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I use publisher for quotations... Can i link Trello with automation for client details to be filled

Adam Randall January 25, 2023

We offer architectural design services and send out generally bespoke quotes to potential clients, we use Microsoft publisher to prepare these, which allows us to tailor them to suit the client.

I would like to link the contact details I use from the initial lead in Trello, to then auto-fill the details (name, address, cost) within the publisher document... is this possible?

Does anyone do anything similar? 

 

Await to hear your thoughts, 

Kind regards, 

 

Adam :)

1 answer

0 votes
Lam
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
January 26, 2023

Hi @Adam Randall , Trello doesn't provide an integration with Microsoft Publisher but we do offer a robust API that can be leveraged to build your own integrations with Trello: https://developer.atlassian.com/cloud/trello/guides/rest-api/api-introduction/ - Building these integrations are aimed more at software developers as it requires users who are familiar working with APIs and programming. 

Alternatively, you can search through our Power-Ups directory to see if there are any existing Power-Ups built by third-party developers that may suit: https://trello.com/power-ups 

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