ActiveCampaign + Trello
Add notes to ActiveCampaign deals when new Trello boards are created
Keep your tasks organized and your sales process in motion with this workflow. Whenever a new board is added in Trello, a corresponding note is instantly created for a deal in ActiveCampaign. This seamless data exchange saves you from duplicating efforts, allowing you to concentrate on scoring deals and driving your business forward.
Keep your tasks organized and your sales process in motion with this workflow. Whenever a new board is added in Trello, a corresponding note is instantly created for a deal in ActiveCampaign. This seamless data exchange saves you from duplicating efforts, allowing you to concentrate on scoring deals and driving your business forward.
- When this happens...
New BoardTriggers when a new board is added.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Note to DealAdds a note to a deal.
ActionWriteCreate a new record or update an existing record in your app.
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New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivityRequired
Board
List
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Board
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoardRequired
List
CardRequired
ChecklistRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
From List
CardRequired
To Board
To ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
Organization
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrello Query StringRequired
Organization
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
Email Address
First Name
Last Name
Full Name
Phone Number
Tags
Organization Name
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
ListRequired
Campaign NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
List IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Contact IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
Currency
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Event Account IDRequired
Event NameRequired
Event Value
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoardRequired
MemberRequired
Membership TypeRequired
Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
LabelRequired
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Member(s)Required
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Labels
Custom Labels
Card Position
Member
Start Date
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
Cover Info
Card Color
Brightness
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
ChecklistRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
Card
ChecklistRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
Card
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
CardRequired
ChecklistRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List Name
Keyword
Member
Label
Due Date Filter
Has Filter
Only Starred Boards
Open Cards Only
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
List
CardRequired
SearchRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustom ObjectRequired
Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
Skip Unsubscribe Events
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
NameRequired
Update OnlyRequired
Account Owner
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Automation RunRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Account IDRequired
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Email
ActionRequired
Existing Tags
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Record ID
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account ID
Contact ID
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Deal IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
List IDRequired
Contact ID
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email Address
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ActiveCampaign
Related categories
About Trello
Related categories
Related Zap Templates
- Create Trello cards for new ActiveCampaign contacts added to a list
- Create Trello cards for new or updated contacts in ActiveCampaign
- Generate Trello cards from new updated ActiveCampaign contacts
- Move Trello cards to a list to add ActiveCampaign contacts to automation
- Create Trello cards from new ActiveCampaign automation webhooks
- Create or update ActiveCampaign contacts from new Trello activities
- Create Trello boards for new ActiveCampaign automation webhooks
- Create Trello comments for new or updated ActiveCampaign contacts
- Add new ActiveCampaign contacts to list and update Trello cards
- Move Trello cards to list for new or updated ActiveCampaign contacts
- Update ActiveCampaign contacts with tags based on new Trello activities
- Manage Trello activities by subscribing or unsubscribing ActiveCampaign contacts from lists
- Create Trello cards from new ActiveCampaign deal tasks
- Create Trello cards for updated ActiveCampaign deals
- Add new ActiveCampaign contacts to Trello card as members
- Create Trello cards for new ActiveCampaign campaign link clicks
- Manage ActiveCampaign contact tags by creating corresponding lists in Trello
- Manage new Trello labels by subscribing or unsubscribing contacts from a list in ActiveCampaign
- Create new Trello cards when deal tasks are completed in ActiveCampaign
- Create checklist on Trello cards when tags are added or removed from ActiveCampaign contacts
- Create deals in ActiveCampaign for new cards in Trello
- Create cards in Trello for new or updated contacts in ActiveCampaign
- Create Trello cards from new ActiveCampaign contacts added to list
- Create Trello cards when ActiveCampaign deal tasks get completed
- Create or update ActiveCampaign contacts from new Trello activities
- Create Trello cards from new ActiveCampaign contact tasks
- Manage new Trello labels by adding or removing tags from ActiveCampaign contacts
- Create cards in Trello for new contacts in ActiveCampaign
- Add contact notes in ActiveCampaign when new due cards are created in Trello
- Create checklist items in Trello card for new ActiveCampaign automation webhooks
- Create or update ActiveCampaign contacts from new Trello cards
- Manage tag changes to ActiveCampaign contacts by creating cards in Trello
- Create or update ActiveCampaign contacts when cards are moved to a new list in Trello
- Manage tags of contacts in ActiveCampaign by copying boards in Trello
- "manage tags for contacts in ActiveCampaign when cards are moved to a list in Trello"
- Manage ActiveCampaign contacts' tags by moving corresponding Trello cards to a new list
- Create new Trello cards from new ActiveCampaign contacts
Related Zap Templates
- Create Trello cards for new ActiveCampaign contacts added to a list
- Move Trello cards to a list to add ActiveCampaign contacts to automation
- Create Trello boards for new ActiveCampaign automation webhooks
- Move Trello cards to list for new or updated ActiveCampaign contacts
- Create Trello cards from new ActiveCampaign deal tasks
- Create Trello cards for new ActiveCampaign campaign link clicks
- Create new Trello cards when deal tasks are completed in ActiveCampaign
- Create cards in Trello for new or updated contacts in ActiveCampaign
- Create or update ActiveCampaign contacts from new Trello activities
- Create cards in Trello for new contacts in ActiveCampaign
- Create or update ActiveCampaign contacts from new Trello cards
- Manage tags of contacts in ActiveCampaign by copying boards in Trello
- Create new Trello cards from new ActiveCampaign contacts
- Create Trello cards for new or updated contacts in ActiveCampaign
- Create Trello cards from new ActiveCampaign automation webhooks
- Create Trello comments for new or updated ActiveCampaign contacts
- Update ActiveCampaign contacts with tags based on new Trello activities
- Create Trello cards for updated ActiveCampaign deals
- Manage ActiveCampaign contact tags by creating corresponding lists in Trello
- Create checklist on Trello cards when tags are added or removed from ActiveCampaign contacts
- Create Trello cards from new ActiveCampaign contacts added to list
- Create Trello cards from new ActiveCampaign contact tasks
- Add contact notes in ActiveCampaign when new due cards are created in Trello
- Manage tag changes to ActiveCampaign contacts by creating cards in Trello
- "manage tags for contacts in ActiveCampaign when cards are moved to a list in Trello"
- Generate Trello cards from new updated ActiveCampaign contacts
- Create or update ActiveCampaign contacts from new Trello activities
- Add new ActiveCampaign contacts to list and update Trello cards
- Manage Trello activities by subscribing or unsubscribing ActiveCampaign contacts from lists
- Add new ActiveCampaign contacts to Trello card as members
- Manage new Trello labels by subscribing or unsubscribing contacts from a list in ActiveCampaign
- Create deals in ActiveCampaign for new cards in Trello
- Create Trello cards when ActiveCampaign deal tasks get completed
- Manage new Trello labels by adding or removing tags from ActiveCampaign contacts
- Create checklist items in Trello card for new ActiveCampaign automation webhooks
- Create or update ActiveCampaign contacts when cards are moved to a new list in Trello
- Manage ActiveCampaign contacts' tags by moving corresponding Trello cards to a new list