Schedly + Trello
Add Trello cards automatically for every new Schedly appointment.
Connect Schedly to Trello via Zapier to automatically create cards in your Trello boards when new bookings are made. Build a visual pipeline of client appointments and project kickoffs from your Schedly booking stream.
What you can do with Trello
Automatic card creation
New Schedly bookings create Trello cards in the appropriate list with client information and meeting details.
Client pipeline boards
Use Schedly bookings to automatically populate a Trello client pipeline -- from consultation booked through project complete.
Checklist automation
New booking cards in Trello can include pre-set checklists for standard pre-meeting preparation steps.
Connect in minutes
No developer required. Set up the Trello integration yourself in your Schedly dashboard.
Create your Schedly account
Sign up for Schedly free — no credit card required. Your free plan includes unlimited bookings and calendar sync.
Connect Trello
Navigate to Integrations in your Schedly dashboard and click Connect Trello. Follow the OAuth flow to authorize the connection.
Configure your event types
Enable the Trello integration on any event type where you want it active. Configure your preferences and you're live.
Common questions
Visual Workflow Management From Booking Data: Schedly + Trello
Trello's visual kanban board format is particularly effective for service businesses that think about client relationships in pipeline stages: Inquiry, Booked, In Progress, Delivered, Follow-Up. Connecting Schedly to Trello via Zapier transforms every new booking into a Trello card that moves through this pipeline as the client relationship progresses, giving the team a visual, at-a-glance view of where every client is in the engagement lifecycle.
Building the Client Engagement Board
The recommended Schedly + Trello configuration creates a client engagement board with lists that represent each stage of the service relationship. New Schedly bookings automatically create cards in the Booked list with the client name, appointment type, date, and intake form data as card description. As the relationship progresses, team members move the card through Preparation, Active, Delivered, and Follow-Up lists manually. The card's Trello checklist can be pre-populated by the Zap with standard preparation or delivery tasks, ensuring consistent process regardless of which team member handles the engagement.
Checklist Automation for Consistent Delivery
One of the most valuable Schedly + Trello configurations is automatic checklist population on new booking cards. Define the standard preparation checklist for each appointment type and configure Zapier to add this checklist to new cards based on the Schedly appointment type. Every client card starts with the same complete preparation checklist, ensuring consistent service delivery quality regardless of which team member handles the engagement. This checklist-driven consistency is one of the primary ways service businesses scale from founder-led delivery to team-delivered service without quality loss.
Stop Losing Bookings to
Scheduling Friction.
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