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Choose a Trigger

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Start with a template that brings Trello and WorkflowMax together. Build enterprise-grade automation in minutes.

Our most popular template

Create Trello cards from newly created jobs in WorkflowMax for organized tracking
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WorkflowMax + Trello

Create Trello cards from newly created jobs in WorkflowMax for organized tracking

Details

Try it

WorkflowMax + Trello

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Trello with WorkflowMax - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Board" from Trello.

Add your action

An action happens after the trigger—such as "Create Client" in WorkflowMax.

You’re connected!

Zapier seamlessly connects Trello and WorkflowMax, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Board
Triggers when a new board is added.
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Activity
  Required
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It

- Board ID
  Required
- Label ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It

- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item Name
  Required
- Checklist Item Position
Action
Write
- Organization ID
  Required
- Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card ID
  Required
- File Attachments
- URL Attachments
Action
Write
- Board ID
  Required
- From List ID
- Card ID
  Required
- To Board ID
- To List ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Comment Text
  Required
Action
Write
- Organization ID
  Required
- Board ID
  Required
- Name
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
  Required
- Label Name
  Required
- Color
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Label ID
  Required
Action
Write
- Board ID
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Checklist ID
  Required
Action
Search
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Search
- List ID
  Required
Action
Search
- Organization ID
  Required
- Board Name
  Required
Action
Search
- Trello Query String
  Required
- Organization ID
- Cards Limit
Action
Search
- Organization ID
  Required
- Member_name
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search or write
- Organization ID
  Required
- Board Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write
- Job Reference
Trigger
Polling
Try It
- Job Reference
- Include Additional Data
Trigger
Polling
Try It
Job Updated
Triggers when a job is updated.
Trigger
Polling
Try It
New Client Created
Triggers when a new client is created.
Trigger
Polling
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New Custom Field Created
Triggers when a new custom field is added.
Trigger
Polling
Try It
- Include Additional Data
Trigger
Polling
Try It
- Include Additional Data
Trigger
Polling
Try It
New Purchase Order Created
Triggers when a new purchase order is created.
Trigger
Polling
Try It
- Include Additional Data
Trigger
Polling
Try It
New Timesheet Created
Triggers when a new timesheet is created.
Trigger
Polling
Try It
New Quote Accepted
Triggers when a quote is accepted.
Trigger
Polling
Try It
- Job Reference
- Include Additional Data
Trigger
Polling
Try It
- Cost Name
  Required
- Unit Cost
  Required
- Unit Price
  Required
- Cost Type
  Required
- Billable
  Required
- Supplier Reference
- Cost Code
- Cost Note
- Sales Tax Reference 1
- Sales Tax Reference 2
- Purchase Tax Reference 1
- Purchase Tax Reference 2
- Income Account Reference
- Cost of Sale Account Reference
Action
Write
- Job Reference
  Required
- Date
  Required
- Cost Reference
- Cost Name
- Unit Cost
- Unit Price
- Quantity
  Required
- Actual
  Required
- Phase Reference
- Supplier Reference
- Cost Code
- Type
- Billable
- Note
Action
Write
- Client Reference
  Required
- Contact Reference
- Name
  Required
- Estimated Value
  Required
- Lead Template Reference
- Lead Date
  Required
- Details
- Lead Category Reference
- Lead Owner Reference
- Estimated Job Start Date
- Estimated Duration (weeks)
Action
Write
- Task Name
  Required
- Base Rate
  Required
- Billable Rate
  Required
- Description
- Tax Reference 1
- Tax Reference 2
- Export Code
- Income Account Reference
Action
Write
- Account Code
  Required
Action
Search
- Name
  Required
Action
Search
- Job Task Reference
  Required
- Job Reference
- Include Additional Data
Action
Search
- Tax Name
  Required
Action
Search
- Job Reference
  Required
- Job Data to Include
Action
Search

