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
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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