Overloop + Trello
Create Trello cards when new Overloop deals are won
When a deal is won, you have to take action. Use this Zap to get an effortless head start on your follow-up work. Once it's active, this integration automatically creates a Trello card whenever a deal is marked as won in Overloop.
When a deal is won, you have to take action. Use this Zap to get an effortless head start on your follow-up work. Once it's active, this integration automatically creates a Trello card whenever a deal is marked as won in Overloop.
- When this happens...
Deal WonTriggers when a new deal is won.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CardTriggers when a new card is added.
ActionWriteCreate a new record or update an existing record in your app.
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Deal Created
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDeal Won
Triggers when a new deal is won.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaign Created
Triggers when a new campaign is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPipeline Created
Triggers when a new pipeline is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUser Created
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization Created
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProspect Replied
Triggers when a prospect has replied for the first time.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTitle
Value
Expected Close Date
Owner
PipelineRequired
Prospect
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Title
First Name
Last Name
Jobtitle
Phone
Country
State
Zip
City
Organization
Industry
Description
Website
Linkedin Profile
Lists
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Company
Domain
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Website
Phone
Email
Country
City
State
Address
Owner
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expression to search…Required
ActionThis is an event a Zap performs.SearchFind existing data in your appExpression to searchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
List
CardRequired
ChecklistRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Label
Custom Labels
Card Position
Member
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
From List
CardRequired
To Board
To ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Card Name
Card Description
Card Due Date
Due Complete
Card Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
ChecklistRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
Card
ChecklistRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
Card
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Deal Lost
Triggers when a new deal is lost.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Exclusion List Item
Triggers when a new exclusion list item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planList Created
Triggers when a new list is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStage Created
Triggers when a new stage is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkflow Created
Triggers when a new worklow is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProspect Created
Triggers when a new prospect is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProspectRequired
CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Website
Phone
Email
Country
City
State
Address
Owner
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProspectRequired
WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PipelineRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Title
Value
Expected Close Date
Owner
Pipeline
Prospect
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id or emailRequired
Email
Title
First Name
Last Name
Jobtitle
Phone
Country
State
Zip
City
Organization
Industry
Description
Website
Linkedin Profile
Lists
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExpression to search…Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
ListRequired
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BoardRequired
CardRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
LabelRequired
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Member(s)Required
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
Organization
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
CardRequired
ChecklistRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List
Card NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
List
CardRequired
SearchRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization
BoardRequired
ListRequired
Card NameRequired
Description
Label
Custom Labels
Card Position
Member
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Overloop
Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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