Redtail CRM + Trello

Create activities in Redtail CRM when new labels are added to cards in Trello

With this workflow, whenever a new label is added to a card in Trello, a corresponding activity is immediately created in Redtail CRM. This efficient process keeps your CRM up-to-date with your project management activities, allowing you to streamline your work and avoid manual data entry. Keep your customer relations managed and your projects well-tracked with this convenient workflow.

With this workflow, whenever a new label is added to a card in Trello, a corresponding activity is immediately created in Redtail CRM. This efficient process keeps your CRM up-to-date with your project management activities, allowing you to streamline your work and avoid manual data entry. Keep your customer relations managed and your projects well-tracked with this convenient workflow.

  1. When this happens...
    TrelloTrello
    New Label Added to Card

    Triggers when a label is added in a Trello card.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    ActionWrite
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Supported triggers and actions

    • Board

    • List

    • Card

    Trigger
    Polling
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    • Board

    • List

    • Card

    Trigger
    Instant
    Try It
    • Board

    • Card

    Trigger
    Instant
    Try It
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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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Related categories

  • 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

Related categories

  • Project Management

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