Mercury Connect + Trello integrations
Create Trello cards for updated Mercury Connect opportunities
Stay on top of your sales opportunities with this efficient workflow between Mercury Connect and Trello. Whenever an opportunity is updated in Mercury Connect, a new card will be created in Trello, helping you manage and prioritize tasks. This automation saves time and ensures that your sales process remains organized and up-to-date.
- When this happens...Updated OpportunityTriggers when an opportunity is updated.
- automatically do this!Create CardAdds a new card on a specific board and list.
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More things you can do with Mercury Connect and Trello
Discover other triggers and actions you can use with Mercury Connect and Trello
- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Contact TypeRequired
Try ItTriggerInstant
- Contact TypeRequired
Try ItTriggerInstant- Contact TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Virtual Branch
- Title
- EmailRequired
- First NameRequired
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
ActionWrite
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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