Assign a Task Template List.

Creates a company contact.

Creates a new folder in a matter.

Creates a new matter note.

Creates a new task.

Updates an existing person contact.

Updates a task.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a company contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find a matter by number, display number, description, or client name.

Find a user by name.

Find or Create a Matter

Triggers when a Card is archived in Trello.

Triggers when there is activity in Trello.

Triggers at a specified time before a card is due.

Triggers when a new checklist is created in Trello.

Triggers when a label is added in a Trello card.

Triggers when a new member joins a board.

Creates a new checklist item in a card.

Creates a new board.

Adds one or more attachments to a specific card.

Moves a specific card to a list on a specific board.

Update a card's name, description, due date, or position in list.

Adds a new (or existing) checklist to a card.

Writes a new comment on a specific card.

Creates a copy of an existing board.

Adds a new label on a specific board.

Removes an existing label from a card.

Finds a specific board using its ID. This provides direct access to board details for agentic use cases.

Finds a list on a particular board by name.

Finds a specific card using its ID. This provides direct access to card details with comments for agentic use cases, without the overhead of attachment processing.

Finds a specific checklist using its ID. This provides direct access to checklist details for agentic use cases.

Finds a specific checklist item using its checklist ID and checklist item ID. This provides direct access to checklist item details for agentic use cases.

Finds a specific list using its ID. This provides direct access to list details for agentic use cases.

Finds a board in your Trello organization by name.

Search for cards using a custom Trello query string.

Finds a member in your Trello organization by name.

Finds or creates a specific board list.

Finds or creates a specific organization board.

Updates an existing company contact.

Creates a new expense entry.

Creates a new matter.

Creates a person contact.

Creates a new time entry.

Update an existing matter.

Upload document to matter.

Finds a Bill by Client ID, Matter ID or Invoice number.

Find newest matter by client email.

Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find or Create Company Contact

Find or Create Person Contact

Triggers when a new card is added.

Triggers when a Comment is added to a Card in Trello.

Triggers when a Card is moved to a List in Trello,

Triggers when a Card is updated in Trello.

Triggers when a new label is created in Trello.

Triggers when a new list on a board is added.

Adds a member to a board.

Archives a card.

Adds an existing label to a specific card.

Adds one or more members to a specific card.

Adds a new card on a specific board and list.

Closes a board without permanently deleting it.

Completes an existing checklist item in a card.

Deletes an existing checklist on a card.

Adds a new list on a specific board.

Finds a specific Trello action using its ID. This provides direct access to action details for agentic use cases.

Finds a label on a particular board by name.

Finds all attachments for a specific card using its ID. This provides direct access to card attachments for agentic use cases, improving performance by separating attachment fetching from the main card search.

Finds a checklist on a particular board or card by name.

Finds a checklist item on a particular checklist by name.

Finds a specific label using its ID. This provides direct access to label details for agentic use cases.

Finds a specific member using their ID. This provides direct access to member details for agentic use cases.

Finds a specific organization using its ID. This provides direct access to organization details for agentic use cases.

Search for cards using structured search fields.

Finds or creates a specific board label.

Finds or creates a specific checklist.