Insightly + Trello
Update Trello cards when Insightly records fields are modified
Stay on top of your project management by connecting Insightly with Trello. With this workflow, whenever a field is updated on any record in Insightly, a new card will be instantly created in Trello. This way, all updates get translated into actionable steps in Trello, helping you keep track of changes, stay organized, and efficiently manage your tasks.
Stay on top of your project management by connecting Insightly with Trello. With this workflow, whenever a field is updated on any record in Insightly, a new card will be instantly created in Trello. This way, all updates get translated into actionable steps in Trello, helping you keep track of changes, stay organized, and efficiently manage your tasks.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Update Card
Update a card's name, description, due date, or position in list.
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