Perfex CRM + Trello

Create Trello cards for new tasks in Perfex CRM

Stay on top of your tasks in a seamless way! With this workflow, every new task in Perfex CRM creates a card in Trello instantly. Turn chaos into order by keeping track of your work in both platforms without extra effort. Perfect for project managers, this setup helps you manage tasks effectively and efficiently.

Stay on top of your tasks in a seamless way! With this workflow, every new task in Perfex CRM creates a card in Trello instantly. Turn chaos into order by keeping track of your work in both platforms without extra effort. Perfect for project managers, this setup helps you manage tasks effectively and efficiently.

  1. When this happens...
    Perfex CRMPerfex CRM
    New Task

    Triggers when a new task is created.

    TriggerPolling
  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

perfex-crm logo
perfex-crm logo

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
Learn more

Related categories

  • CRM (Customer Relationship Management)
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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