Plutio + Trello Integration (2026): Kanban Meets Business

Bridge Kanban boards with client management. If your team loves Trello's visual boards for tracking work but needs Plutio for invoicing, proposals, and contracts, Zapier (an automation platform that links apps together) connects them. Projects created in Plutio become Trello cards automatically. Cards moving across your board can update Plutio project status. Both systems reflect the same reality without manual updates.

The integration uses Zapier to push data between Plutio and Trello based on events you define. When a Plutio project is created, a card appears on your board. When a card moves to your "Done" list, Plutio marks the project complete. Your visual workflow becomes connected to your business operations.

Last updated January 2026

Plutio

Trello

Sync cards

Via Zapier

10 min setup

What is Trello?

Trello is a visual project management tool built around Kanban boards. You organize work into lists (columns) and move cards between them as work progresses. Freelancers and agencies use Trello to visualize project status, track tasks, and collaborate with team members. Trello offers free, Standard ($5/user/month), Premium ($10/user/month), and Enterprise plans.

TLDR: Plutio + Trello

Plutio connects to Trello through Zapier. When Plutio events happen (new project, proposal signed, invoice paid), Zapier creates or updates Trello cards. When Trello cards move between lists, Zapier can update Plutio projects.

Key facts: uses Zapier (no native integration), Trello free plan works, Zapier free tier covers 100 runs/month, bidirectional sync possible, setup takes 10 minutes. Note: Plutio has built-in Kanban boards if you want to consolidate tools.

Use Trello for visual workflow, Plutio for invoicing and contracts, and Zapier to keep them in sync.

Trello Integration

Use cases for freelancers and agencies

Connect visual project boards with client business operations. Agencies and freelancers who love Trello's visual workflow often need Plutio for invoicing, contracts, and client communication. The integration bridges both worlds.

Visual project pipeline

When a proposal is signed in Plutio, a card appears on your Trello board in the "New Projects" list. As work progresses, drag the card through your workflow: In Progress → Review → Done. Your team sees project status at a glance while Plutio handles the business side.

Team workflow visibility

Design teams often prefer Trello's visual format for tracking creative work. Plutio handles client-facing activities (proposals, invoices, contracts) while Trello shows the internal workflow. Both systems stay in sync without manual updates.

Status synchronization

When a Trello card moves to "Done", Zapier can mark the Plutio project as complete. This ensures your project management and billing systems agree on project status - important for triggering final invoices or archiving.

New project in Plutio: Creates card on Trello board
Proposal signed: Card moves to "Active" list
Card moves to Done: Plutio project marked complete
Project details: Sync to card description and labels

How to connect Trello to Plutio

Use Zapier to bridge Trello and Plutio. The setup takes about 10 minutes and requires no coding.

Step-by-step connection process

Create a free Zapier account at zapier.com if you don't have one
Click "Create Zap" in Zapier's dashboard
Search for "Plutio" as your starting event app
Choose a starting event ("New Project" is most common)
Connect your Plutio account when prompted
Search for "Trello" as your action app
Choose "Create Card" as the action
Connect your Trello account when prompted
Select your board and destination list
Map fields: project name → card title, details → description, deadline → due date
Test the automation and turn it on

New Plutio projects will automatically create cards on your chosen Trello board.

How to update Plutio when cards move

Create a separate automation with Trello as the starting event. This enables bidirectional sync where card movements in Trello update project status in Plutio.

Setting up card movement automations

Create a new automation in Zapier with Trello as the starting event
Choose "Card Moved to List" as the event
Select your board and the specific list to monitor (e.g., "Done")
Choose Plutio as the action app
Select "Update Project" and map the card to its corresponding project

Common card movement scenarios

Card moves to "In Progress": Update Plutio project status to active
Card moves to "Review": Add a note to the Plutio project
Card moves to "Done": Mark the Plutio project as complete

Each list you want to monitor needs its own automation. You control which movements trigger Plutio actions.

Which Trello board should I use?

You choose the board during setup. Most teams create a dedicated board for Plutio-synced projects, but you can use an existing board.

Recommended board structure

A simple Kanban workflow for client projects:

New: Where new Plutio projects land
In Progress: Active work underway
Review: Awaiting client feedback
Done: Completed projects (triggers Plutio completion)

Multiple boards for different work

Create separate automations for different project types. Web design projects could go to a "Design Projects" board while writing projects go to a "Content Projects" board. Zapier filters let you route based on project type.

What project details transfer to Trello cards?

You configure the mapping during Zapier setup. Any Plutio project field can map to Trello card properties.

Common field mappings

Card title: Project name or "Client Name - Project Name"
Card description: Project notes, client contact info, brief details
Due date: Project deadline from Plutio
Labels: Project type, priority level, or client category
Members: Assign to team members working on the project

Combining fields

Zapier lets you combine multiple Plutio fields into a single card property. For example, the card description could include project notes, client email, budget, and deadline all formatted together.

Does Plutio have built-in Kanban boards?

Yes - Plutio includes task boards with Kanban-style views. If you want to consolidate tools and reduce subscription costs, you can manage tasks visually within Plutio.

Plutio task board features

Drag-and-drop cards between columns
Custom statuses and workflows per project
Time tracking built into task cards
Task assignments with due dates
Subtasks and checklists

When to use the Trello integration

The Trello integration makes sense when:

Your team is already invested in Trello workflows
You need Trello-specific features like Power-Ups
Team members prefer Trello's interface for daily work
You have complex Trello automations you want to preserve

For new setups, consider Plutio's built-in boards to simplify your tool stack.

Can I filter which projects create cards?

Yes - use Zapier's Filter step to control which projects become Trello cards. Filters prevent certain projects from syncing.

Common filter scenarios

Project type: Only sync web design projects, not consulting
Client category: Only sync agency clients, not direct clients
Budget threshold: Only sync projects over $5,000
Team assignment: Only sync projects assigned to the design team

Setting up filters

Add a Filter step between your Plutio starting event and Trello action. Define conditions like "Project Type equals Web Design" or "Budget is greater than 5000." Only projects matching your conditions will create Trello cards.

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Trello integration questions

Is there a native Trello integration?

Not currently. Use Zapier to connect Trello and Plutio. Setup takes about 10 minutes.

Does this work with Trello's free plan?

Yes. All Trello plans work with Zapier, including the free plan.

How much does Zapier cost?

Zapier's free tier includes 100 automation runs per month. Paid plans start at $19.99/month for 750 runs.

Can I update Plutio when cards move in Trello?

Yes. Use Trello's "Card Moved to List" event as the starting event. Create automations for each list you want to monitor.

Can checklists sync with Plutio tasks?

Yes. Zapier can watch Trello checklists and update Plutio tasks when items are checked. Requires multi-step workflows (paid Zapier plan).

Can I use multiple Trello boards?

Yes. Create separate automated workflows for each board. Different project types can route to different boards.

Does Plutio have built-in Kanban boards?

Yes. Plutio includes task boards with drag-and-drop cards and custom statuses. The Trello integration is for teams already using Trello.

What Trello events can start automations?

Common events: New Card, Card Moved to List, Checklist Item Completed, Card Archived, Card Due Date Approaching.

Can I add due dates to cards?

Yes. Map Plutio project deadlines to Trello card due dates during Zapier configuration.

Can I filter which projects create cards?

Yes. Use Zapier's Filter step to only create cards for specific project types, clients, or budget thresholds.

Is there a delay between events and card creation?

Zapier checks for events every 1-15 minutes depending on your plan. Free plans check every 15 minutes.

Can I assign cards to team members?

Yes. Map Plutio team member assignments to Trello card members during setup.

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