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Salesforce + Trello

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.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerPolling
  2. automatically do this!
    TrelloTrello
    Move Card to List

    Moves a specific card to a list on a specific board.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
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    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Related categories

Triggers & Actions