Simple Mobile CRM + Trello

Create cards in Trello for new email notes in Simple Mobile CRM

Set up this Zap to prep your workflows directly from your CRM. When you create a note in Simple Mobile CRM, a card will automatically be created in Trello.

Set up this Zap to prep your workflows directly from your CRM. When you create a note in Simple Mobile CRM, a card will automatically be created in Trello.

  1. When this happens...
    Simple Mobile CRMSimple Mobile CRM
    New Email Note

    Triggers when a new email note is created.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

    • Board

    • List

    • Card

    Trigger
    Polling
    Try It
    • ActivityRequired

    • Board

    • List

    • Card

    Trigger
    Instant
    Try It
    • Info

    • Board

    • Time Before

    • Time Before (Unit)

    • Status

    • Only cards where you're a member?

    Trigger
    Polling
    Try It
simple-mobile-crm logo
simple-mobile-crm logo

About Simple Mobile CRM

Simple Mobile CRM is a tool for Gmail notes in browsers and mobile devices. It is ideal for personal use and small team collaborations.

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

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

Related categories

  • Project Management

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