Productivity

RevSquared + Trello.

Connect RevSquared to Trello through Zapier or n8n to automatically create cards on your Trello boards from every call your AI phone agent handles. Drag call cards across your board as you follow up.

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How RevSquared Works With Trello.

Connect RevSquared to Trello through Zapier or n8n to automatically create cards on your Trello boards from every call your AI phone agent handles.

Trello's visual board-and-card system makes it easy to see what needs attention at a glance. When your AI receptionist takes a call, your automation creates a Trello card with the caller's info, call summary, and next steps — landing in the right list on the right board for your team to act on.

Drag call cards across your board as you follow up. Move them from "New Lead" to "Contacted" to "Closed." Your AI agent handles the intake, and Trello handles the tracking — giving your team a simple, visual way to manage every phone conversation.

What This Integration Does.

Every feature built to keep your business running without you on the phone.

Auto-Create Cards

Build a Zap to create Trello cards from AI-handled calls

Add Call Details

Create a workflow to add call details as card descriptions and checklists

Assign Team Members

Build a Zap to assign team members to call cards based on topic

Set Labels & Due Dates

Create a workflow to set card labels and due dates from call data

Attach Recordings

Build a Zap to attach call recordings or transcripts to Trello cards

Move Cards by Outcome

Create a workflow to move cards between lists based on follow-up call outcomes

Getting Started.

You'll be connected in minutes, not days.

Connect RevSquared and Trello through your Zapier or n8n account

Select which Trello board and list receive cards from AI calls

Map RevSquared call data to Trello card title, description, labels, and members

New cards appear on your Trello board automatically after every call

Real-World Use Cases.

Businesses like yours are already using this integration.

Lead Pipeline Board

A real estate agency's AI agent handles buyer inquiries. Each call creates a Trello card in the 'New Leads' list with the buyer's budget, preferred location, and timeline. Agents drag cards to 'Showing Scheduled' and 'Offer Made' as they progress.

Customer Feedback Tracking

A restaurant's AI phone line collects feedback calls. Each call becomes a Trello card with the customer's comments, rating, and visit date — giving the manager a visual board of feedback to review and address.

Vendor Coordination

An event planner's AI receptionist handles vendor calls. A Zap creates Trello cards with vendor details, quotes, and availability on the event planning board, keeping all vendor communication tracked in one place.

Frequently Asked Questions.

Everything you need to know about this integration.

How does RevSquared send call data to Trello?

RevSquared sends structured call data to Zapier or n8n after each call. You build an automation that creates Trello cards with the call details. RevSquared captures the data, and your automation creates the cards on your chosen board and list.

Can I use Trello labels to categorize different call types?

Yes. Your automation can set Trello card labels based on call data — for example, red for urgent, green for new leads, and blue for existing customers. You define the label rules in your Zap or n8n workflow.

Can call data include checklists on Trello cards?

Yes. If your AI agent captures follow-up action items during the call, your automation can create a Trello checklist on the card with those items. Each action item becomes a checkable task on the card.