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Agencyjoy + Trello

Create Trello cards for new Agencyjoy customers

Activate this integration to automatically create a card in Trello automatically every time a new customer is added to Agencyjoy. Prep your initial project setup tasks without the need for manual updates!

Activate this integration to automatically create a card in Trello automatically every time a new customer is added to Agencyjoy. Prep your initial project setup tasks without the need for manual updates!

  1. When this happens...
    AgencyjoyAgencyjoy
    New Client Is Added

    Triggers when a new client is added in Agencyjoy.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    • StageRequired

    Trigger
    Instant
    Try It
    • In which workspace you need to add the Lead?Required

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Choose WorkspaceRequired

    • Choose Activity TypeRequired

    • Activity Name

    • Guests

    • Starts AtRequired

    • Ends AtRequired

    • Color

    • Link to Lead/Customer

    • Internal Note

    • Description

    • Location

    • Mark As Done

    • Send Invites

    Action
    Write
    • In which workspace you need to add the customer?Required

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Choose workspaceRequired

    • Lead email (optional)

    • Lead Id (optional)

    Action
    Write
    • Agencyjoy WorkspaceRequired

    • Client's full nameRequired

    • Client's Company

    • Client's email addressRequired

    • Client's phone number

    • Client's title or designation

    • Company's VAT number

    • Choose CurrencyRequired

    • Choose Client's OwnerRequired

    • Clientjoy Website

    • Choose Tags

    • Add a Note

    • Billing Address

    • Billing City

    • Billing State

    • Billing Country

    • Billing Zip

    • Shipping Address

    • Shipping City

    • Shipping State

    • Shipping Country

    • Shipping Zip

    Action
    Write
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agencyjoy logo

About Agencyjoy

Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.
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Related categories

  • Sales & CRM
trello logo

Related categories

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