PortalCX + Trello
Update portal stages in PortalCX when new cards are moved to lists in Trello
Whenever a new card is moved to a list in Trello, a portal stage will be updated in PortalCX automatically. You can easily move a customer from one list to the next to update a stage in PortalCX and communicate to customers about the update.
Whenever a new card is moved to a list in Trello, a portal stage will be updated in PortalCX automatically. You can easily move a customer from one list to the next to update a stage in PortalCX and communicate to customers about the update.
- When this happens...Card Moved to List
Triggers when a Card is moved to a List in Trello, inside the same Board.
- automatically do this!Complete a Project Stage
Completes a stage for a given project portal and sends a notification.
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About PortalCX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
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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.
