Move Trello cards to list when Salesforce records are updated
Keep your tasks organized effectively with this automation. When a record is updated in Salesforce, it will trigger a card movement to a specific list in Trello. This workflow not only saves time but ensures that crucial updates in your records are directly reflected in your project management tool, keeping your team aligned and informed.
Keep your tasks organized effectively with this automation. When a record is updated in Salesforce, it will trigger a card movement to a specific list in Trello. This workflow not only saves time but ensures that crucial updates in your records are directly reflected in your project management tool, keeping your team aligned and informed.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Move Card to List
Moves a specific card to a list on a specific board.
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