Pitchbox + Trello

Create Trello cards for new tasks added to Pitchbox opportunities

It can be hard to manage tasks across teams. This automation creates cards in Trello when new opportunity tasks are created in Pitchbox. Two separate workflows working together seamlessly!

When this happens...
Task Created
Triggers when a task is created.
TriggerInstant
automatically do this!
Create Card
Triggers when a new card is added.
ActionWrite

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Supported triggers and actions

What does this mean?

Campaign Archived
Triggers when a campaign is archived.
Trigger
Instant
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Campaign Deleted
Triggers when a campaign is deleted.
Trigger
Instant
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New Matched Email
Triggers when an email is matched.
Trigger
Instant
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Opportunity Tagged
Triggers when a tag is added to an opportunity.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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Task Completed
Triggers when a task is marked as complete.
Trigger
Instant
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User Created
Triggers when a user is created.
Trigger
Instant
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- UrlRequired
- Campaign IDRequired
Action
Write
- Project IDRequired
- NameRequired
- DescriptionRequired
- Opportunity ID
- Campaign ID
- Assigned To User ID
- Due Date
- Automatically mark as complete when opportunity receives an email reply
- Automatically mark as complete when opportunity milestone is changed
Action
Write
- Opportunity IDRequired
- New MilestoneRequired
Action
Write
- Campaign ID
- Project ID
- Name
Action
Search
- Email Account ID
- Email AddressRequired
Action
Search
- Opportunity IDRequired
Action
Search
- Project ID
- Name
Action
Search
- User ID
- Email Address
Action
Search
- Board
- List
- Filter
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- BoardRequired
- ListRequired
- Card
Trigger
Instant
Try It
- BoardRequired
- CardRequired
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
Try It
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- CardRequired
Action
Write
- BoardRequired
- LabelRequired
- List
- CardRequired
Action
Write
- BoardRequired
- Member(s)Required
- List
- CardRequired
Action
Write
- Board
- List
- CardRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
- NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- BoardRequired
- Label NameRequired
- Color
Action
Write
- BoardRequired
- List
- CardRequired
- LabelRequired
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- SearchRequired
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
- Label NameRequired
- Color
Action
Search or write
- BoardRequired
- List
- CardRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Search or write

Campaign Created
Triggers when a campaign is created.
Trigger
Instant
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Custom Field Updated
Triggers when a custom field is updated.
Trigger
Instant
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Milestone Change
Triggers when an opportunity milestone is changed.
Trigger
Instant
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Opportunity Untagged
Triggers when a tag is removed from an opportunity.
Trigger
Instant
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Task Deleted
Triggers when a task is deleted.
Trigger
Instant
Try It
User Archived
Triggers when a user is archived.
Trigger
Instant
Try It
- Task IDRequired
- Completed By User IDRequired
Action
Write
- Opportunity IDRequired
- Note contentRequired
Action
Write
- Opportunity IDRequired
- Custom Field TokenRequired
- New ValueRequired
Action
Write
- Task IDRequired
- New Name
- New Description
- New Assigned To User ID
- New Due Date
- New Autocomplete On Communication (T/F)
- New Autocomplete On Milestone (T/F)
Action
Write
- Communication IDRequired
Action
Search
- Project IDRequired
- Opportunity ID
- Campaign ID
- Milestone
- Domain Name
- Name
- Url
- Workflow status
- Is outreach in progress
Action
Search
- Opportunity IDRequired
- Show Completed (T/F)
- Assigned To User ID
Action
Search
- Task IDRequired
Action
Search
New Board
Triggers when a new board is added.
Trigger
Scheduled
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- Board
- List
- Card
Trigger
Scheduled
Try It
- ActivityRequired
Trigger
Instant
Try It
- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Write
- Board
- List
- CardRequired
- File Attachments
- URL Attachments
Action
Write
- BoardRequired
- From List
- CardRequired
- To Board
- To ListRequired
Action
Write
- Board
- List
- CardRequired
- Card Name
- Card Description
- Card Due Date
- Due Complete
- Card Position
Action
Write
- BoardRequired
Action
Write
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist ItemRequired
Action
Write
- Board
- List
- Card
- ChecklistRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
- List
- Card
- SearchRequired
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

About Pitchbox

Pitchbox is a Link Building & Influencer Outreach Platform for SEO Agencies, Brands, and In-house Marketers.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn more Help

Related categories

Project Management

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PRODUCTS

CAPABILITIES

By team

Pitchbox + Trello

Create Trello cards for new tasks added to Pitchbox opportunities

Campaign Archived

Campaign Deleted

New Matched Email

Opportunity Tagged

Task Created

Task Completed

User Created

Create Opportunity

Campaign IDRequired

Create Task

Project IDRequired

NameRequired

DescriptionRequired

Opportunity ID

Campaign ID

Assigned To User ID

Due Date

Automatically mark as complete when opportunity receives an email reply

Automatically mark as complete when opportunity milestone is changed

Change Opportunity Milestone

Opportunity IDRequired

New MilestoneRequired

Get Campaign Info

Campaign ID

Project ID

Name

Get Email Account Info

Email Account ID

Email AddressRequired

Get Opportunity Info

Opportunity IDRequired

Get Project Info

Project ID

Name

Get User Info

User ID

Email Address

New Card

Board

List

Filter

New Comment in Card

Board

List

Card

Card Moved to List

BoardRequired

ListRequired

Card

Card Updated

BoardRequired

CardRequired

New Label

BoardRequired

New List

BoardRequired

New Notification

Create Board

Organization

NameRequired

DescriptionRequired

Permission Level

Allow Any Team Member to Join This Board?

Archive Card

Board

List

CardRequired

Add Label to Card

BoardRequired

LabelRequired

List

CardRequired

Add Members to Card

BoardRequired

Member(s)Required