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Quickly connect Process Plan to Trello with a Zapier template.

Our most popular template

Create new Trello boards when processes are started in ProcessPlan
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Process Plan + Trello

Create new Trello boards when processes are started in ProcessPlan

Details

Try it

Process Plan + Trello

How Zapier works

Zapier makes it easy to integrate Process Plan with Trello - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Field Updated" from Process Plan.

Add your action

An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.

You’re connected!

Zapier seamlessly connects Process Plan and Trello, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Connect Process Plan 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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.

- Process Template
  Required
- When This Field Is Updated
  Required
Trigger
Instant
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- Process Template
  Required
Trigger
Instant
Try It
- Process Template
  Required
- Process Task
  Required
Trigger
Instant
Try It
- Process Template
  Required
- Process Task
  Required
Trigger
Instant
Try It
- Process Template
  Required
- Process Task
  Required
Trigger
Instant
Try It

- Process Instance
  Required
Action
Write
- Process Template
  Required
- Process Task
  Required
- Process Instance
  Required
Action
Write

- Process Template
  Required
- Process Task
  Required
- Process Instance
  Required
Action
Write
- Process Template
  Required
Action
Search
- Board
- List
- Filter
Trigger
Polling
Try It
- Board
- List
- Card
  Required
Trigger
Polling
Try It
- Board
- List
- Card
  Required
Trigger
Instant
Try It
- Board
- Card
  Required
Trigger
Instant
Try It
- Board
Trigger
Polling
Try It
- Board
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board
- Member
  Required
- Membership Type
  Required
- Allow Billable Guest
Action
Write
- Board
- List
- Card
  Required
Action
Write
- Board
- Label
- List
- Card
  Required
Action
Write
- Board
- Only cards where you're a member?
- List
- Card
  Required
Action
Write
- Board
- List
- Checklist Item Name
  Required
- Description
  Required
- Labels
- Custom_labels
- Card Position
- Only cards where you're a member?
- Card Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board
Action
Write
- Board
- List
- Card
  Required
- Checklist
  Required
- Checklist_item
  Required
Action
Write
- Board
- List
- Card
  Required
- Checklist
  Required
Action
Write
- Board
- Checklist Item Name
  Required
Action
Write
- Board
- Checklist Item Name
  Required
Action
Search
- Board
- List
- Card
  Required
- Search
  Required
Action
Search
- Organization
- Checklist Item Name
  Required
Action
Search
- Organization
- Member_name
  Required
Action
Search
- Board
- Checklist Item Name
  Required
Action
Search or write
- Organization
- Checklist Item Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

- Process Template
  Required
Trigger
Instant
Try It
- Process Template
  Required
- Process Task
  Required
Trigger
Instant
Try It
- Process Template
  Required
- Process Task
  Required
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
Try It
- Process Template
  Required
- Process Task
  Required
Trigger
Instant
Try It
- Process Template
  Required
- Process Task
  Required
Trigger
Instant
Try It
- Process Template
  Required
- Process Instance
  Required
Action
Write
- Process Template
  Required
- Process Task
  Required
- When This Task Response Is Used (No Selection = Any Response)
- Process Instance
  Required
Action
Write
- Process Template
  Required
Action
Write
New Board
Triggers when a new board is added.
Trigger
Polling
Try It
- Board
- List
- Card
  Required
Trigger
Polling
Try It
- Activity
  Required
- Board
- List
- Card
  Required
Trigger
Instant
Try It
- Info
- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It
- Board
Trigger
Polling
Try It
- Board
- Label
Trigger
Instant
Try It
- Board
Trigger
Polling
Try It
- Board
- List
- Card
  Required
- Checklist
  Required
- Checklist Item Name
  Required
- Checklist Item Position
Action
Write
- Organization
- Checklist Item Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- Card
  Required
- File Attachments
- URL Attachments
Action
Write
- Board
- List
- Card
  Required
- To_board
  Required
- To_list
  Required
Action
Write
- Board
- List
- Card
  Required
- Checklist Item Name
  Required
- Description
  Required
- Overwrite Description
- Card Start Date
- Due Date
- Due Complete
- Checklist Item Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board
- List
- Card
  Required
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- Card
  Required
- Comment Text
  Required
Action
Write
- Board
- Checklist Item Name
  Required
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- Checklist Item Name
  Required
- Color
Action
Write
- Board
- List
- Card
  Required
- Label
Action
Write
- Board
- Checklist Item Name
  Required
Action
Search
- Board
- List
- Card
  Required
- Checklist
  Required
- Search
  Required
Action
Search
- Info
- Info_id
- Organization
- Board
- List
- Checklist Item Name
  Required
- Card ID
Action
Search
- Board
- Checklist Item Name
  Required
- Color
Action
Search or write
- Board
- List
- Card
  Required
- Search
  Required
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write
- Info
- Info_id
- Organization
- Board
- List
- Checklist Item Name
  Required
- Card ID
- Description
  Required
- Labels
- Custom_labels
- Card Position
- Only cards where you're a member?
- Card Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Search or write

Learn how to automate Trello on the Zapier blog

About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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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.

Learn moreLearn moreHelpHelp

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Project Management

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Connect Process Plan and Trello to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create new Trello boards when processes are started in ProcessPlan

Create new Trello boards when processes are started in ProcessPlan

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Connect Process Plan and Trello to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Trello on the Zapier blog

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Connect Process Plan to Trello on the world's largest no-code automation platform