This PowerUp can add a contact section into your cards, then you can

💁 Add contacts to your card

Do you have to copy and paste contact information into your cards time to time? Now you can just link your contact to your card. Our app will help you manage your contacts and keep your contact data in one place. No more copy and paste!

⚡ Create actions to send messages to contacts

For example, to send your quotes to a client, you can create a mail template for quotes in Contalist, then create a Send Quotes action with this PowerUp. A Send Quotes button will be added to your card, just below the contact fields. If you click on the button, a personalized quote message will be sent to the contact. We can help insert data like the contact's name, order number and your Trello card description, into your template.

🤖 Schedule messages or send messages with automation

We can help you schedule messages based on the due date, send notifications when a card is moved to some list or when someone makes a comment. Let our automation make your daily workflow run more smoothly.

📘 Use it as a CRM app inside Trello

You can edit your contact data, enrich your contact data with custom forms/fields, add contacts to groups, keep notes, etc, then you can access the data inside your cards.

🏃 Now Let's Get Started

1 Connect your Contalist account

Before you start, our app needs to know who you are and create an account for you if you don't have one.

Click the Contalist button, which looks like this , in the top right corner of your board, then choose Connect Contalist Account from the dropdown menu. You will see a popup like this.

There are two ways to connect your account, if you are new to our app, Connect with Trello account is recommended.

Connect with Trello account Recommended

In the popup, click Connect my Trello account button, and you will be asked to authorize our app to access the information on your Trello account. A Contalist account will be created for you (with your email address) if you haven't created an account before, and it will be connected with your Trello account.

Once your account is connected, you can jump to Add contact fields to your card to explore the features of this PowerUp.

For your new Contalist account just created, we use the same email address as your Trello account to create it, but what about the password? It doesn't have a password set yet, so the first time you trying to log into our web app, you need to reset the password with the forget-password link.

Or you can connect with API key

It's also possible to use your API key to connect this PowerUp with Contalist. An API key is a string of text which contains your Contalist account information, and is used by our app to do integration with other apps like Trello. You can find your API key at the API & Integration section of your Contalist account page. Click Copy-to-Clipboard button to copy it.

Now click the Contalist button at the top right corner of your board, then from the dropdown click Connect Contalist Account. In the popup, click the second button Connect account with API key. You will get a page like this.

Paste your API key into the text box and click the OK button. You are connected with Contalist! If you clear the API key text box or disable this PowerUp, your board will be disconnected from Contalist.

2 Add contact fields to your cards

Now let's make your card ready for contacts. Click the Contalist button in the top right corner of your board, then click Setup to open the setup popup. In Contact Fields tab, fill the field name and click the Create button. A new contact field will be added for you.

Now if you open a card, you can see a section for contacts has been added to it. And in the contact field, you can search your contacts by name, email or other keywords, and set him/her as a client.

Under the contact, there are a few links. If you have the contact's phone number and email address, you can just click the phone number, e.g. (xxx) xxx xxxx, to call the contact, or click the email address to start compose your message in your email app. It will use the default call app & mail app on your device to reach out, you can change the app at your device's system configuration if you like. Click More details to view all the contact's data in a new popup. If you need to delete the contact, click Clear.

By default, when your search for a contact, the field searches from all your contacts. To search from a contact group, for example Staffs, select Staffs for Filter contacts by this group when setting up a contact field.

From Show this field in these lists field, you can choose one or more list names, and the field will only be visible when the card is in the selected lists.

It's also possible to show custom fields (not Trello's custom fields, our app allows you to create custom fields for a contact too) with a contact field. If you choose a form (for example Shipping Address) for Show data from this form when setting up a contact field, once you set a contact to the field, Shipping Address form will be loaded for this contact. You can easily view the information below the field.

NOTE
A contact field is actually a link to a contact which is stored in Contalist. It is NOT designed for information like contact name, email, etc. You can find and edit these information in the contact page (by click the More details link) or at our web app.

Your settings for contact fields (and also actions) will be apply to the current board. If later you add this PowerUp to another board, you need to do the setup again, and to save your time, you can copy the settings for a board to another board by clicking on the Copy Settings button.

3 Add actions to a card

To create an action, click the Contalist button and choose Setup from the dropdown list, then in the popup click the Actions tab. You may be asked to do authorization if you haven't give us the authorization to access your Trello card. We need to access your Trello card to retrieve, for example the title, then we can do mail merge to insert it into your message templates.

Give your action a name by filling the action name field, then choose your message template for the message template field (if you need a new template, click create a new template link to create one in our web app). In Send messages to these contacts, choose the contacts that your messages will be sent to.

Add yourself to Also BCC to this group if you want to be BCCed when your email is sent to a contact. Check Review the messages before sending them if you want to make sure everything looks good in your message. Check Send messages automatically when all contacts are set if you want you messages to be sent automatically, which means you don't have to click the action button. Also you can set Show this action in these lists if the action only makes sense in some list.

Now open a card, you will see your action button under the contact fields, something like this.

After you click your action button, Contalist will generate a message from the template and send your message to the contact you selected. In your template, you can insert placeholders for various information, for example the contact's name, the Trello card title, description, due date and even custom fields.

You can also insert variables into your template, for example a variable for price, then when you click the action button, our PowerUp will ask you to fill in the price, and insert it into your message.

4 Schedule messages with automation

You can schedule, for example reminders, follow-ups, messages like these with automation. It works like this. Suppose you have a card for an appointment with a client, you have set the client to the contact field Client and set a due date for the card. Now you want a reminder to be sent to the client one day before the due date.

What you need to do is to create an automation at the Automation tab in this PowerUp's Setup page. Just fill the automation name, choose Schedule messages for automation type, and select Client as the recipient of your reminder message. Then for 'Message #1', choose the right message template, and select '1 day before due date' for When to send this message. You are done!

What if I want to send another reminder one week before the due day? Click Add another message, and fill the fields. You can add up to three messages into your schedule.

After you create an automation, click the start automation toggle in the top right corner, and we will start schedule your messages. And you can go to the automation tab in the Dashboard page to check the status of your messages. To cancel the messages for a card, simply unset the due date.

We need your authorization to receive notifications from Trello when you set/changed the due date, so please follow the authorization flow before starting set your scheduled messages if you haven't done it.

You can also send messages when a card is moved from a list into another or when a comment is added. Use automation creatively!

FAQ