MyCRM Sync + Trello
Create cards in Trello when deal statuses change in MyCRM Sync
Keep track of your MyCRM deal updates efficiently with this workflow. When the status of a deal changes in your MyCRM, the workflow creates a new card in Trello to help you stay organized. This streamlined process eliminates the manual task of duplicating information between platforms, saving your valuable time and ensuring accuracy.
Keep track of your MyCRM deal updates efficiently with this workflow. When the status of a deal changes in your MyCRM, the workflow creates a new card in Trello to help you stay organized. This streamlined process eliminates the manual task of duplicating information between platforms, saving your valuable time and ensuring accuracy.
- When this happens...Deal Status Changed
Triggers when a deal changes status.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Try ItContact Deleted
Triggers when a new contact is deleted.
Try ItDeal Status Changed
Triggers when a deal changes status.
Try ItNew Board
Triggers when a new board is added.
Try It
Contact Created
Triggers when a new contact is created.
Try ItContact Updated
Triggers when a new contact is updated.
Try ItTitle
First NameRequired
Preferred Name
Last NameRequired
EmailRequired
MobileRequired
Date of Birth
Gender
Marketing Consent
Street Address
Suburb
State
Postcode
Address Type
Note Title
Note Details
UTM Source (Marketing)
UTM Medium (Marketing)
UTM Campaign (Marketing)
UTM Term (Marketing)
UTM Content (Marketing)
Board ID
List ID
Filter
Try It
