1.Monitors new board notifications
Watches for new Trello notifications and maps payload fields like comment text, card details, board name, creator, and timestamp.
Create client task from board comment for follow-up
Automatically monitor new Trello notifications across Trello boards. Create and update when card comments post, board notifications appear, or comment timestamps triggerβso you can create CRM notes, assign follow-up tasks, and set due dates without manual triage.
How this automation routes client follow-up tasks
When new Trello notifications land without a clear owner, follow-up can stall and advice gets delayed. This automation filters qualifying comments and creates CRM notes and tasksβso your team can respond with assigned ownership in minutes.
Trelloor swap with your favorite app
2.Filters qualifying card comment notifications
Continues only when the notification represents a card comment on your configured board, then stops for system or internal creators.
Filter by Zapieror swap with your favorite app
3.Normalizes household names from board titles
Runs a script to remove known board suffixes or formatting so the household or family name can be matched consistently.
Code by Zapieror swap with your favorite app
4.Finds the household contact in Wealthbox
Searches Wealthbox for a household or contact using the normalized household name and uses the notification timestamp as context.
Wealthbox CRMor swap with your favorite app
5.Creates a CRM note from the comment
Creates a note that maps the comment text and the card link so advisors have the board context in one place.
6.Creates and assigns the follow-up task
Creates a task for the matched household, sets priority to Medium, assigns it to the configured advisor, and sets a due date three days later.
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