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Capsule CRM + Trello

Create checklist items in Trello cards for every new or updated task in Capsule CRM

Enhance your project management efficiency with this seamless workflow between Capsule CRM and Trello. Every time there's a new or updated task in Capsule CRM, a checklist item is directly created on a Trello card. This automation keeps your team informed of all updates, ensuring no details are lost in the process, and helping you monitor progress right from your Trello board. Boost your productivity and keep your projects in sync with this efficient workflow.

Enhance your project management efficiency with this seamless workflow between Capsule CRM and Trello. Every time there's a new or updated task in Capsule CRM, a checklist item is directly created on a Trello card. This automation keeps your team informed of all updates, ensuring no details are lost in the process, and helping you monitor progress right from your Trello board. Boost your productivity and keep your projects in sync with this efficient workflow.

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

    Triggers when a given action is performed on a Task.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Checklist Item in Card

    Creates a new checklist item in a card.

    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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