Bitrix24 CRM + Trello
Create Trello cards when Bitrix24 deals are newly-updated
Trello only figures into the picture when your deal has matured, so there's no need to bother setting it up early. The only thing you need to set up, in fact, is an automation to handle it all. That's where this Zap comes in. It will trigger automatically whenever new deals enter a specific pipeline stage on Bitrix24 (using a search step as filter by stage), creating a new card on Trello with their information so you can address each when the time is right.
Trello only figures into the picture when your deal has matured, so there's no need to bother setting it up early. The only thing you need to set up, in fact, is an automation to handle it all. That's where this Zap comes in. It will trigger automatically whenever new deals enter a specific pipeline stage on Bitrix24 (using a search step as filter by stage), creating a new card on Trello with their information so you can address each when the time is right.
- When this happens...Deal Trigger
Fires when a deal trigger is triggered.
- automatically do this...Deal Search
Search for deal by filters.
- then do this!Create Card
Triggers when a new card is added.
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