PlanOK GCI + Trello
Create Trello cards for new businesses in PlanOK
With this Zapier template, whenever there is a new business in PlanOK, a Trello card will be created automatically. This makes it easy to manage tasks related to new businesses.
With this Zapier template, whenever there is a new business in PlanOK, a Trello card will be created automatically. This makes it easy to manage tasks related to new businesses.
- When this happens...
New BusinessTriggers when a new business is detected in GCI.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CardAdds a new card on a specific board and list.
ActionWriteCreate a new record or update an existing record in your app.
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New Business
Triggers when a new business is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact A
Triggers when a new contact is detected to the centralizer.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact C
Triggers when a new contact with name, project and mobile phone is detected to the centralizer.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Current Account Reservation
Triggers when a new current account reservation is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFecha Inicio
Fecha Fin
ID del negocio
ID de la promesa
ID de la reserva
ID del cliente
ID del proyecto
ID del pago
ID de la cuota
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFecha Inicio
Fecha Fin
ID del negocio
ID de la promesa
ID de la reserva
ID del cliente
ID del proyecto
ID del pago
ID de la cuota
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Promise
Triggers when a new promise is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Quote
Triggers when a new quote is detected in GCI
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Reservation
Triggers when a new reservation is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Reservation With Medium
Triggers when a new reservation is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient IDRequired
Project IDRequired
Medium IDRequired
Contact Type IDRequired
Expectation IDRequired
Commentary
Re-contact DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id PromesaRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdentificadorRequired
Rut sin guion ni digito verificadorRequired
Tipo Cliente
Ingresar ID del proyecto
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Member IDRequired
Membership TypeRequired
Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label IDRequired
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Member ID(s)Required
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List IDRequired
NameRequired
Description
Label ID
Custom Labels
Card Position
Member ID(s)
Start Date
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
Cover Info
Card Color
Brightness
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card ID
Checklist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card ID
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card IDRequired
Checklist IDRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List Name
Keyword
Member
Label
Due Date Filter
Has Filter
Only Starred Boards
Open Cards Only
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard IDRequired
List ID
Card IDRequired
SearchRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Canceled Promises
Triggers when a new canceled promise is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact B
Triggers when a new contact with email is detected to the centralizer.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Current Account
Triggers when a new current account is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFecha Inicio
Fecha Fin
ID del negocio
ID de la promesa
ID de la reserva
ID del cliente
ID del proyecto
ID del pago
ID de la cuota
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Promise (Deprecated)
Triggers when a new promise is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new proyect is added in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Resciliation
Triggers when a new resciliation is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Reservation Canceled
Triggers when a new reservation canceled is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Writing
Triggers when a new writing is detected in GCI.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planID CentralizadorRequired
Fecha Real ContactoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id CotizacionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivityRequired
Board ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Board ID
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
From List ID
Card IDRequired
To Board ID
To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Card Name
Card Description
Overwrite Description
Card Start Date
Card Due Date
Due Complete
Card Position
Card Closed
Cover Info
Card Color
Brightness
Attachment ID
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
NameRequired
Organization ID
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrello Query StringRequired
Organization ID
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization IDRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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