Connect Microsoft Dynamics 365 CRM to Trello and automate any workflow
![Microsoft Dynamics 365 CRM](https://zapier-images.imgix.net/storage/developer_cli/47648cb213e43a4c2f57e9e0bdf9699f.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Microsoft Dynamics 365 CRM](https://zapier-images.imgix.net/storage/developer_cli/47648cb213e43a4c2f57e9e0bdf9699f.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Trello](https://zapier-images.imgix.net/storage/services/da3ff465abd3a3e1b687c52ff803af74.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Trello](https://zapier-images.imgix.net/storage/services/da3ff465abd3a3e1b687c52ff803af74.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
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Create your first workflow
Quickly connect Microsoft Dynamics 365 CRM to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Trello - no code necessary. See how you can get setup in minutes.
Select a trigger from Microsoft Dynamics 365 CRM
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Trello
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Microsoft Dynamics 365 CRM to Trello
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Microsoft Dynamics 365 CRM and Trello to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Microsoft Dynamics 365 CRM and Trello to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer typeRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Campaign Response
Updates an existing campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Info
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- State
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Board
- List
- Card
- ChecklistRequired
- Checklist Item NameRequired
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Checklist Item NameRequired
- DescriptionRequired
- Label
- Custom_labels
- Card Position
- Only cards where you're a member?
- Due Date
- File Attachments
- URLRequired
- Checklist Name
- Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- File Attachments
- URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- To_board
- To_listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Checklist Item NameRequired
- DescriptionRequired
- Due Date
- Due Complete
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- ChecklistRequired
- Checklist_itemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- ChecklistRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Checklist Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Checklist Item NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- List
- Card
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Checklist Item NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Member_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- Checklist Item NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Organization
- Checklist Item NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Campaign
Creates a new campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Campaign Response
Creates a new campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Organization
- Checklist Item NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Label
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Only cards where you're a member?
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Checklist Item NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Checklist Item NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Checklist Item NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- List
- Card
- ChecklistRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Board
- List
- Checklist Item NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- Checklist Item NameRequired
- Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Board
- List
- Card
- SearchRequired
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Organization
- Board
- List
- Checklist Item NameRequired
- DescriptionRequired
- Label
- Custom_labels
- Card Position
- Only cards where you're a member?
- Due Date
- File Attachments
- URLRequired
- Checklist Name
- Checklist Items
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found