Capsule CRM + Trello

Create cards in Trello for new or updated tasks in Capsule CRM

This workflow springs into action each time there's a new or updated task in your Capsule CRM. It promptly creates a card in Trello, ensuring all tasks are clearly reflected, ensuring you never miss a new task or update. It's a seamless bridge between Capsule CRM and Trello that keeps your tasks organized and accessible.

This workflow springs into action each time there's a new or updated task in your Capsule CRM. It promptly creates a card in Trello, ensuring all tasks are clearly reflected, ensuring you never miss a new task or update. It's a seamless bridge between Capsule CRM and Trello that keeps your tasks organized and accessible.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Task

    Triggers when a given action is performed on a Task.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Update Card

    Update a card's name, description, due date, or position in list.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

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  • 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

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  • Project Management

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