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Capsule CRM + Trello

Create Trello cards for new or updated Capsule CRM projects to easily track progress

Stay on top of your Capsule CRM projects by seamlessly connecting it to your Trello board. With this workflow, whenever there's a new or updated project in Capsule CRM, it will create a new card in Trello. Keep your team organized and ensure important tasks are always visible and up-to-date.

Stay on top of your Capsule CRM projects by seamlessly connecting it to your Trello board. With this workflow, whenever there's a new or updated project in Capsule CRM, it will create a new card in Trello. Keep your team organized and ensure important tasks are always visible and up-to-date.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Project

    Triggers when a given action is performed on a Project.

    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?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

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

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