Create Trello cards for new RD Station opportunities
Track your new business opportunities more efficiently with this automation workflow. When a fresh opportunity arises in RD Station, a card is instantly created in your Trello system, allowing you to stay organized and manage resources effectively. This seamless integration removes the need for manual data entry, thereby saving valuable time and improving workflow productivity.
Track your new business opportunities more efficiently with this automation workflow. When a fresh opportunity arises in RD Station, a card is instantly created in your Trello system, allowing you to stay organized and manage resources effectively. This seamless integration removes the need for manual data entry, thereby saving valuable time and improving workflow productivity.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
EmailRequired
Value
Board ID
List ID
Filter
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