Moneypenny + Trello
Create Trello cards from newly received Moneypenny messages
Organize your workflow efficiently with this setup. When a message is received in the Moneypenny app, it automatically creates a card in Trello. This streamlined process ensures you can instantly track and manage your correspondence in a cohesive, organized manner, without the need to manually transfer information between platforms. Enhance your business productivity and communications with this time-saving automation.
Organize your workflow efficiently with this setup. When a message is received in the Moneypenny app, it automatically creates a card in Trello. This streamlined process ensures you can instantly track and manage your correspondence in a cohesive, organized manner, without the need to manually transfer information between platforms. Enhance your business productivity and communications with this time-saving automation.
- When this happens...Message Received
Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform.
You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create Card
Adds a new card on a specific board and list.
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