Apizeal + Trello

Archive Trello cards when new contacts are created in Apizeal

This workflow springs into action as soon as a new contact is created in Apizeal. It promptly moves the relevant contact data to Trello, archiving it as a card for seamless record-keeping and easy accessibility. Efficiently manage your workflows with this quick and integrated solution.

This workflow springs into action as soon as a new contact is created in Apizeal. It promptly moves the relevant contact data to Trello, archiving it as a card for seamless record-keeping and easy accessibility. Efficiently manage your workflows with this quick and integrated solution.

  1. When this happens...
    ApizealApizeal
    Contact Created

    Triggers when a new contact is created in Apizeal

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Archive Card

    Archives a card.

    ActionWrite
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Supported triggers and actions

  • Apizeal triggers, actions, and search

    Calendar Event Created

    Triggers when a calendar event is created in Apizeal

    Trigger
    Instant
    Try It
  • Apizeal triggers, actions, and search

    Policy Created

    Triggers when a policy is created in Apizeal

    Trigger
    Instant
    Try It
    • First Name

    • Middle Name

    • Last Name

    • Second Last Name

    • Full Name

    • Email Address

    • Phone Number

    • Gender

    • Date of Birth

    • Annual Income

    • Address Line #1

    • Address Line #2

    • City

    • State / Region

    • Zip Code

    • Notes

    • Source (Integration Name)

    Action
    Write
apizeal logo
apizeal logo

About Apizeal

Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.

Related categories

  • CRM (Customer Relationship Management)

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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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