Method CRM + Trello + Filter by Zapier + Formatter by Zapier

Create Trello cards from new Method to-do activities

Do you struggle to keep track of everything you need to do? Connect Method and Trello to make project management easier. As you create to-do activities in Method watch as they automatically appear in your Trello board as new cards.

When this happens...
New Activity
Triggers when a new activity is added.
TriggerScheduled
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create Card
Triggers when a new card is added.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is added.
Trigger
Scheduled
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Scheduled
Try It
- Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write

- Table NameRequired
- Fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write
- Only continue if...Required
Action
Filter
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Board
- List
- Filter
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- BoardRequired
- ListRequired
- Card
Trigger
Instant
Try It
- BoardRequired
- CardRequired
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
Try It
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- CardRequired
Action
Write
- BoardRequired
- LabelRequired
- List
- CardRequired
Action
Write
- BoardRequired
- Member(s)Required
- List
- CardRequired
Action
Write
- Board
- List
- CardRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
- NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- BoardRequired
- Label NameRequired
- Color
Action
Write
- BoardRequired
- List
- CardRequired
- LabelRequired
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- SearchRequired
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
- Label NameRequired
- Color
Action
Search or write
- BoardRequired
- List
- CardRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Search or write

New Contact
Triggers when a new contact is added.
Trigger
Scheduled
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Scheduled
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Scheduled
Try It
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordIDRequired
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Search or write
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write
- TransformRequired
Action
Write
- TransformRequired
Action
Write
New Board
Triggers when a new board is added.
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- ActivityRequired
Trigger
Instant
Try It
- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Write
- Board
- List
- CardRequired
- File Attachments
- URL Attachments
Action
Write
- BoardRequired
- From List
- CardRequired
- To Board
- To ListRequired
Action
Write
- Board
- List
- CardRequired
- Card Name
- Card Description
- Card Due Date
- Due Complete
- Card Position
Action
Write
- BoardRequired
Action
Write
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist ItemRequired
Action
Write
- Board
- List
- Card
- ChecklistRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
- List
- Card
- SearchRequired
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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 Help

Related categories

Project Management

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Method CRM + Trello + Filter by Zapier + Formatter by Zapier

Create Trello cards from new Method to-do activities

New Activity

New Customer or Customer Lead (QuickBooks Only)

New Opportunity

Add Activity

Due Date

Comments

Opportunity Record ID

Contact RecordID

StatusRequired

TypeRequired

Assigned ToRequired

Custom Fields

Add Customer or Customer Lead (QuickBooks Only)

First NameRequired

Last Name

NameRequired

Company Name

Email

Phone

Billing Address Line 1

Billing Address Line 2

Billing Address Line 3

Billing City

Billing Country

Billing Postal Code

Billing State/Province

Is Customer Lead?

Custom Fields

Add Generic Entry

Table NameRequired

Fields

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer or Customer Lead (QuickBooks Only)

FieldRequired

ValueRequired

Find Vendor

FieldRequired

ValueRequired

Find or Create Customer

FieldRequired

ValueRequired

First NameRequired

Last Name

NameRequired

Company Name

Email

Phone

Billing Address Line 1

Billing Address Line 2

Billing Address Line 3

Billing City

Billing Country

Billing Postal Code

Billing State/Province

Is Customer Lead?

Custom Fields

Only continue if...

Only continue if...Required

Numbers

TransformRequired

Utilities

TransformRequired

New Card

Board

List

Filter

New Comment in Card

Board