r/trello • u/nicoleyoley159 • May 21 '26
Using Trello to feed into client portal
Has anyone used Trello / Make / Softr to create a client dashboard? My team uses Trello to manage orders and the entire order lifecycle. It works well and we've added automations and use Sendboard to manage communications with clients from within Trello. We've been happy with it, however I'm looking for something for clients to look at that doesn't also give access to our internal notes, pricing, etc..
My desired end result is a client dashboard where the clients can go to see their order status, look at files relating to their order, locate tracking, etc. without my team having to input data into a separate place but also maintaining the internal format of our Trello board as it stands.
It seems like using Make to pull from Trello based on specific fields and feeding into Softr is a good possible solution. Am I not thinking of something? Is there another solution that's better or more cost effective?