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Agile CRM + Trello

Create Trello cards for updated deal milestones in Agile CRM

Keep your teamwork on track by effortlessly organizing your Trello boards in response to Agile CRM deal updates. With this workflow, whenever a deal milestone is changed in Agile CRM, a new card will be created in Trello, ensuring your team stays aligned and aware of milestones reached. Stay organized and streamline your work processes with this powerful automation.

Keep your teamwork on track by effortlessly organizing your Trello boards in response to Agile CRM deal updates. With this workflow, whenever a deal milestone is changed in Agile CRM, a new card will be created in Trello, ensuring your team stays aligned and aware of milestones reached. Stay organized and streamline your work processes with this powerful automation.

  1. When this happens...
    Agile CRMAgile CRM
    Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone you choose.

    TriggerScheduled
  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?

    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Case

    Triggers when a new case is added in Agile CRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Deal

    Triggers when a new Deal is added in AgileCRM.

    Trigger
    Scheduled
    Try It

    • Ticket FilterRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
  • Agile CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is add in AgileCRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Event

    Triggers when a new event is created in Agile CRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Task

    Triggers when a new task is added in the Agile CRM.

    Trigger
    Scheduled
    Try It
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agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Related categories

  • CRM (Customer Relationship Management)

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trello logo

About Trello

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

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