mfr - field service management + Trello

Create new Trello cards for new jobs in mfr - field service management

When a new job is posted in your mfr - field service management app, use this automation to create a corresponding card in your Trello app. This workflow not only helps keep track of new jobs orderly, but also improves efficiency while reducing manual data entry. With this setup, your project management becomes far more streamlined, ensuring that no tasks fall through the cracks.

When this happens...
New Job
Triggers when new job was created.
TriggerInstant
automatically do this!
Create Card
Adds a new card on a specific board and list.
ActionWrite

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Supported triggers and actions

- Appointment Type
Trigger
Instant
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New Location (Service Location)
Triggers when new location (service location) is available.
Trigger
Instant
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- Service Request StateRequired
Trigger
Instant
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- Service Request IDRequired
- Current Owner Email
- Current Owner ID
Action
Write
- Customer NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Main contact first name company
- Main contact last name company
- Main contact phone number
- Main contacts email
Action
Write

- Original Service Request IDRequired
- Follow-up Job Name
- Follow-up Job Description
- Job Template ID
- Service Request Type
- Clone Comments
- Clone Undone and Failed Steps
- Clone Items
- Clone All Steps
- Clone Documents
- Clone Tags
- Clone Open Appointments
- Project Id
- StartDateTime
- EndDateTime
- MFR Username
- Product List
Action
Write
- ItemType NameRequired
- ItemType IdRequired
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write

- Location NameRequired
- Location Id
- Company Id
- AddressRequired
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Time Event TypeRequired
- Duration [Minutes]
- Start Date Time
- End Date Time
- Description
- Username of TechnicianRequired
- Service Request ID
- Appointment ID
- Longitude
- Latitude
- Driving Distance
- Corrected Time
- External ID
- Is Approved
Action
Write
- Service Request IDRequired
- Job Name
- Job Description
- Job State
- Current Owner Email
- Target Time (minutes)
Action
Write
- FilenameRequired
- FileRequired
Action
Write
- Company Id
- Company Name
Action
Search
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
Action
Search
New Board
Triggers when a new board is added.
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Polling
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- ActivityRequired
- Board ID
- List ID
- Card ID
Trigger
Instant
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- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
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- Board IDRequired
Trigger
Polling
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- Board IDRequired
- Label ID
Trigger
Instant
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- 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

New Customer
Triggers when new customer is created.
Trigger
Instant
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New Job
Triggers when new job was created.
Trigger
Instant
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- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- Appointment typeRequired
- Duration [Minutes]Required
- Start date timeRequired
- End date time
- Appointment description
- Username of techncianRequired
Action
Write
- Customer First NameRequired
- Customer Last NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Offer ID
- Service Request ID
- Note
Action
Write
- Job IdRequired
- Report definition Code (e.g. R-212)Required
Action
Write
- Job NameRequired
- Job Id
- Customer IdRequired
- Job Description
- Location Id (Service location)
- Job Template
- Project Id
- TargetTime
- StartDateTime
- EndDateTime
- MFR Username
- Produktliste
Action
Write
- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- FilenameRequired
- FileRequired
- Job IdRequired
Action
Write
- Service Request IDRequired
- Dispatch Date
- Maximum Results
- Search Radius (km)
- Include Subcontractors
- Preferred Technician ID
- Exclude Technician IDs
- Return Only Best Match
Action
Search
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest IdRequired
Action
Search
- 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

About mfr - field service management

Field Service Management platform for dispatching efficiently technicians. This platform helps customers to provide the best service onsite.

Related categories

Scheduling & Booking

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

mfr - field service management + Trello

Create new Trello cards for new jobs in mfr - field service management

New Appointment

New Location (Service Location)

Job State Change Event

Change Job Owner

Create Customer

Create Follow-Up Job

Create ItemType

Create Location (Service Location)

Create Time Event

Update Job

Upload Purchase Invoice

Find Company (Customer)

Find Location (Service Location)

Find User

New Board

New Card Archived

New Activity

Card Due

New Checklist

New Label Added to Card

New Member on Board

Create Checklist Item in Card

Create Board

Add Attachment to Card

Move Card to List

Update Card

Add Checklist to Card

Create Comment

Copy Board

Create Label

Remove Label From Card

Find Board by ID

Find List on a Board

Find Card by ID

Find Checklist by ID

Find Checklist Item by ID

Find List by ID

Find Board

Find Card by Custom Query

Find Member

Find or Create List on a Board

Find or Create Board

New Customer

New Job

Add Tag to Entity (Job)

Create Appointment

Create Customer Single Person

Create Invoice Draft

Generate Report

Create Job

Remove Tag From Entity (Job)

Upload Document

Find Best Technician

Find ItemType

Find Job

Get Job by Id

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