Trello - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between Trello and OpenText Core Signature

Integrating Trello with OpenText Core Signature helps teams move from task coordination to completed, signed business outcomes. Trello provides the visual workflow and collaboration layer, while OpenText Core Signature handles secure, legally binding electronic signatures. Together, they support faster approvals, better visibility, and fewer manual handoffs across departments.

1. Contract approval and signature tracking

Use Trello to manage the contract review process from draft to legal approval, then send the final document to OpenText Core Signature for execution. Once signed, the signed copy and audit trail can be attached back to the Trello card for full visibility.

• Data flow: Trello to OpenText Core Signature, then OpenText Core Signature to Trello
• Business value: Shortens contract cycle times and gives legal, sales, and procurement teams a shared status view
• Example: A sales team tracks customer agreements in Trello, and once internal approvals are complete, the contract is routed for signature without leaving the workflow

2. Employee onboarding document completion

HR teams can use Trello cards to manage onboarding tasks such as offer letters, policy acknowledgements, and compliance forms. OpenText Core Signature is triggered when documents require employee signatures, and signed files are returned to the onboarding card for tracking.

• Data flow: Trello to OpenText Core Signature, then OpenText Core Signature to Trello
• Business value: Reduces onboarding delays and ensures required documents are completed before the employee starts
• Example: A new hire card in Trello includes checklist items for signed offer letter, NDA, and tax forms, each linked to a signature workflow

3. Customer onboarding and account activation

Customer success or operations teams can manage onboarding steps in Trello while sending service agreements, consent forms, or welcome documents to OpenText Core Signature for signing. Once completed, the signed documents can automatically update the Trello card to move the account to the next stage.

• Data flow: Trello to OpenText Core Signature, then OpenText Core Signature to Trello
• Business value: Improves customer onboarding speed and reduces manual follow-up on missing signatures
• Example: A Trello board tracks each new customer account, with signature status used to determine when implementation can begin

4. Procurement and vendor agreement workflow

Procurement teams can use Trello to coordinate vendor evaluation, internal review, and approval steps. When a vendor contract is ready, OpenText Core Signature handles the signature process, and the completed agreement is linked back to the Trello card for auditability.

• Data flow: Trello to OpenText Core Signature, then OpenText Core Signature to Trello
• Business value: Creates a controlled approval path and reduces the risk of lost or unsigned vendor documents
• Example: A procurement board tracks supplier onboarding, with cards moving from review to signature to active vendor status

5. Policy acknowledgement and compliance attestation

Operations, HR, or compliance teams can manage policy distribution in Trello and route acknowledgement forms through OpenText Core Signature. Signed acknowledgements are then stored or linked in Trello to confirm completion by department, region, or employee group.

• Data flow: Trello to OpenText Core Signature, then OpenText Core Signature to Trello
• Business value: Provides clear evidence of policy acceptance and simplifies compliance reporting
• Example: A compliance board tracks annual code of conduct acknowledgements, with cards automatically updated when signatures are received

6. Sales quote and order approval process

Sales teams can use Trello to manage quote preparation, pricing review, and approval steps before sending the final order form to OpenText Core Signature. After the customer signs, the Trello card can be updated to indicate deal closure and handoff to fulfillment.

• Data flow: Trello to OpenText Core Signature, then OpenText Core Signature to Trello
• Business value: Speeds deal closure and improves coordination between sales, finance, and operations
• Example: A Trello card for a large enterprise deal includes approval checkpoints, and the signed order form triggers the next implementation task

7. Bi-directional status synchronization for document workflows

For teams managing high volumes of approvals, Trello can act as the operational dashboard while OpenText Core Signature provides real-time signature status updates. Status changes such as sent, viewed, signed, or declined can update the corresponding Trello card automatically.

• Data flow: Bi-directional
• Business value: Eliminates manual status checks and gives stakeholders immediate visibility into bottlenecks
• Example: A project manager sees in Trello whether a document is awaiting signature, signed, or rejected, and can reassign follow-up tasks accordingly

These integrations are especially valuable when Trello is used as the coordination layer and OpenText Core Signature as the trusted execution layer for documents that require formal approval or legal signature.