Pitchbox + Trello

Pitchbox + Trello integrations

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 CreatedTriggers when a task is created.
TriggerInstant
automatically do this!
Create CardAdds a new card on a specific board and list.
ActionWrite

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More things you can do with Pitchbox and Trello

Discover other triggers and actions you can use with Pitchbox and Trello

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
Try It
Opportunity Tagged
Triggers when a tag is added to an opportunity.
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It

Task Completed
Triggers when a task is marked as complete.
Trigger
Instant
Try It
User Created
Triggers when a user is created.
Trigger
Instant
Try It

- Url
  Required
- Campaign ID
  Required
Action
Write
- Project ID
  Required
- Name
  Required
- Description
  Required
- 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 ID
  Required
- New Milestone
  Required
Action
Write
- Campaign ID
- Project ID
- Name
Action
Search
- Email Account ID
- Email Address
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Project ID
- Name
Action
Search
- User ID
- Email Address
Action
Search
- Board ID
- List ID
- Filter
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Board ID
- Card ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board ID
  Required
- Member ID
  Required
- Membership Type
  Required
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Label ID
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Member ID(s)
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- List ID
  Required
- Name
  Required
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
  Required
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
- Checklist ID
  Required
Action
Write
- Board
  Required
- Name
  Required
Action
Write
- Action ID
  Required
Action
Search
- Board ID
  Required
- Label Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
- Search
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Search
  Required
Action
Search
- Label ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Organization ID
  Required
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
Action
Search
- Board ID
  Required
- Label Name
  Required
- Color
Action
Search or write
- Board ID
  Required
- List ID
- Card ID
  Required
- Search
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or write

Campaign Created
Triggers when a campaign is created.
Trigger
Instant
Try It
Custom Field Updated
Triggers when a custom field is updated.
Trigger
Instant
Try It
Milestone Change
Triggers when an opportunity milestone is changed.
Trigger
Instant
Try It
Opportunity Untagged
Triggers when a tag is removed from an opportunity.
Trigger
Instant
Try It
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 ID
  Required
- Completed By User ID
  Required
Action
Write
- Opportunity ID
  Required
- Note content
  Required
Action
Write
- Opportunity ID
  Required
- Custom Field Token
  Required
- New Value
  Required
Action
Write
- Task ID
  Required
- 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 ID
  Required
Action
Search
- Project ID
  Required
- Opportunity ID
- Campaign ID
- Milestone
- Domain Name
- Name
- Url
- Workflow status
- Is outreach in progress
Action
Search
- Opportunity ID
  Required
- Show Completed (T/F)
- Assigned To User ID
Action
Search
- Task ID
  Required
Action
Search
New Board
Triggers when a new board is added.
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Activity
  Required
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
- Label ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item Name
  Required
- Checklist Item Position
Action
Write
- Organization ID
- Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card ID
  Required
- File Attachments
- URL Attachments
Action
Write
- Board ID
  Required
- From List ID
- Card ID
  Required
- To Board ID
- To List ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Comment Text
  Required
Action
Write
- Board ID
  Required
- Name
  Required
- Organization ID
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
  Required
- Label Name
  Required
- Color
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Label ID
  Required
Action
Write
- Board ID
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Checklist ID
  Required
Action
Search
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Search
- List ID
  Required
Action
Search
- Organization ID
  Required
- Board Name
  Required
Action
Search
- Trello Query String
  Required
- Organization ID
- Cards Limit
Action
Search
- Organization ID
  Required
- Member_name
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search or write
- Organization ID
  Required
- Board Name
  Required
- Description
  Required
- 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.

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About Trello

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

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