A guide to Trello contract management

Want to streamline your contract management processes within Trello? This guide tells you everything you need to know about Trello contract management.

What is Trello?

Trello is a popular project management tool that uses boards, lists, and cards to help teams organize and prioritize their projects in a visually appealing and user-friendly manner. 

Each board represents a project, lists within the boards represent stages or categories, and cards within lists represent tasks or items to be completed. Trello’s flexibility and simplicity make it suitable for various types of projects and team collaborations.

But does this flexibility and suitability extend to managing contracts? Let’s find out.

Can you manage contracts in Trello?

While Trello excels at project management and task organization, it lacks native features specifically designed for contract management. 

Fortunately, integrating Trello with Juro’s intelligent contract automation platform allows you to automate and streamline your contract management process, keeping Trello at the heart of it. 

This is made possible via Zapier, an automation tool that connects different apps, enabling you to create workflows called "Zaps" without any coding. 

By setting up Zaps, you can trigger actions in Trello based on events in Juro and vice versa, creating a seamless contract management system.

How to manage contracts in Trello

Let’s walk through seven different workflows that are possible when you manage contracts in Trello and Juro combined. 

1. Automatically create a new card in Trello when a contract reaches a certain stage in Juro

When a contract reaches the "Review" stage in Juro, a new card is automatically created in Trello on a "Contracts" board. This ensures that the legal team is promptly notified and can begin the review process without delay.

2. Automatically update a card in Trello when a contract reaches a certain stage in Juro

When a contract moves to the "Approved" stage in Juro, the corresponding card in Trello is updated to reflect this change. The card can be moved to a different list, and the status can be updated to "Approved," ensuring all team members are aware of the contract's progress.

3. Automatically complete a checklist item in a card when a contract reaches a certain stage in Juro

When a contract is signed in Juro, a checklist item "Contract Signed" in the associated Trello card is automatically marked as complete. This keeps the task list up-to-date without manual intervention.

4. Automatically add a comment to a card in Trello when a contract reaches a certain stage in Juro

When a contract is sent for approval in Juro, a comment is automatically added to the Trello card, notifying the team that the contract is awaiting approval. This keeps everyone informed about the contract's status.

5. Automatically create a contract in Juro when a new card is created in Trello

When a new project card is created in Trello for a client, a new contract is automatically generated in Juro using predefined templates. This speeds up the process of initiating new contracts and reduces the workload on the legal team.

6. Automatically create a contract in Juro when an existing card is updated in Trello

When the details of an existing project card in Trello are updated, such as changing the project scope, a new contract reflecting these changes is automatically created in Juro. This ensures that contracts are always up-to-date with the latest project details.

7. Automatically create a contract in Juro when a card is moved to a list in Trello

When a Trello card is moved to the "Ready for Contract" list, a contract is automatically created in Juro. This helps streamline the contract creation process and ensures timely contract generation.

How to set up the integration

To access the workflows we've just discussed, you'll need to set up your Juro <> Trello integration first. Here are a few simple steps you can follow. You'll just need access to both tools to get started.

1. Create a Zapier account: If you don't have one, sign up at Zapier.
2. Connect Juro and Trello to Zapier: Link both Juro and Trello accounts to Zapier.
3. Create a new Zap: In Zapier, click "Make a Zap" to start creating a new workflow.
4. Set up a trigger: Choose Juro as the trigger app and select an event that will start the workflow, such as "New Event for Contracts in Team."
5. Configure the trigger: Fill in the required details for the trigger event.
6. Set up an action: Choose Trello as the action app and select an action, such as "Create Card" or "Add Checklist Item."
7. Configure the action: Specify the details for the action, such as which board and list the card should be added to.
8. Test and activate: Test the Zap to ensure it works correctly and then activate it.

The benefits of automating contracts in Trello and Juro

When you integrate Trello and Juro, you unlock faster and more efficient contract processes, along with increased visibility into contracts, no matter where they are in their lifecycle. Best of all, your teams get to stay in the tools they know and love, with data synced seamlessly between the two platforms.

If you're interested in connecting Trello with Juro, or finding out what's possible when you use an intelligent contract automation platform like Juro, fill in the form below.