![](https://assets.pipedream.net/s.v0/app_168hnX/logo/orig) Project management·One-click connect # Every custom order lands on your Trello board as a card If you sell work you still have to make, like logo packages, portraits, or coaching, Crevio turns each paid order into a Trello card with the customer, the price, and a checklist. You move the cards, Crevio keeps the board honest and tells you what's been sitting too long. [Try it with Trello](#get-started)[All integrations](/integrations) Add a card to my Custom Orders board for every paid order today. CrevioDone in Trello ![](https://assets.pipedream.net/s.v0/app_168hnX/logo/orig)Trello Custom Orders New Rosa Diaz · Logo Starter · $149 Tom Becker · Brand Kit Pro · $249 In progress Ana Lima · Pet portrait · revisions round 2 Jamal Ortiz · Brand Kit Pro · sketches Delivered Kim Park · Logo Starter · $149 2 cards added from today's orders · waiting for your OK ## Jobs Crevio takes off your plate in Trello Ask the way you would ask an assistant. Crevio does the lookups, the writing, and the clicking. 1 ### Turn paid orders into work you can track You say Add a card to Custom Orders for every paid order of Brand Kit Pro today. Crevio reads today's orders and creates one card per buyer in the New list, with the price in the title and a checklist for the deliverables. 2 ### Spot work that's stuck You say Which cards in In progress haven't moved in a week? A short list of stalled cards with the customer, what they paid, and when the card last changed, so you know who to update first. 3 ### Close the loop with the customer You say Move Ana's portrait to Delivered and email her that it's ready. Crevio moves the card, adds a comment with the delivery date, and sends Ana a short note from your store inbox. 4 ### Build a launch board from scratch You say Make a board for the October course launch with lists for each week and a checklist on every card. A new board with weekly lists, cards for each launch task, and checklists you can tick off as you go. 5 ### Label cards by what customers bought You say Label every card on Custom Orders with the product name. Crevio creates any labels that are missing and adds the right one to each card, so you can filter the board by package. ## Runs on its own Any job can become a task that runs on a schedule or the moment something happens. 1. Trigger A customer pays for a custom order Create a card in the New list with the customer, product, price, and a deliverables checklist. 2. Trigger A customer books a coaching session Add a card to your Coaching board with the session date and a prep checklist. 3. Trigger A refund is issued Comment on the matching card with the refund amount and archive it. 4. Schedule Every Monday at 8:00 Send you a list of cards that haven't moved in 7 days, with the customer and order for each. ## Better together Trello does more when Crevio can reach your other tools too. [![](https://assets.pipedream.net/s.v0/app_168hnX/logo/orig) ![](https://assets.pipedream.net/s.v0/app_1lxhk1/logo/orig)Trello + Google DriveAttach the final files from Google Drive to the order's card when it's delivered.](/integrations/google-drive)[![](https://assets.pipedream.net/s.v0/app_168hnX/logo/orig) ![](https://assets.pipedream.net/s.v0/app_OkrhR1/logo/orig)Trello + SlackPost in #orders whenever a card moves to Delivered.](/integrations/slack)[![](https://assets.pipedream.net/s.v0/app_168hnX/logo/orig) ![](https://assets.pipedream.net/s.v0/app_Oz6h0D/logo/orig)Trello + CalendlyCreate a Trello card for every new Calendly booking with the call details.](/integrations/calendly)[![](https://assets.pipedream.net/s.v0/app_168hnX/logo/orig) ![](https://assets.pipedream.net/s.v0/app_X8PhGQ/logo/orig)Trello + TypeformTurn each project brief submitted in Typeform into a card with a checklist.](/integrations/typeform) ## What Crevio can do in Trello Reading runs on its own. Anything that changes data in Trello asks for your approval first, unless you tell Crevio it doesn't need to. ### Boards and lists - Find, read, and create boards, or copy an existing one - Create, find, and rename lists - See every open card on a board or in a list ### Cards - Create, update, and move cards - Archive cards - Add comments and read existing ones - Attach files - Add members to cards ### Labels and checklists - Create labels and add or remove them on cards - Add checklists and checklist items - Complete, rename, or delete checklist items ## Why connect Trello Selling a digital download is simple: someone pays, the file arrives. Selling custom work is not. A logo package, a commissioned illustration, or a coaching program has to be made after the order comes in, and the order and the work usually live in two different places. You end up copying names from your store into Trello and hoping nothing slips through. Crevio connects the two. When a custom order is paid, it creates a card on your board with the customer, the product, and the price, plus a checklist for what you need to deliver. Bookings can do the same on a coaching board. Your board becomes the list of paid work, not a list you maintain by hand. ## Keeping the board moving Once orders arrive as cards, Crevio can help you stay on top of them. Ask which cards haven't moved in a week and it lists them with what each customer paid. When you finish a piece, tell Crevio to move the card to Delivered and it can also email the customer from your store inbox. A Monday check can do this for you and send the stalled list before your week starts. It's also useful beyond orders. Describe a launch and Crevio builds a board with a list per week, cards for each task, and checklists on every card. ## What to expect Changes to your board wait for your approval by default, and you can relax that for jobs you trust. Crevio archives cards rather than deleting them. It doesn't set up Butler rules or Power-Ups, and it only works on boards your Trello account belongs to. ## Set up in three steps 1. 01 ### Connect Trello Sign in to Trello from Crevio. It takes a few seconds and you can disconnect any time. 2. 02 ### Ask for what you need Describe the job in plain language. Crevio works out which steps it takes and shows you what it did. 3. 03 ### Let it run Turn anything you asked for once into a task that repeats on a schedule or runs when something happens. ## Questions about Trello and Crevio ### Which boards can Crevio see? The boards your Trello account is a member of. It only works on the boards you name in a request or task, and it never needs access to your password. ### Does Crevio delete cards? No. It archives cards instead, so anything it removes from the board can be brought back in Trello. ### Will it change my board without asking? Reading your boards happens on its own. Creating, moving, or archiving cards asks for your approval by default, and you can let trusted jobs, like adding order cards, run without asking. ### Does it replace Trello's own automation? No. Crevio doesn't create or edit Butler rules or Power-Ups. It works alongside them, adding what Trello can't see on its own, like who paid and for what. ### Does it cost extra to connect Trello? No. Connecting apps is included in every plan. The work the AI does draws from your plan's monthly credits, and you can start free without a credit card. ### Can I undo what Crevio does in Trello? You decide what Crevio may do on its own and what needs your approval, and you can change that per action at any time. Every step it takes is listed in the chat, so you can see exactly what happened. ### How do I disconnect Trello? Open Integrations in your Crevio settings and disconnect it. Crevio loses access straight away. ![](https://assets.pipedream.net/s.v0/app_168hnX/logo/orig) ## Put Trello to work Start with this prompt or write your own. Free to start, no credit card. [Browse all 3,000+ integrations](/integrations) Canonical URL: https://crevio.co/integrations/trello