BuildTopia + Trello

Create cards in Trello for new prospects in BuildTopia

Stay on top of the sales process with this seamless workflow. When a new prospect is added in BuildTopia, an organized card is instantly set up in Trello. This ensures no lead is left unattended, enhancing your sales efforts efficiently, and maintaining order to your growing prospect list. This automated process improves communication, task prioritization, and overall productivity, empowering you to focus more on sealing the deals.

When this happens...
New Prospect
Triggers when a new prospect is created in/from BuildTopia.
TriggerInstant
automatically do this!
Create Card
Adds a new card on a specific board and list.
ActionWrite

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Supported triggers and actions

- Client NameRequired
Trigger
Instant
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- Client NameRequired
Trigger
Instant
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- Client NameRequired
Trigger
Instant
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- Client NameRequired
Trigger
Instant
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- client nameRequired
Trigger
Instant
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- Client NameRequired
Trigger
Instant
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- Client NameRequired
Trigger
Instant
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- Source CodeRequired
- CRMRequired
- CRM Contact/Prospect IDRequired
- Project NameRequired
- Salutation
- First NameRequired
- M.I.
- Last NameRequired
- Suffix
- Street Address 1
- Street Address 2
- City
- State
- Country
- Zip Code
- Home Phone
- Work Phone
- Work Phone Ext
- Mobile Phone
- Fax Number
- Email - Primary
- Email - Secondary
- Comments
- Broker First Name
- Broker Last Name
- Associated Sales Representative Email
- projectId - Internal
- brokerId - Internal
- salesRepId - Internal
Action
Write
- CRMRequired
- CRM Contact/Prospect IDRequired
- Salutation
- First NameRequired
- M.I.
- Last NameRequired
- Suffix
- Street Address 1
- Street Address 2
- City
- State
- Zip Code
- Country
- Home Phone
- Work Phone
- Work Phone Ext
- Mobile Phone
- Fax Number
- Email - Primary
- Email - Secondary
- Comments
- Broker First Name
- Broker Last Name
- Associated Sales Representative Email
- brokerId - Internal
- salesRepId - Internal
Action
Write
- Board ID
- List ID
- Filter
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Instant
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- Board ID
- Card ID
Trigger
Instant
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- Board IDRequired
Trigger
Polling
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- Board IDRequired
Trigger
Polling
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New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
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- Board IDRequired
- Member IDRequired
- Membership TypeRequired
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- Label IDRequired
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- Member ID(s)Required
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- List IDRequired
- NameRequired
- Description
- Label ID
- Custom Labels
- Card Position
- Member ID(s)
- 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 IDRequired
Action
Write
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item IDRequired
Action
Write
- Board ID
- List ID
- Card ID
- Checklist IDRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- Action IDRequired
Action
Search
- Board IDRequired
- Label NameRequired
Action
Search
- Card IDRequired
Action
Search
- Board IDRequired
- List ID
- Card ID
- SearchRequired
Action
Search
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- SearchRequired
Action
Search
- Label IDRequired
Action
Search
- Member IDRequired
Action
Search
- Organization IDRequired
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
Action
Search
- Board IDRequired
- Label NameRequired
- Color
Action
Search or write
- Board IDRequired
- List ID
- Card IDRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or write

- Client NameRequired
Trigger
Instant
Try It
- Client NameRequired
Trigger
Instant
Try It
- Client NameRequired
Trigger
Instant
Try It
- Client NameRequired
Trigger
Instant
Try It
- Client Name
Trigger
Instant
Try It
- Client NameRequired
Trigger
Instant
Try It
- PO NumberRequired
- Check Number
- Check Date
- Amount Paid
- Paid Date
- Payment Type
- Payment Status
- Description
Action
Write
- CRMRequired
- CRM Contact/Prospect IDRequired
- Salutation
- First NameRequired
- M.I.
- Last NameRequired
- Suffix
- Street Address 1
- Street Address 2
- City
- State
- Zip Code
- Country
- Home Phone
- Work Phone
- Work Phone Ext
- Mobile Phone
- Fax Number
- Email - Primary
- Email - Secondary
- Comments
- Broker First Name
- Broker Last Name
- Associated Sales Representative Email
- brokerId - Internal
- salesRepId - Internal
Action
Write
New Board
Triggers when a new board is added.
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Polling
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- ActivityRequired
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It
- Board IDRequired
Trigger
Polling
Try It
- Board IDRequired
- Label ID
Trigger
Instant
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- Board IDRequired
Trigger
Polling
Try It
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- Organization ID
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card IDRequired
- File Attachments
- URL Attachments
Action
Write
- Board IDRequired
- From List ID
- Card IDRequired
- To Board ID
- To List IDRequired
Action
Write
- Board ID
- List ID
- Card IDRequired
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
- List ID
- Card IDRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card IDRequired
- Comment TextRequired
Action
Write
- Board IDRequired
- NameRequired
- Organization ID
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board IDRequired
- Label NameRequired
- Color
Action
Write
- Board IDRequired
- List ID
- Card IDRequired
- Label IDRequired
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- List NameRequired
Action
Search
- Card IDRequired
Action
Search
- Checklist IDRequired
Action
Search
- Checklist IDRequired
- Checklist Item IDRequired
Action
Search
- List IDRequired
Action
Search
- Organization IDRequired
- Board NameRequired
Action
Search
- Trello Query StringRequired
- Organization ID
- Cards Limit
Action
Search
- Organization IDRequired
- Member NameRequired
Action
Search
- Board IDRequired
- List NameRequired
Action
Search or write
- Organization IDRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

About BuildTopia

BuildTopia is an integrated construction management system for residential builders, bringing all tasks, processes and workflow together as a single system with purchasing, project management and job-costing technology.

Related categories

Sales & CRM

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

BuildTopia + Trello

Create cards in Trello for new prospects in BuildTopia

Change Order Approved - Options Price Changed

New Prospect

Schedule Stage Completed

WIK Accepted

Agreement Accepted - Buyer Info

Workup Submitted - Options Price Changed

Settlement Date Added/Updated

Create WIK Prospect

Update WIK Prospect

New Card

New Comment in Card

Card Moved to List

Card Updated

New Label

New List

New Notification

Add Member to Board

Archive Card

Add Label to Card

Add Members to Card

Create Card

Close Board

Complete Checklist Item in Card

Delete Checklist in Card

Create List

Find Action by ID

Find Label on Board

Find Card Attachments by Card ID

Find Checklist

Find Checklist Item

Find Label by ID

Find Member by ID

Find Organization by ID

Find Card

Find or Create Label

Find or Create Checklist

Lot Updated

Schedule Date Changed

Schedule Task Completed

WIK Created

Agreement Accepted - Buyer Info Changed

Workup Submitted - Pricing Summary

Add/Update Purchase Order Payment Info

Update Prospect

New Board

New Card Archived

New Activity

Card Due

New Checklist

New Label Added to Card

New Member on Board

Create Checklist Item in Card

Create Board

Add Attachment to Card

Move Card to List

Update Card

Add Checklist to Card

Create Comment

Copy Board

Create Label

Remove Label From Card

Find Board by ID

Find List on a Board

Find Card by ID

Find Checklist by ID

Find Checklist Item by ID

Find List by ID

Find Board

Find Card by Custom Query

Find Member

Find or Create List on a Board

Find or Create Board

About BuildTopia

Related categories

About Trello

Related categories

Similar apps

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