Your AI Agent Runs Trello in the Chat

Create tasks, update status, and look things up. Boei's agentic AI calls the Trello API on the fly and works across web chat, WhatsApp, email, and SMS.

Create tasks live

Update status

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Trello Capabilities

What Your AI Agent Can Do With Trello

Boei's agentic AI calls the Trello API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Create a task

Bug reports, feature requests, support follow-ups, the agent creates the Trello task with full context and the right tags.

The export button doesn't work on iPad

Logged in Trello as 'Bug · Export · iPad'. Engineering will pick it up today.

Look up a task

Customers ask for an update, the agent fetches the Trello task and reports status without escalating.

What's the status of my feature request?

Looking up in Trello... it's in 'In Progress', shipping next sprint.

Move a task to done

When the customer confirms it's resolved, the agent moves the Trello task to done and closes the loop.

All good now, thanks

Marked your Trello task as done. Have a good one.

Assign and route

The agent classifies the request and assigns the Trello task to the right owner or team.

I think there's a billing issue with my account

Created a Trello task and assigned it to the finance team. They'll reply within 2 hours.

Need something else? Tell the AI in plain English. The agent figures out the right Trello API call and runs it live.

Keep Your Trello Boards in Sync With What Customers Tell You

Trello works because it is visual and simple. You can see what is in progress, what is waiting, and what is done. But that only works if cards actually get created when work comes in. For most teams, customer requests sit in a chat log while the Trello board stays stale.

Boei bridges that gap. When someone reaches out through your website chat, WhatsApp, or email, the AI agent evaluates the conversation and decides whether it warrants a Trello card. If it does, a webhook sends the details to Trello via Zapier, creating a card on the right board and list with labels that match the topic.

The result is a Trello board that actually represents what your customers need right now, updated in real time by the people who matter most: your users.

From Conversation to Card

Your board updates itself as customers reach out

Visitor Sends a Message

Someone reaches out through any Boei channel with a question, request, or problem that needs attention from your team.

AI Decides if a Card is Needed

The AI agent evaluates whether this conversation contains an actionable item. Simple questions get answered. Requests that need tracking become Trello cards.

Card Appears on Your Board

A new card lands in the right list with a descriptive title, the customer's details, conversation context, and labels matching the request type.

Your Team Drags and Delivers

Team members claim cards, move them across lists, and resolve customer requests. All the context they need is already on the card.

Trello Workflows That Run on Customer Input

Label Cards by Conversation Topic

Billing questions get a red label. Product feedback gets blue. Technical issues get orange. The AI agent categorizes each request so your board stays color-coded and scannable without manual tagging.

Route to the Right List

New cards land in specific lists based on their type. Support requests go to the Support Inbox list. Sales leads go to Prospects. Feature ideas go to the Product Backlog. All automatic.

Build Checklists From Requirements

When a customer asks for multiple things in one conversation, the AI creates a card with a checklist. Each requirement becomes a checklist item your team can tick off as they complete it.

Set Due Dates for Time-Sensitive Requests

If a customer mentions a deadline or the AI detects urgency, the card gets a due date. Your team sees upcoming deadlines in the calendar view and can prioritize accordingly.

Frequently Asked Questions

How does the Trello connection work technically?

Boei sends webhook data when the AI agent identifies an actionable conversation. Zapier catches that webhook and uses the Trello API to create cards on your specified board and list. You configure the mapping in Zapier.

Can I choose which board and list cards go to?

Yes. You set up the board and list mapping in your Zapier workflow. You can even route different types of requests to different boards, like a Support board and a Sales board.

Will this flood my Trello board with cards?

No. The AI agent only creates cards for conversations that contain actionable items. Simple questions that get answered in chat do not generate cards. You can also fine-tune what triggers a card creation.

Do I need Trello Premium for this to work?

No. Card creation works with Trello's free plan. Labels, checklists, and due dates are all available on free Trello boards. The webhook connection is on Boei's side.

What Boei plan do I need?

Webhook integrations require the Growth plan at $49/month with annual billing. This gives you 3 chatbots, 7,000 AI credits, API access, and the webhook functionality needed for Trello integration.

Other Project Management Integrations

Boei connects to all the project management tools your team already uses.

Asana

Chat conversations create Asana tasks your team can act on.

ClickUp

From chat to ClickUp task in seconds, with full context.

Linear

Bug reports from chat to Linear issue in one step.

Basecamp

Customer messages become Basecamp to-dos.

monday.com

Turn website conversations into monday.com action items.

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