When this happens...
SalesforceNew Case
Then do this...
TrelloCreate Card

Make a New Trello Card Each Time a Salesforce Case is Opened

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.

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It's easy to connect Salesforce + Trello and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Opportunity

Triggers when a new opportunity is created.

Add a Contact to a Campaign

Add a contact to a campaign.

Card Updated

Triggers when a Card is updated in Trello.

Create Contact

Create a new contact.

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Salesforce is a leading enterprise customer relationship manager (CRM) application.

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.