Trello - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between Trello and OpenText Core Capture Services

Below are practical integration scenarios where Trello and OpenText Core Capture Services work together to streamline document-heavy workflows, improve visibility, and reduce manual handling across teams.

1. Invoice Intake to AP Task Tracking

Data flow: OpenText Core Capture Services to Trello

When invoices are received through email, scan, or upload, OpenText Core Capture Services captures supplier details, invoice number, amount, and due date, then creates a Trello card for accounts payable review. The card can be assigned to the right approver, placed in a list such as Ready for Review, and tagged with priority or department labels.

• Reduces manual invoice logging
• Improves visibility into invoice status and bottlenecks
• Supports faster approval routing across finance teams

2. Customer Onboarding Document Tracking

Data flow: OpenText Core Capture Services to Trello, with updates back to OpenText if needed

For onboarding new customers, OpenText Core Capture Services extracts data from forms, IDs, contracts, and supporting documents, then creates a Trello card for each onboarding case. Trello is used to track completion of onboarding steps such as compliance review, account setup, and welcome communication.

• Gives customer success and operations teams a shared onboarding board
• Ensures required documents are captured before work progresses
• Improves handoffs between sales, legal, operations, and support

3. Digital Mailroom Case Creation

Data flow: OpenText Core Capture Services to Trello

Incoming correspondence such as claims, service requests, complaints, or vendor letters is classified by OpenText Core Capture Services and converted into Trello cards based on document type and urgency. Each card can be routed to the correct team board, helping organizations manage inbound mail without manual sorting.

• Speeds up response times for inbound requests
• Creates a clear audit trail of document handling
• Helps shared services teams prioritize work consistently

4. Contract Review and Approval Workflow

Data flow: OpenText Core Capture Services to Trello

When signed contracts, amendments, or supporting forms are captured, OpenText Core Capture Services extracts key metadata such as counterparty, effective date, renewal date, and contract value. A Trello card is then created for legal or procurement review, with checklists for approval steps and due dates for follow-up.

• Improves contract visibility for legal and procurement teams
• Helps prevent missed renewals or delayed approvals
• Standardizes review steps across business units

5. Exception Handling for Document Processing

Data flow: OpenText Core Capture Services to Trello and Trello to OpenText Core Capture Services

When OpenText Core Capture Services cannot confidently classify or extract data from a document, it can create a Trello card for human review. Once the reviewer corrects the issue in Trello, the updated information can be sent back to OpenText Core Capture Services to complete processing.

• Reduces processing delays for low-confidence documents
• Creates a simple queue for exception management
• Improves capture accuracy over time through human validation

6. Project-Based Document Intake for Operations Teams

Data flow: Bi-directional

Operations teams managing projects such as audits, facility moves, or policy updates can use OpenText Core Capture Services to ingest supporting documents and create Trello cards for each workstream. As documents are reviewed or approved, Trello status changes can trigger downstream updates or requests for additional documentation.

• Keeps project work and document intake aligned in one workflow
• Supports cross-functional coordination across operations, compliance, and administration
• Provides a visual status view for document-dependent initiatives

7. Compliance Evidence Collection and Review

Data flow: OpenText Core Capture Services to Trello

For audits or regulatory reviews, OpenText Core Capture Services captures evidence documents such as certifications, signed forms, and policy acknowledgments. Trello cards can be used to track evidence collection by control owner, due date, and review status, making it easier to monitor completion across departments.

• Improves accountability for compliance tasks
• Helps teams track missing or overdue evidence
• Supports repeatable audit preparation processes

8. Service Request Routing from Document Submissions

Data flow: OpenText Core Capture Services to Trello

When customers or employees submit forms, OpenText Core Capture Services extracts the request type, requester details, and required action, then creates a Trello card for the relevant service team. This is useful for HR requests, facilities tickets, procurement forms, or internal support workflows.

• Converts document submissions into actionable work items
• Reduces manual triage for shared service teams
• Improves turnaround time and request transparency

Together, OpenText Core Capture Services handles document capture and data extraction, while Trello provides a simple, visual workspace for task coordination and progress tracking. The integration is especially valuable where document intake must quickly become actionable work for distributed teams.