Connect Trello to Raysly

Connect Trello to Raysly from Integrations. Raysly adds a card to a Trello list you choose for every new lead. The card has the lead id, source, region and a link.

This guide says exactly what the Trello connection does today. Raysly does not read more than the connection asks for.

Before you start

• Sign in to Raysly as the account owner or an admin. Only owners and admins can connect or disconnect an integration.
• Have the Trello account that should be linked to Raysly.

Connect

1. Open the Trello tile. In Raysly open Settings → Integrations. Find the Trello tile with the search box or the Projects and notes filter, and click Connect on the tile. A details panel opens. Click Connect in the panel to go to Trello.
2. Approve Trello. Approve Trello access, then pick the list in the Raysly panel.
3. Check the connection. Raysly brings you back to Integrations and shows a green confirmation banner. The tile now says Connected, and the details panel shows which account it is connected as. The tile shows Trello as connected. New leads become cards in that list.
4. Know what the connection does. Raysly adds a card to a Trello list you choose for every new lead. The card has the lead id, source, region and a link.

Disconnect

In Settings → Integrations open the Trello tile and click Disconnect, then confirm. Raysly marks the connection as revoked and stops using it. Cards already created in Trello stay there.

Raysly's authorisation can stay listed at Trello after you disconnect. To remove it there as well, remove Raysly from the Trello account power-ups or authorised apps.