PhoneBurner + Trello
Create Trello cards from updated PhoneBurner contacts in folders
Stay organized and efficient with this simple workflow. When a contact is updated in your PhoneBurner folder, a new card is created in Trello, keeping your team updated and ensuring tasks are managed in real-time. This automation bridges the gap between PhoneBurner and Trello, enhancing your project management and ensuring vital contact updates are never missed.
Stay organized and efficient with this simple workflow. When a contact is updated in your PhoneBurner folder, a new card is created in Trello, keeping your team updated and ensuring tasks are managed in real-time. This automation bridges the gap between PhoneBurner and Trello, enhancing your project management and ensuring vital contact updates are never missed.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Card
Adds a new card on a specific board and list.
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Get All Dial Session Data
Use this trigger to fetch all of the dial session data for your account. If you are a team admin this will fetch all dial session data for you and all of your users and each call will be a unique trigger to perform actions
Try ItFolderRequired
First Name
Last Name
Email Address
Work Number
Home Phone
Mobile Phone
Other Phone
Address
Apt / Suite
City
State
Zip
Notes/Description
Tags
Lead ID
Lead Source ID
Name of the External CRM
External CRM ID
Check for duplicates based on Email
Check for duplicates based on Phone
Duplicate Scrubbing Policy
On Duplicate
DNC List
Contact IDRequired
New Board
Triggers when a new board is added.
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Folder
Try ItSearch Email
Search Phone
Match Preference
Include Trashed
PhoneBurner Contact IDRequired
Folder
First Name
Last Name
Email Address
Work Number
Home Phone
Mobile Phone
Other Phone
Address
Apt / Suite
City
State
Zip
Notes
Tags
Lead ID
Name of the External CRM
External CRM ID
Transfer Record To
Mark as New
Rating
Board ID
List ID
Filter
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