Maximizer CRM + Trello

Create Trello cards from new or updated opportunities in Maximizer CRM

Improve your project management efficiency with this workflow that links your Maximizer CRM with Trello. Whenever there's a new or updated opportunity entry in Maximizer CRM, a corresponding card will be created in Trello. You'll be able to immediately visualize and manage the opportunity, speeding up your sales process and ensuring you never miss a potential deal. This workflow streamlines the way you manage opportunities, allowing you to focus on valuable tasks.

When this happens...
New or Updated Opportunity Entry
Triggers when there is a new or updated Opportunity entry
TriggerPolling
automatically do this!
Create Card
Adds a new card on a specific board and list.
ActionWrite

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Supported triggers and actions

New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
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New or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Polling
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It

New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Polling
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Polling
Try It

- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Polling
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Polling
Try It
Add Subscriber to Campaign
Add Subscriber to Campaign
Action
Write
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Remove existing value for selected fields
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write
- Board ID
- List ID
- Filter
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Board ID
- Card ID
Trigger
Instant
Try It
- Board IDRequired
Trigger
Polling
Try It
- Board IDRequired
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board IDRequired
- Member IDRequired
- Membership TypeRequired
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- Label IDRequired
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- Member ID(s)Required
- List ID
- Card IDRequired
Action
Write
- 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
Action
Write
- Board IDRequired
Action
Write
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item IDRequired
Action
Write
- Board ID
- List ID
- Card ID
- Checklist IDRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- Action IDRequired
Action
Search
- Board IDRequired
- Label NameRequired
Action
Search
- Card IDRequired
Action
Search
- Board IDRequired
- List ID
- Card ID
- SearchRequired
Action
Search
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- SearchRequired
Action
Search
- Label IDRequired
Action
Search
- Member IDRequired
Action
Search
- Organization IDRequired
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
Action
Search
- Board IDRequired
- Label NameRequired
- Color
Action
Search or write
- Board IDRequired
- List ID
- Card IDRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or write

New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Polling
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Polling
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Polling
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Polling
Try It
- Parent TypeRequired
- Category
- Type
Trigger
Polling
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Polling
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Polling
Try It
Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Campaign
Searches for existing Campaign
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write
New Board
Triggers when a new board is added.
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- ActivityRequired
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It
- Board IDRequired
Trigger
Polling
Try It
- Board IDRequired
- Label ID
Trigger
Instant
Try It
- Board IDRequired
Trigger
Polling
Try It
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- Organization ID
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card IDRequired
- File Attachments
- URL Attachments
Action
Write
- Board IDRequired
- From List ID
- Card IDRequired
- To Board ID
- To List IDRequired
Action
Write
- 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
Action
Write
- Board ID
- List ID
- Card IDRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card IDRequired
- Comment TextRequired
Action
Write
- Board IDRequired
- NameRequired
- Organization ID
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board IDRequired
- Label NameRequired
- Color
Action
Write
- Board IDRequired
- List ID
- Card IDRequired
- Label IDRequired
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- List NameRequired
Action
Search
- Card IDRequired
Action
Search
- Checklist IDRequired
Action
Search
- Checklist IDRequired
- Checklist Item IDRequired
Action
Search
- List IDRequired
Action
Search
- Organization IDRequired
- Board NameRequired
Action
Search
- Trello Query StringRequired
- Organization ID
- Cards Limit
Action
Search
- Organization IDRequired
- Member NameRequired
Action
Search
- Board IDRequired
- List NameRequired
Action
Search or write
- Organization IDRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Trello

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

Learn more

Related categories

Project Management

Maximizer CRM + Trello

Create Trello cards from new or updated opportunities in Maximizer CRM

New or Updated Address Book Entry (Via Webhook)

New or Updated Lead Entry (Via Webhook)

New or Updated Address Book Entry

New or Updated Appointment Entry

New or Updated Case Entry

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

New or Updated Task Entry

Add Subscriber to Campaign

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Update Case

Update Lead Entry

Update Opportunity

Find Appointment

Find Case

Find Note

Find Task

Find Maximizer User

Find or Create Address Book entry

New Card

New Comment in Card

Card Moved to List

Card Updated

New Label

New List

New Notification

Add Member to Board

Archive Card

Add Label to Card

Add Members to Card

Create Card

Close Board

Complete Checklist Item in Card

Delete Checklist in Card

Create List

Find Action by ID

Find Label on Board

Find Card Attachments by Card ID

Find Checklist

Find Checklist Item

Find Label by ID

Find Member by ID

Find Organization by ID

Find Card

Find or Create Label

Find or Create Checklist

New or Updated Appointment (Via Webhook)

Opportunity Stage Changed

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

New or Updated Lead Entry

New or Updated Note Entry

Date Notification for Opportunity

Date Notification for Task

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Campaign

Find Lead

Find Opportunity

Find Address Book Entry

Find or Create Lead entry

New Board

New Card Archived