Trello
When this happens...
TrelloNew Activity (Legacy)
Then do this...
Infusionsoft by KeapTag Existing Contact

If your project decisions affect your customers and contacts, keeping them linked directly is the best way to avoid delays and confusion. This Zap, once active, will trigger whenever specific activity happens on Trello, automatically tagging an Infusionsoft contact when it does so you can always identify them as needed.

Note: Customize this Zap to fit your specific workflow: You can watch all your boards, or even just a specific list, and use Filters to make sure only specific mentions of your keywords trigger the automation.

How this Trello-Infusionsoft integration works

  1. New activity happens on Trello
  2. Zapier automation tags a new contact on Infusionsoft

Apps involved

  • Trello
  • Infusionsoft

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
Card Updated

Triggers when a Card is updated in Trello.

Create List

Adds a new list on a specific board.

New Notification

Triggers when you get a new notification in Trello.

Create Board

Creates a new board.

New Card

Triggers when a new card is added.

Create Card

Adds a new card on a specific board and list.

New Activity

Triggers when there is activity in Trello.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Tag Existing Contact

Applies a tag to an existing contact.

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