What is SendBoard

Send and receive emails in Trello with the SendBoard Power-Up. Learn about how it works and what it can do for your team.

Mark Fowles avatar
Written by Mark Fowles
Updated over a week ago
Send and receive emails in Trello using the SendBoard Power-Up

Send and receive emails in Trello

Most organisations deal with email on a daily basis, and it can get messy.

This is especially true for teams with shared email addresses like sales@, accounts@ and support@. We all know Trello is great for collaborating and organising, but it doesn't do email well. That's where SendBoard's Email for Trello Power-Up comes in!

What is Email for Trello?

Email for Trello is a Trello Power-Up made by SendBoard. It connects your inbox to Trello so that you can send and receive emails directly from your board.

It’s a whole new way to think about email for teams.

  • Receive Emails - New emails appear as cards on your Trello board, with smart logic to group conversations.

  • Collaborate - Use the processes and Power-Ups you’re already familiar with to get work done in Trello.

  • Reply - See the full thread of email messages and internal notes, then reply without leaving Trello.

So how does the Power-Up work?

Let’s say you you’ve set up hello@petscuts.net for your pet salon, Pet Cuts. Once you’ve added the Power-Up to a Trello board and configured all your settings, you’ll do all your emailing directly in Trello.

Receive Emails
​Any time a customer sends an email, it will arrive as a new card in Trello. You can choose which list new emails should arrive in.

Incoming emails appear as new Trello cards

​When you open up the card in Trello, you’ll be able to see the email content posted as a comment on the card and collaborate with your team around a reply. Click on the "View Emails & Reply" button to open the full email thread.

And just in-case you aren’t available right away, you can set up an auto-reply so your customers get an immediate response.

​When you are ready to reply, you can put together a rich-text email with attachments. You can also set up an email signature to be added to all of your future replies.

So that’s a brief summary of how the Power-Up works: Receive emails, collaborate, and then reply - all from within Trello.

How SendBoard can be used in your team

These are examples of shared mailboxes where teams often need to collaborate:

  • Help or support emails (help@...)

  • Accounts or billing emails (accounts@... )

  • General emails to your team (info@...)

  • Sales or order requests (sales@...)

  • Job applications (jobs@...)

Check out our use cases for some inspiration.

With emails arriving in Trello as new cards, your team can:

  • Assign responsibility and move an email card through your workflow.

  • Discuss the email using Trello comments.

  • Add checklists and due dates for work related to the email.

  • Use automation to automate emails and tasks.

  • Reply to emails directly from the card, using SendBoard’s email editor.

  • Reply to emails on the go using the Trello mobile app.

  • Automatically pull card details into emails with variables.

How to get started

SendBoard is listed in the Trello Power-Up directory where you can add it to one of your boards to get started on a 14-day free trial. To find out more information, check out SendBoard.com. If the free trial works out well for your team, you can sign up on a paid plan, all from within the Power-Up settings. Plans are billed per board, on a monthly basis, for unlimited users.

Need help? Visit our help article Get set up with Email for Trello or get in touch with our team at hello@sendboard.com

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