Trello for ConnectWise tickets: a Kanban board that syncs with ConnectWise PSA
· Steve Pasiciel · Kanban
Plenty of MSPs on ConnectWise PSA have tried Trello. The board makes sense to everyone on the team in a minute: columns for each stage, a card for each piece of work, drag a card when it moves. The trouble starts on day two, when someone has to copy every ConnectWise ticket onto a card, and copy every update back.
This post covers what Trello can and cannot do with ConnectWise today, and what a board built on ConnectWise data looks like instead. Vendor details are as of October 2026.
Does Trello integrate with ConnectWise PSA?
Not natively. Trello connects to other tools through Power-Ups, and there is no ConnectWise PSA Power-Up from Atlassian or ConnectWise. MSPs that connect the two use an automation service such as Zapier, which can, for example, create a Trello card when a new ConnectWise ticket appears.
That covers the first step and little else. A Zapier link is a set of one-way triggers you build and maintain yourself:
- A status, priority or owner changed in ConnectWise does not move the card unless you build a trigger for it.
- Moving the card in Trello does not change the ticket’s status in ConnectWise unless you build that trigger too.
- Time entries and notes stay in ConnectWise. Technicians still open the ticket there to log time, so the board is never where the work actually happens.
- Projects, phases and project tickets need their own set of triggers.
Within a few weeks the board and the PSA disagree, and the team stops trusting the board.
A Kanban board that reads ConnectWise directly
TopLeft started as the fix for this exact problem at our own ConnectWise MSP. It connects directly to ConnectWise PSA and syncs both ways, so there is nothing to copy:
- Your ConnectWise boards and statuses become columns. Tickets and project tickets show up as cards, with the data already in ConnectWise.
- Drag a card and ConnectWise changes. Moving a card to another column changes the ticket’s status in ConnectWise, and a priority change on the board reaches ConnectWise at once.
- Work the ticket from the card. Assign technicians, add notes and enter time (there is a timer on the card), and it all writes back to ConnectWise.
- Swimlanes by technician, project, phase or team. One page shows how the work is spread, with a summary of each column and its work-in-progress (WIP) limit at the top.
- Conditional formatting and filters. Cards change colour or show a badge for priority, due date or custom fields, and a service manager can filter down to the tickets close to their SLA.
- Projects too. Gantt charts and capacity planning use the same ConnectWise project data.
The ConnectWise integration page lists what syncs and how to connect it.
What Trello does well, and where it stops
Trello is a good general task board, and it has grown since this post first ran in 2018. Its List Limits Power-Up, made by Trello, turns a list red when it holds more cards than you set. It has no horizontal swimlanes (rows that group cards, for example by client, technician or project), so one board cannot show each technician’s work in its own lane. And none of its features can see ConnectWise data that nobody copied in.
| Trello with Zapier | TopLeft | |
|---|---|---|
| ConnectWise tickets on the board | Copied by triggers you build | Synced automatically |
| Moving a card updates ConnectWise | Only with a trigger you build | Yes |
| Time entries and notes | Entered in ConnectWise | From the card, saved to ConnectWise |
| Swimlanes by technician | No | Yes |
| WIP limits | List Limits Power-Up | Per column, summed across swimlanes |
| Projects and Gantt charts | Separate setup | From ConnectWise projects |
What it looks like at an MSP
Matthew Kaufman, CEO of KaufmanIT, described what happened when his team first saw their ConnectWise tickets on a board:
“It’s weird that this is the exact same data in a new visual form, but suddenly everybody knows which tickets should have been closed when they didn’t just with ConnectWise Manage.”
His team closed 300 of 450 stale tickets in one week once they could see them.
Using Asana, Monday.com, ClickUp or Planner instead?
The same gap applies to other general project tools. For Microsoft Planner, see TopLeft vs Microsoft Planner. For Asana, see an Asana alternative for MSP project management. For Monday.com, see Monday.com with ConnectWise and HaloPSA. On Autotask rather than ConnectWise, see Trello and Autotask.
Book a demo to see a board built on ConnectWise data.