Update Trello cards when new Salesforce records are created
Keep your Trello cards up-to-date with new Salesforce records by using this efficient workflow. Whenever a new record is created in Salesforce, this automation will update a specified Trello card with the relevant information. Maintain accurate project details and stay organized without having to manually input data across platforms.
Keep your Trello cards up-to-date with new Salesforce records by using this efficient workflow. Whenever a new record is created in Salesforce, this automation will update a specified Trello card with the relevant information. Maintain accurate project details and stay organized without having to manually input data across platforms.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Update Card
Update a card's name, description, due date, or position in list.
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