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Custify + Trello

Create Trello cards when companies enter segments in Custify

Creates a Trello Card with the following title: "Company %name entered Segment %segmentName" in Trello. You could use this if your Customer Success Team is working with Trello and wants to have actions based on Segments in Trello.

Creates a Trello Card with the following title: "Company %name entered Segment %segmentName" in Trello. You could use this if your Customer Success Team is working with Trello and wants to have actions based on Segments in Trello.

  1. When this happens...
    CustifyCustify
    Company Enters Segment

    Triggers when a company enters the defined segment.

    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?
    • SegmentRequired

    Trigger
    Instant
    Try It
    • SegmentRequired

    Trigger
    Instant
    Try It
    • PlaybookRequired

    Trigger
    Instant
    Try It
    • New custom attribute

    Action
    Write
    • SegmentRequired

    Trigger
    Instant
    Try It
    • SegmentRequired

    Trigger
    Instant
    Try It
    • PlaybookRequired

    Trigger
    Instant
    Try It
    • Event nameRequired

    • Event date and timeRequired

    • User ID

    • Email

    • Company ID

    • Metadata

    Action
    Write
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About Custify

Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.

Related categories

  • Customer Appreciation
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About Trello

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

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