ClientRock + Trello

Create Trello cards when new ClientRock meetings are booked

This automation will create a Trello card when a new ClientRock meeting is booked. You can add tasks to be completed and assign team members too.

This automation will create a Trello card when a new ClientRock meeting is booked. You can add tasks to be completed and assign team members too.

  1. When this happens...
    ClientRockClientRock
    New Meeting

    Triggers when a new meeting is created.

    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

    • TeamRequired

    • Engagement TemplateRequired

    • Contact NameRequired

    • Contact EmailRequired

    • Contact Phone

    Action
    Write
    • Board ID

    • List ID

    • Card ID

    Trigger
    Polling
    Try It
    • ActivityRequired

    • Board ID

    • List ID

    • Card ID

    Trigger
    Instant
    Try It
clientrock logo
clientrock logo

About ClientRock

ClientRock is an online booking tool made for attorneys to book consultations and get paid all in one step.

Related categories

  • Scheduling & Booking
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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