Custify + Trello

Create Trello cards when companies enter segments in Custify

Creates a Trello Card with the following title: "Company %name entered Segment %segmentName" in Trello. You could use this if your Customer Success Team is working with Trello and wants to have actions based on Segments in Trello.

Creates a Trello Card with the following title: "Company %name entered Segment %segmentName" in Trello. You could use this if your Customer Success Team is working with Trello and wants to have actions based on Segments in 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
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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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