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Process Plan + Trello

Create new Trello boards when processes are started in ProcessPlan

Do you use ProcessPlan and Trello to manage projects? Find yourself forgetting to create a new Trello board for each process you start in ProcessPlan? With the help of this Zapier integration, you no longer have to remember to create a new Trello board! Zapier will automatically create a Trello board when a process is started in ProcessPlan.

Do you use ProcessPlan and Trello to manage projects? Find yourself forgetting to create a new Trello board for each process you start in ProcessPlan? With the help of this Zapier integration, you no longer have to remember to create a new Trello board! Zapier will automatically create a Trello board when a process is started in ProcessPlan.

  1. When this happens...
    Process PlanProcess Plan
    Process Instance Started

    Triggers when a process instance is started.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Board

    Triggers when a new board is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Process TemplateRequired

    • When This Field Is UpdatedRequired

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    Trigger
    Instant
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    • Process TemplateRequired

    • When This Task Is Canceled (No Selection = Any Tasks)

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    • When This Tasks Due Date Is Changed (No Selection = Any Tasks)

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    • When This Task Is Assigned (No Selection = Any Tasks)

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    • When This Task Is Completed (No Selection = Any Tasks)

    • When This Task Response Is Used (No Selection = Any Response)

    Trigger
    Instant
    Try It
    • Process TemplateRequired

    • Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)

    Trigger
    Instant
    Try It
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About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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Related categories

  • Product Management

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