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RepCard + Trello

RepCard + Trello

RepCard + Trello integrations

Create new Trello cards when statuses change in RepCard

When a status changes inside the RepCard app, this workflow helps you streamline your tasks by creating a card on Trello. It saves time by transferring RepCard updates to your project management board, making it easy to track changes and stay organized. Utilize this efficient workflow to consolidate your activities and work more productively.

  1. When this happens...
    Status Changed
    Status Changed
    Status ChangedTriggers when a status is changed for a contact.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with RepCard and Trello

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

    • Trigger when any appointment is changed to the status(s) below:
      Required
    Trigger
    Instant
    Try It
  • RepCard triggers, actions, and search
    New Contact

    Triggers when new contact is created. (Lead, Customer, Recruit, etc.).

    Trigger
    Instant
    Try It
    • Trigger when any contact is changed to the status(s) below:
    Trigger
    Instant
    Try It
    • Event
      Required
    • First Name
    • Last Name
    • Ticket Number
      Required
    • Email
    • Phone Number
    • Company Name
    • Ticket Type
      Required
    Action
    Write
  • RepCard triggers, actions, and search
    Appointment Set

    Triggers when a new Appointment is created for any contact.

    Trigger
    Instant
    Try It
    • Trigger when any user registered to the Event below
      Required
    Trigger
    Instant
    Try It
    • Stat
      Required
    • Date Time
      Required
    • Owner Type
      Required
    • Stat Owner
      Required
    • Stat UID
      Required
    • Stat Value
      Required
    Action
    Write
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About RepCard
RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.
Related categories
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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.
Related categories
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Related Zap Templates

  • Create new cards in Trello for every new contact added in RepCard

 

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