Microsoft Dynamics 365 CRM + Trello

Create cards in Trello for new cases/incidents in Microsoft Dynamics 365 CRM

Make incident management seamless with this effective workflow between Microsoft Dynamics 365 CRM and Trello. Whenever a new case or incident pops up in your CRM, a corresponding card is conveniently created in Trello. Stay in control of sudden developments and upgrade your response strategy with this powerful automation.

Make incident management seamless with this effective workflow between Microsoft Dynamics 365 CRM and Trello. Whenever a new case or incident pops up in your CRM, a corresponding card is conveniently created in Trello. Stay in control of sudden developments and upgrade your response strategy with this powerful automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Case/Incident

    Triggers when a new case/incident is created.

    TriggerScheduled
  2. automatically 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?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
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