RealScout + Trello

Create Trello cards for new clients added in RealScout

Push your productivity forward with an efficient workflow that instantly notifies your team when you add a new client in RealScout. This integration takes new client data from RealScout and creates a detailed card in Trello, making it easier to track progress and manage tasks associated with each client. Stay aligned, save time, and focus on providing excellent service to your newly onboarded clients.

Push your productivity forward with an efficient workflow that instantly notifies your team when you add a new client in RealScout. This integration takes new client data from RealScout and creates a detailed card in Trello, making it easier to track progress and manage tasks associated with each client. Stay aligned, save time, and focus on providing excellent service to your newly onboarded clients.

  1. When this happens...
    RealScoutRealScout
    New Client Event

    Triggers when a property is viewed, saved, or hidden.

    TriggerPolling
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

    • Event TypeRequired

    Trigger
    Polling
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Primary Mobile Phone

    • Lead Source

    • Additional Email

    • Financial State

    • Cash/Pre-approval Amount

    Action
    Write
    • Board ID

    • List ID

    • Card ID

    Trigger
    Polling
    Try It
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realscout logo

About RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

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

Related categories

  • Project Management

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