Service Provider Pro + Trello

Create new Trello boards for each new client in Service Provider Pro

Keep all your client information organized with this efficient workflow. Whenever a new client is added on Service Provider Pro, a corresponding board is diligently created in Trello. This allows you to track and manage client projects effectively, without having to manually transfer information between systems. Benefit from this streamlined process and concentrate on providing superior services.

Keep all your client information organized with this efficient workflow. Whenever a new client is added on Service Provider Pro, a corresponding board is diligently created in Trello. This allows you to track and manage client projects effectively, without having to manually transfer information between systems. Benefit from this streamlined process and concentrate on providing superior services.

  1. When this happens...
    Service Provider ProService Provider Pro
    New Client

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Board

    Triggers when a new board is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Service Provider Pro triggers, actions, and search

    Invoice Paid

    Triggers when an invoice has been paid.

    Trigger
    Instant
    Try It
    • Status

    Trigger
    Instant
    Try It
  • Service Provider Pro triggers, actions, and search

    New Ticket

    Triggers when a new ticket is created.

    Trigger
    Instant
    Try It
    • Order Status

    • Service

    Trigger
    Instant
    Try It
  • Service Provider Pro triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Service

    Trigger
    Instant
    Try It
    • Service

    Trigger
    Instant
    Try It
    • OrderRequired

    • User

    Action
    Write
service-provider-pro logo
service-provider-pro logo

About Service Provider Pro

SPP is a shopping cart and project management software for selling productized services.
Learn more

Related categories

  • Project Management
trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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