About

Trello organizes work into boards, lists, and cards — a visual system that teams use to track projects from start to finish. Zentry connects financial milestones and budget checkpoints directly to Trello cards, so project costs are visible inside the workflow where decisions are made.

When a Trello card moves into a defined list (e.g., "In Progress"), Zentry can automatically create a budget tracking entry. When expenses linked to that card accumulate past a threshold, a Zentry comment is added to the card, alerting the team before overspend happens.

This bidirectional relationship ensures project managers and finance teams are working from the same data, reducing reconciliation effort at project close.

Requirements

A Trello account with at least one active board and member access to the boards you want to connect. Zentry needs permission to read board structure and write comments and custom fields.

Trello Power-Ups must be enabled on your board. The Zentry Power-Up is available from the Trello Marketplace and must be added before the integration can be fully configured.

Getting Started

Add the Zentry Power-Up to your Trello board from the Power-Ups menu. Then in Zentry Settings → Integrations → Trello, connect your Trello account and select which boards to sync.

Define trigger rules: which list transitions create Zentry budget entries and which card labels map to expense categories. Run a test by moving a card and verifying the corresponding Zentry entry is created.