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Customer Conversations using Trello

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Regulations require that you first register your number to use these resources to send SMS traffic to US and Canadian mobile destinations. If you are sending to Canada or the US and have not already done so, please see our documentation to register your Twilio phone number or Toll-Free number before you use this template.

Bring SMS conversations and notes on your customers together into one place using a Trello board. Enable reps to view, manage, and respond to incoming messages. 

  • Customer sends SMS to your phone number
  • This creates a new card on your Trello board, and adds the message as a comment
  • When the rep responds to the comment, it sends a text to the customer
  • Rep can add additional notes to the Trello card as needed


Trello Twilio.jpeg

Step 1:

Step 2: You need an API key to get started.
Get a free API key

Step 3: Set up the code sample locally

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Want to set up this code sample locally? Follow the setup instructions in the README

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