Turn accepted proposals into Trello cards with one automated push.
Link Flivara to Trello and eliminate the gap between winning a deal and starting the work. When a proposal is accepted, a fully-populated Trello card lands in your chosen board column, ready for your team to action.
Go to Settings → Integrations → Trello in your Flivara dashboard and click "Connect Trello". Flivara will open Trello's OAuth consent screen. Grant the required read/write permissions — specifically access to Boards and Cards.
You need a Trello account and access to at least one Trello Board to complete the setup.
After connecting, select the Trello Board and the specific List (column) where new cards should appear. Common choices are "Signed — To Start" or "New Projects". You can override this per proposal if needed.
Decide what Flivara data populates each Trello card: Card title (proposal name + client), Description (project scope summary), Checklist items (proposal line items), Due date (delivery milestone from proposal), Members (assigned team leads).
Map Flivara service categories to Trello label colors. For example: Design → Purple, Development → Blue, Strategy → Orange. Cards will be automatically tagged so your team can filter by work type at a glance.
Toggle the automation to "Active". Trello cards will now be created automatically whenever a proposal reaches "Accepted" status in Flivara. No additional steps required.
A web agency uses Trello's Kanban board to manage all active client projects.
Every accepted proposal generates a Trello card in the "Incoming" column with the full scope checklist pre-populated. The project manager only needs to move the card to "In Progress" — all context is already there.
A freelance copywriter accepts a content retainer proposal covering 8 articles per month.
A Trello card is created in the "Active Clients" board with 8 checklist items (one per article), the client brief attached as a link, and the monthly due date pre-set.
A full-service agency has separate Trello boards per department (Creative, Dev, Ops).
Flivara routes each proposal to the correct department board based on the primary service category, automatically splitting multi-service proposals across relevant boards with cross-card links.
Verify that your proposal has a scope summary in the Description field. Flivara pulls the first paragraph of the proposal's scope section. If the proposal uses only line-item tables without a text summary, add a brief description block — it will appear as the Trello card description.
Trello OAuth tokens can expire if the connected Trello account changes its password or revokes access. Go to Settings → Integrations → Trello and click "Reconnect" to re-authorize.
Check the default board/list selection in Settings → Integrations → Trello → Configuration. If you recently archived the target list in Trello, Flivara will fall back to the first available list. Update the selection to match your current board structure.
Trello Checklists require the "Checklist" power-up to be enabled on the target board. Open the board in Trello, click "Power-Ups", and enable the built-in Checklists feature. Re-test the sync.
