image and select “Create Board” from the dropdown list.

Once your board is set up, it’s time to organize your workflow into different categories or stages using Trello lists.

The process of including a list on your board is straightforward. Click the ‘+‘ button located within your board, then type in the list. As we configure for Shopify integration, common lists might include ‘To Do’, ‘In Progress’, and ‘Completed’.

One additional crucial point to keep in mind: include a ‘Shopify Updates‘ list. Here, you’ll receive timely updates from your Shopify store in real-time, thanks to our webhook configuration, which we’ll detail in the upcoming section.

Moving forward, let’s discuss how to optimize your processes with Trello power-ups for smoother operations.

Read this: 12 Trello Alternatives And Competitors You Need To Know!

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Automate Tasks using Trello Power-Ups

Automation is at the forefront of discussions in today’s technology-driven business world. Optimizing your Shopify integration process with Trello through automation can provide valuable insights and simplify your operations.

Before proceeding, let’s establish what Trello power-ups are: They’re similar to plugins or extensions, amplifying the functionalities of your Trello board. 

These add-ons automate tasks, integrate with various tools, and enhance your productivity, much like plugins or extensions.

Regarding Shopify integration, there’s a noteworthy power-up: Shopify for Trello. It facilitates the synchronization of your Trello board and lists with updates from your Shopify store in real-time. 

To utilize this feature, install and enable the Shopify for Trello power-up on your Trello board.

Here’s what you need to do:

  • Head to your Trello board and click on the Show Menu button.
  • Within the Menu, find and click on the Power-Ups option.
  • On the Power-Ups directory page, use the search box to look for “Shopify for Trello” and select it from the search results.
  • To complete the process, click the Add button to install and activate the power-up.

Upon activation, the Shopify for Trello power-up seamlessly delivers real-time updates to your Trello board and other essential store operations sourced directly from your Shopify account. Bid farewell to the inconvenience of juggling between platforms!

Next on the agenda, learn how Saufter.io can be the key to evolving your customer support strategy.

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Final Words 

Integrate Trello with Shopify effortlessly using this step-by-step guide. Optimize tasks, manage projects, and boost productivity seamlessly with the Shopify Trello integration. 

Project management is deemed crucial for business performance and organizational success by 97% of organizations surveyed.

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