Salesflare + Trello
Create new projects in Trello from won opportunities in Salesflare
Manage your projects in Trello efficiently by creating new cards automatically when a deal is won in Salesflare. Say goodbye to manual transitions between apps!
Manage your projects in Trello efficiently by creating new cards automatically when a deal is won in Salesflare. Say goodbye to manual transitions between apps!
- When this happens...
New OpportunityTriggers when a new opportunity has arrived.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CardTriggers when a new card is added.
ActionWriteCreate a new record or update an existing record in your app.
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Owner
Assignee
Stage
Tag
Min Value
Max Value
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Update if Account Already Exists
Website
Contact Name
Contact Email
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
First Name
Last Name
Tag
Picture
Birthdate
Phone Number
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
BodyRequired
Note Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Account
Reminder Date
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Name
Website
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
Name
Account
Stage
Owner
Assignee
Value
Close Date
Tag
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
Email
Phone Number
Account
Tag
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Domain
Tag
Update if Account Already Exists
Website
Contact Name
Contact Email
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
List
CardRequired
ChecklistRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Label
Custom Labels
Card Position
Member
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
From List
CardRequired
To Board
To ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Card Name
Card Description
Card Due Date
Due Complete
Card Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
ChecklistRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
Card
ChecklistRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
Card
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
WorkflowRequired
Step NumberRequired
EventRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
End Date
Subject
Description
Notes
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
End Date
Subject
Description
Notes
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Link to Existing or New Account
Account Name
Account Website
Contact Name
Contact Email
Stage
Owner
Assignee
Value
Close Date
Tag
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkflowRequired
ContactRequired
Met Goal?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Name
Email
First Name
Last Name
Tag
Picture
Birthdate
Phone Number
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
Domain
Tag
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Account
ActionThis is an event a Zap performs.SearchFind existing data in your appStage
Pipeline Name
Stage Name
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Email
Phone Number
Account
Tag
First Name
Last Name
Tag
Picture
Birthdate
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
ListRequired
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BoardRequired
CardRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
LabelRequired
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Member(s)Required
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
Organization
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
CardRequired
ChecklistRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List
Card NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
List
CardRequired
SearchRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization
BoardRequired
ListRequired
Card NameRequired
Description
Label
Custom Labels
Card Position
Member
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.
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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.