- Board ID
- List ID
- Filter
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Board ID
- Card ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board ID
  Required
- Member ID
  Required
- Membership Type
  Required
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Label ID
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Member ID(s)
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- List ID
  Required
- Name
  Required
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
  Required
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
- Checklist ID
  Required
Action
Write
- Board
  Required
- Name
  Required
Action
Write
- Action ID
  Required
Action
Search
- Board ID
  Required
- Label Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
- Search
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Search
  Required
Action
Search
- Label ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Organization ID
  Required
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
- Return Limited Fields
Action
Search
- Board ID
  Required
- Label Name
  Required
- Color
Action
Search or write
- Board ID
  Required
- List ID
- Card ID
  Required
- Search
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or write
Job Category Created
Triggers when a job category is created in job settings.
Trigger
Polling
Try It
- Job Reference
Trigger
Polling
Try It
- Job Reference
Trigger
Polling
Try It
- Job Reference
  Required
Trigger
Polling
Try It
New Cost Created
Triggers when a new cost is created in organisation settings.
Trigger
Polling
Try It
- Status
- Includes
Trigger
Polling
Try It
New Job Status
Triggers when a new job status is created in organisation settings.
Trigger
Polling
Try It
New PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Trigger
Polling
Try It
New Quote Issued
Triggers when a quote is issued.
Trigger
Polling
Try It
New Task Created
Triggers when a new task is created in organisation settings.
Trigger
Polling
Try It
New PO Bill Created
Triggers when a new purchase order bill is created.
Trigger
Polling
Try It
- Quote Status
  Required
Trigger
Polling
Try It
- Name
  Required
- First Name
- Last Name
- Other Name
- Client Manager Reference
- Job Manager Reference
- Business Structure Reference
- Client Type Reference
- Favorite
- Email
- Phone
- Fax
- Website
- Referral Source
- Type
- Default
- Address
- City
- State
- Postal Code
- Country
- TFN
- ABN/WPN
- Branch/CAC/ICA #
- ACN
- Vat Number
- Company Number
- Ird Number
- NZBN
- Tax Number
- Year End Date
- Balance Date
- Zero Rated Tax Reference
- Billing Client Reference
- Task Reference
- Billable Rate
- Markup
- Custom Payment Day
- Custom Payment Term
- Client Group Reference
- Contact Reference
- Position
- Primary
- Included In Email
- Related Client Reference
- Type
- Start Date
- End Date
- Number of Shares
- Percentage
Action
Write
- Client Reference
  Required
- Job Name
  Required
- Job Status
  Required
- Start Date
  Required
- Due Date
  Required
- Priority
  Required
- Job Number
- Contact Reference
- Job Manager
- Client Manager
- Job Category
- Budget
- Description
- Exclude from Estimated Billings
- Staff Assigned
- Job Template
Action
Write
- Job Reference
  Required
- Task Reference
  Required
- Estimated Minutes
- Phase Reference
- Task Label
- Description
- Billable
- Start Date
- End Date
- Staff Reference
- Allocated Time
Action
Write
- Job Reference
  Required
- Supplier Reference
  Required
- Status
  Required
- Description
- Delivery Address
- Job Cost Identifier
- Cost Identifier
- Cost Name
- Type
- Note
- Quantity
- Unit Cost
- Cost Code
- Tax1 Identifier
- Tax2 Identifier
Action
Write
- Job Reference
  Required
- Job Task Reference
  Required
- Staff Reference
  Required
- Date
  Required
- Minutes
- Start Time
- End Time
- Note
- Billable
Action
Write
- Name
  Required
Action
Search
- Job Reference
  Required
- Cost Reference
  Required
- Include Additional Data
Action
Search
- Staff Reference
  Required
Action
Search
- Client Reference
  Required
Action
Search
- Job Status Reference
  Required
Action
Search

For AI agents & developers

Use Trello and WorkflowMax with AI agents and code

Beyond Zap workflows. Call Trello and WorkflowMax actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Trello and WorkflowMax actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Checklist Item in Card
Create Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Trello and WorkflowMax actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* trello / workflowmax action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Trello and WorkflowMax to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Trello on the Zapier blog

Make work flow with AI

Level up your Trello to WorkflowMax integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Trello

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

Learn moreLearn moreHelpHelp

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About WorkflowMax

WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline their operations and increase productivity.

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Project Management

Connect Trello and WorkflowMax to power AI-driven automation

Launch your first automated workflow

Create Trello cards from newly created jobs in WorkflowMax for organized tracking

Create Trello cards from newly created jobs in WorkflowMax for organized tracking

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Trello and WorkflowMax with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Trello and WorkflowMax to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Trello on the Zapier blog

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How to create a Trello card from a saved Slack message

How to use Trello for time tracking

Make work flow with AI

Connect Trello to WorkflowMax on the world's largest no-code automation platform