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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 Created

    Triggers when a new homebuyer is added.

    TriggerScheduled
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Email Event TypeRequired

    Trigger
    Scheduled
    Try It
  • RealScout triggers, actions, and search

    New Client Created

    Triggers when a new homebuyer is added.

    Trigger
    Scheduled
    Try It
    • Event TypeRequired

    Trigger
    Scheduled
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Primary Mobile Phone

    • Lead Source

    • Additional Email

    • Financial State

    • Cash/Pre-approval Amount

    Action
    Write
    • Board

    • List

    • Card

    Trigger
    Scheduled
    Try It
realscout logo
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 moreHelp

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.

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