Custify + Trello

Create Trello cards for for companies that enter segments in Custify

Want to add Trello cards if a company in Custify enters a certain segment, for example "low usage"? Enable this automation, enrich your new Trello card with all needed company attributes like name, website, signup date, plan, MRR and much more, and use them in your project management processes within Trello.

Want to add Trello cards if a company in Custify enters a certain segment, for example "low usage"? Enable this automation, enrich your new Trello card with all needed company attributes like name, website, signup date, plan, MRR and much more, and use them in your project management processes within Trello.

  1. When this happens...
    CustifyCustify
    Company Enters Segment

    Triggers when a company enters the defined segment.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

    • SegmentRequired

    Trigger
    Instant
    Try It
    • SegmentRequired

    Trigger
    Instant
    Try It
    • PlaybookRequired

    Trigger
    Instant
    Try It
    • User ID

    • Email

    • CSAT scoreRequired

    • Comment

    • Submitted At

    Action
    Write
custify logo
custify logo

About Custify

Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.

Related categories

  • Customer Appreciation
trello logo
trello logo

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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