iClosed + Trello

Create new Trello cards from booked calls in iClosed

Simplify your task management with this workflow between iClosed and Trello. Whenever a call is booked in iClosed, a corresponding card is instantly created on your Trello board. With all the essential details at your fingertips on Trello, managing your work becomes easier and more efficient. This workflow is a convenient method to streamline your processes and boost productivity.

Simplify your task management with this workflow between iClosed and Trello. Whenever a call is booked in iClosed, a corresponding card is instantly created on your Trello board. With all the essential details at your fingertips on Trello, managing your work becomes easier and more efficient. This workflow is a convenient method to streamline your processes and boost productivity.

  1. When this happens...
    iClosediClosed
    Call Booked

    Triggers when a new call is scheduled in iClosed.

    TriggerInstant
  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

  • iClosed triggers, actions, and search

    Setter Owner Assigned

    Triggers when a setter owner is assigned to a contact

    Trigger
    Instant
    Try It
    • Call OutcomeRequired

    • Trigger When Outcome is:

    Trigger
    Instant
    Try It
    • Final StatusRequired

    • Wait for X Seconds

    • Send Last Active Status?

    Trigger
    Instant
    Try It
    • TriggerRequired

    Trigger
    Instant
    Try It
iclosed logo
iclosed logo

About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.
Learn more

Related categories

  • Scheduling & Booking
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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