EngageBay Marketing + Trello
Create Trello cards for new EngageBay Marketing deals
Easily keep track of your marketing deals with this efficient workflow. When a new deal is entered in EngageBay Marketing, a corresponding card is instantly created in Trello. This seamless integration helps streamline your project management, ensuring you stay organized and on top of all your deals.
Easily keep track of your marketing deals with this efficient workflow. When a new deal is entered in EngageBay Marketing, a corresponding card is instantly created in Trello. This seamless integration helps streamline your project management, ensuring you stay organized and on top of all your deals.
- When this happens...
New DealTriggers when a new deal is added to your account upon confirmation.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CardAdds a new card on a specific board and list.
ActionWriteCreate a new record or update an existing record in your app.
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New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Event
Triggers when a new event is added to your account upon confirmation.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is added in the EngageBay.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Company
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Deal
Triggers when a deal is updated in your account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSequenceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Phone Number
EmailRequired
Timezone
Start TimeRequired
End TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FormRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
EmailRequired
First Name
Last Name
Company
Phone Number
Phone Number (Work)
Phone Number (Home)
Phone Number (Mobile)
Phone Number (Home Fax)
Phone Number (Work Fax)
Website
Website (Skype)
Website (Twitter)
Website (Linkedin)
Website (Facebook)
Website (Xing)
Blog
Website (Google+)
Website (Flickr)
Website (GitHub)
Website (Youtube)
Role
Tags
Address
City
State
Zip Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Member IDRequired
Membership TypeRequired
Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label IDRequired
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Member ID(s)Required
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card ID
Checklist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card ID
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card IDRequired
Checklist IDRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List Name
Keyword
Member
Label
Due Date Filter
Has Filter
Only Starred Boards
Open Cards Only
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard IDRequired
List ID
Card IDRequired
SearchRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is added to your account upon confirmation.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Owners
Trigger to get all owners.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Tracks
Tigger to get all tracks.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Unsubscribe
Triggers when a user unsubscribes from your emails.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Contact
Triggers when a contact is updates in your account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Task
Triggers when a task is added in the EngageBay.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmailRequired
First Name
Last Name
Company
Phone Number
Phone Number (Work)
Phone Number (Home)
Phone Number (Mobile)
Phone Number (Home Fax)
Phone Number (Work Fax)
Website
Website (Skype)
Website (Twitter)
Website (Linkedin)
Website (Facebook)
Website (Xing)
Blog
Website (Google+)
Website (Flickr)
Website (GitHub)
Website (Youtube)
Role
Tags
Address
City
State
Zip Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
SubjectRequired
Priority
Type
Status
Assignee
Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Last Name
Role
First Name
Company
Phone Number
Phone Number (Work)
Phone Number (Home)
Phone Number (Mobile)
Phone Number (Home Fax)
Phone Number (Work Fax)
Website
Website (Skype)
Website (Twitter)
Website (Linkedin)
Website (Facebook)
Blog
Website (Xing)
Website (Google+)
Website (Flickr)
Website (GitHub)
Website (Youtube)
Tags
Address
City
State
Zip Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivityRequired
Board ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Board ID
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
From List ID
Card IDRequired
To Board ID
To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
NameRequired
Organization ID
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrello Query StringRequired
Organization ID
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization IDRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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