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.

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.

  1. When this happens...
    Method CRMMethod CRM
    New Activity

    Triggers when a new activity is added.

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Method CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    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
  • Method CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    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
  • Method CRM triggers, actions, and search

    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
method-crm logo
method-crm logo

About Method CRM

Method CRMâ„¢ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Trello

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

Related categories

  • Project Management

Similar apps

Planview AgilePlace integrationsPlanview AgilePlace integrations

Planview AgilePlace

Project Management
Kanban Tool integrationsKanban Tool integrations

Kanban Tool

Project Management
MeisterTask integrationsMeisterTask integrations

MeisterTask

Project Management
filter logo
filter logo

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.
Learn more

Related categories

  • Developer Tools
  • Zapier
formatter logo
formatter logo

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.
Learn more

Related categories

  • Documents
  • Zapier