Operational Integration with Trello, QuickBooks, and Google Workspace Training Cursus

This course is designed for organizations seeking to optimize their processes by integrating different digital platforms used in daily operations, such as Trello, QuickBooks, Google Workspace, and the WhatsApp API.

This instructor-led, live training (online or onsite) guides participants through the process of connecting and automating workflows, improving project and financial control, and centralizing information to enhance decision-making.

By the end of this training, participants will be able to:

Connect and automate workflows between Trello, QuickBooks, and Google Workspace.
Integrate communication via WhatsApp API with operational workflows.
Design multi-platform automation systems focused on efficiency and control.
Implement security and monitoring policies for active integrations.
Document and maintain automated processes in operation.

Format of the Course

Conceptual explanations and guided demonstrations.
Practical exercises applied to real-world operational scenarios.
Hands-on practice using company-specific data and tools.

Course Customization Options

Adapting the content to the company’s specific platforms and processes.
Including additional tools such as Zapier, Make/Integromat, or Power Automate.
Analyzing and designing real data integration flows.

Bedankt voor uw aanvraag! Een van onze medewerkers neemt binnenkort contact met u op

Bedankt voor uw boeking! Een van onze medewerkers neemt binnenkort contact met u op.

Cursusaanbod

1. Diagnosis and Foundations of Integration

Digital Ecosystems and Operational Automation
- Benefits and architecture of integrated systems
- Types of integrations: native, via connectors, and API
- Common tools: Zapier, Make, API Connector, Power Automate
Internal Process Mapping
- Identification of current workflows and areas for improvement
- Definition of objectives and efficiency metrics
- Documentation of “as is” flows and “to be” design
Practical Example: Basic Gmail automation → Trello (incoming email → task creation)

2. Integrations between Trello and Google Workspace

Trello + Google Sheets and Drive
- Linking dashboards to control sheets
- Automatic reporting and file uploading
- Drive integration and version control
Trello + Gmail and Calendar
- Automatic sending of reminders and notifications
- Synchronization of delivery dates and tasks
Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets

3. QuickBooks Integrations and Automated Communication

QuickBooks + Google Workspace
- Automatic export of financial reports
- Budget control and reconciliation with Sheets
QuickBooks + Trello
- Linking projects with cost centers and financial monitoring
- Automatic task status updates according to budget progress
Introduction to WhatsApp Business API / Twilio / WATI
- Basic concepts and integration options
- Use cases: task notifications, billing reminders, customer follow-up
- Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp.”
Combined Case Study: Project → accounting record → automatic notification to client via WhatsApp

4. Security, Control, and Deployment

Security and Access Control
- Secure authentication (OAuth, tokens)
- Roles, permissions, and data protection
Monitoring and Maintenance
- Monitoring active flows
- Error and alert management
- Scalability of integrations
Documentation and Continuous Improvement
- Integration registry and best practices
- Impact assessment (efficiency KPIs)
Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp

Vereisten

Basic knowledge of Trello, QuickBooks, and Google Workspace
Access to these platforms for practical exercises

Audience

Operations coordinators and managers
Administrative and financial staff
Project leaders and professionals responsible for innovation or digital transformation

20 Uren

Leveringsopties

PRIVÉGROEPSTRAINING

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Pre-cursusgesprek met uw trainer
Aanpassing van de leerervaring om uw doelen te bereiken -

Op maat gemaakte overzichten
Praktische, praktische oefeningen met gegevens / scenario's die herkenbaar zijn voor de cursisten

Training gepland op een datum naar keuze
Gegeven online, op locatie/klaslokaal of hybride door experts die ervaring uit de echte wereld delen

Private Group Prices RRP from €6840 online delivery, based on a group of 2 delegates, €2160 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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Reviews (4)

Ervaring van de trainer en zijn manier van overbrengen van de inhoud

Roggli Marc - Bechtle Schweiz AG

Cursus - FinOps

Automatisch vertaald

De trainer liet geen minuut onbenut! Hij was tijdens elke les een storm en verschafte veel materiaal voor alles waar hij mee te maken had.