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Abby Connect and Trello Integration for Call Cards

The Abby Connect AI receptionist integration with Trello through Zapier creates a new Trello card from each call record, capturing key details like caller ID and notes. This automation helps teams log client calls to project boards so follow-ups stay organized and visible.

Use Cases

Call Cards for Sales Follow-Up: When Abby Connect logs a New Call Record, Zapier creates a Trello card containing the caller ID and notes. Your sales team can review these cards to manage follow-ups and ensure every potential client receives a timely response.
Message Cards for Support Requests: When a New Message arrives in Abby Connect, Zapier creates a Trello card with the caller name and case type, if available. Support teams can assign these cards and confirm that each inquiry is handled appropriately.
Client Call Tasks for Project Tracking: Every New Call Record from Abby Connect becomes a Trello task through Zapier, including caller ID and receptionist name. Project managers can organize these tasks by client or project phase to keep communication history visible.
Add Call Comments to Ongoing Work: When Abby Connect logs a New Call Record, Zapier adds the notes and call start date/time as a comment to an existing Trello card. Teams can review these updates directly within their project boards to maintain accurate records and plan next actions.

Features

Create Trello Cards from Calls: When a New Call Record is logged in Abby Connect, Zapier creates a Trello card containing caller ID and notes so teams can review and act on client requests.
Add Trello Cards from Messages: A New Message in Abby Connect triggers Zapier to create a Trello card with the caller name and case type, if available, helping teams capture every client inquiry.
Automatic Call Comments: Zapier adds a comment to an existing Trello card using notes from a New Call Record, allowing teams to track updates without manual entry.

Resources

FAQs

How does the Abby Connect and Trello integration work?

The integration uses Zapier to create a Trello card from each New Call Record or New Message in Abby Connect. Caller ID and notes are included so your team can review and organize follow-ups in Trello.

Is the Abby Connect to Trello integration one-way?

Yes. It is a one-way integration through Zapier. Abby Connect sends call and message data to Trello, but nothing is sent back or updated in Abby Connect.

What triggers are available for sending data to Trello?

Two triggers are available in Zapier: New Call Record and New Message. Each trigger can create a Trello card, task, or comment depending on how your Zap is configured.

How do I set up the Abby Connect and Trello integration?

To set up, log in to Zapier, connect your Abby Connect account using the API key from my.abby.com under Settings, Integrations, Zapier, then connect Trello and choose your desired trigger and action.

What can teams do once Trello cards are created from Abby calls?

After a card is created with caller ID and receptionist notes, teams can assign it, add checklists, or comment for next steps. This helps reduce manual work by turning call details into actionable Trello items.

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