Salesforce + Trello

Create Trello cards from new Salesforce cases

Save time and keep up with your cases in the productivity app you love with this Salesforce to Trello Zap. In just a few minutes, you can setup this Zap to automatically make a new Trello card in the board and list of your choice each time a new Salesforce case is opened.

Save time and keep up with your cases in the productivity app you love with this Salesforce to Trello Zap. In just a few minutes, you can setup this Zap to automatically make a new Trello card in the board and list of your choice each time a new Salesforce case is opened.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

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

Related categories

  • Project Management

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