Create Trello cards from new Salesforce cases
Save time and keep up with your cases in the productivity app you love with this Salesforce to Trello Zap. In just a few minutes, you can setup this Zap to automatically make a new Trello card in the board and list of your choice each time a new Salesforce case is opened.
How it Works
Choose your Trello board and list, along with your Salesforce account, and pick the Salesforce case info you want to add to your Trello cards. Then, whenever a new Salesforce case is opened, it’ll automatically be copied into a new Trello card with all the info you need.
You’ll then be able to keep up with your cases in the project management workflow they’re already used to.
Extras
If you want, you can also choose to only send some specific Salesforce cases to Trello using trigger filters. This would let you, for example, save all bug report cases to one Trello board, and then you could use another Zap to save all feature request cases to another board.
To set these up, click “edit” on your Zap in your Dashboard once your Zap is enabled.
- When this happens...New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create CardAdds a new card on a specific board and list.
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More things you can do with Salesforce and Trello
Discover other triggers and actions you can use with Salesforce and Trello
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling







