Trello + Really Simple Systems CRM Integrations

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Supported triggers and actions

What does this mean?

New Board
Triggers when a new board is added.
Trigger
Scheduled
Try It
- Board
  If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
- List
  Further filter activity by list. Requires a board to be selected.
- Card
Trigger
Scheduled
Try It
- ActivityRequired
  Only trigger for this type of activity/action.
Trigger
Instant
Try It
- Board
  Choosing a board will trigger only for cards due on that board.
- Time Before
  How far before the due time do you want us to trigger? Note: The Trello API requires ~60 seconds for updates on cards to appear.
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- BoardRequired
  Only trigger for new checklists in this board.
Trigger
Scheduled
Try It

- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It

- BoardRequired
  Pick a board that contains the card with the checklist you want to add an item to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card with the checklist you want to add an item to.
- ChecklistRequired
  Pick the checklist you want to add an item to.
- Checklist Item NameRequired
- Checklist Item Position
  You can choose a specific number if you want.
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
  Trello uses Markdown formatting syntax.
- Label
  Pick a color label to apply to the card.
- Custom Labels
  Type names for custom labels (non-existing will be created).
- Card Position
  You can choose a specific number if you want.
- Member
  Requires a board to be selected.
- Due Date
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
- Checklist Name
  Leave this blank if you don't want to add a checklist.
- Checklist Items
Action
Write
- Board
  Pick a board that contains the card you want to add an attachment to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the attachment to.
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to move.
- From List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to move.
- To Board
  Pick the board that has the list you would like the card to move to. Defaults to the board the card is currently in.
- To ListRequired
  Pick the list to move the card to.
Action
Write
- Board
  Pick a board that contains the card you want to update. A board must be selected if you want custom fields to be shown as options below.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to update.
- Card Name
  Leave this blank if you do not want to update the name.
- Card Description
  Leave this blank if you do not want to update the description. Trello uses Markdown formatting syntax.
- Card Due Date
  Leave this blank if you do not want to update the due date.
- Due Complete
- Card Position
  Leave this blank if you do not want to update the position. Pick the position of the card in the list (can be top, bottom, or a positive number)
Action
Write
- BoardRequired
  Choose a board to close.
Action
Write
- BoardRequired
  Pick a board that contains the card with the checklist item you want to complete.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card with the checklist item you want to complete.
- ChecklistRequired
  Pick the checklist which has the item you want to complete.
- Checklist ItemRequired
  Pick the checklist item you want to complete.
Action
Write
- Board
  Pick a board that contains the card with the checklist you want to add an item to.
- List
  Filter cards below by list. Requires a board to be selected.
- Card
  Pick the card with the checklist you want to add an item to.
- ChecklistRequired
  Pick the checklist you want to add an item to.
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
  Pick a board that contains checklist you're looking for.
- List
  Filter cards below by list. Requires a board to be selected.
- Card
  Pick the card that contains the checklist you're looking for.
- SearchRequired
  Search by matching Checklist Name.
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Search or write
- Type
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Type
- Owner
Trigger
Instant
Try It
- AccountRequired
- Activity DateRequired
- Activity TypeRequired
- Description
Action
Write
- Opportunity Name
- AccountRequired
- StatusRequired
- ProbabilityRequired
Action
Write
- Dropdown nameRequired
- ItemsRequired
  If an item already exists, an exception will be thrown
Action
Write
- Email addressRequired
Action
Search
- EmailRequired
- AccountRequired
- Salutation
- First
- Middle
- Last
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Search or write

- Board
  Choosing a board will trigger on all new cards on that board.
- List
  Requires a board to be selected.
- Filter
Trigger
Scheduled
Try It
- Board
  If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
- List
  Further filter activity by list. Requires a board to be selected.
- Card
Trigger
Scheduled
Try It
- BoardRequired
- ListRequired
  List where the card was moved to.
- Card
Trigger
Instant
Try It
- BoardRequired
- CardRequired
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
Try It
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Write
- Board
  Pick a board that contains the card you want to archive.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to archive.
Action
Write
- BoardRequired
  Pick a board that contains the label you want to add.
- LabelRequired
  Requires a board to be selected.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the label to.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to add members to.
- Member(s)Required
  Requires a board to be selected.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add members to.
Action
Write
- Board
  Pick a board that contains the card you want to add the checklist to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the checklist to.
- Checklist NameRequired
- Checklist to Copy
  Requires a board to be picked.
- Checklist Items
  If you're copying a checklist, these will be added after its items.
- Checklist Position
  You can choose a specific number if you want.
Action
Write
- Board
  Filter cards below by board.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
  Choose a board to copy.
- NameRequired
  Enter the name of your new board.
- Organization
  Add the board to an organization (it'll be in your Personal Boards if left blank).
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Write
- BoardRequired
  Pick a board to add the label to.
- Label NameRequired
- Color
  Pick a color for the label.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to remove the label from.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to remove the label from.
- LabelRequired
  Requires a board to be selected.
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
  Pick a board that contains checklist you're looking for.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card that contains the checklist you're looking for.
- ChecklistRequired
  Pick the checklist that contains the checklist item you're looking for.
- SearchRequired
  Search by matching Checklist Item Name.
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
  Pick a board to add the label to.
- Label NameRequired
- Color
  Pick a color for the label.
Action
Search or write
- BoardRequired
  Pick a board that contains the card you want to add the checklist to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the checklist to.
- SearchRequired
  Search by matching Checklist Name.
- Checklist NameRequired
- Checklist to Copy
  Requires a board to be picked.
- Checklist Items
  If you're copying a checklist, these will be added after its items.
- Checklist Position
  You can choose a specific number if you want.
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
  Trello uses Markdown formatting syntax.
- Label
  Pick a color label to apply to the card.
- Custom Labels
  Type names for custom labels (non-existing will be created).
- Card Position
  You can choose a specific number if you want.
- Member
  Requires a board to be selected.
- Due Date
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
- Checklist Name
  Leave this blank if you don't want to add a checklist.
- Checklist Items
Action
Search or write
- Type
Trigger
Instant
Try It
- Probability
- Status
Trigger
Instant
Try It
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Write
- AccountRequired
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Write
- AccountRequired
- Task DateRequired
- All Day Event
- PriorityRequired
- Task StatusRequired
- Task TypeRequired
- Owner
- Description
Action
Write
- Account FieldRequired
  The account field to match exactly.
- Account name or IdRequired
  The name or Id of the account to find
Action
Search
- Account FieldRequired
  The account field to match exactly.
- Account name or IdRequired
  The name or Id of the account to find
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Search or write

How to connect Trello + Really Simple Systems CRM

Step 1: Authenticate Trello and Really Simple Systems CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Trello + Really Simple Systems CRM

Trello Tutorials

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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About Really Simple Systems CRM

Really Simple Systems CRM provides everything that a small business needs to automate their sales, marketing and customer services.

Related categories

CRM (Customer Relationship Management)

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Trello + Really Simple Systems CRM Integrations

Connect your apps and automate workflows

New Board

Card Archived

Board

List

Card

New Activity

ActivityRequired

Card Due

Board

Time Before

Time Before (Unit)

Status

Only cards where you're a member?

New Checklist

BoardRequired

New Label Added to Card

BoardRequired

Label

New Member on Board

BoardRequired

Create Checklist Item in Card

BoardRequired

List

CardRequired

ChecklistRequired

Checklist Item NameRequired

Checklist Item Position

Create Card

BoardRequired

ListRequired

NameRequired

Description

Label

Custom Labels

Card Position

Member

Due Date

File Attachments

URL Attachments

Checklist Name

Checklist Items

Add Attachment to Card

Board

List

CardRequired

File Attachments

URL Attachments

Move Card to List

BoardRequired

From List

CardRequired

To Board

To ListRequired

Update Card

Board

List

CardRequired

Card Name

Card Description

Card Due Date

Due Complete

Card Position

Close Board

BoardRequired

Complete Checklist Item in Card

BoardRequired

List

CardRequired

ChecklistRequired

Checklist ItemRequired

Delete Checklist in Card

Board

List

Card

ChecklistRequired

Create List

BoardRequired

NameRequired