Integrate Teamwork CRM with Trello

Send information between Teamwork CRM and Trello automatically, without writing any code, using Zoho Flow.

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Create a new card in Trello for every new milestone in Teamwork CRM

Add new milestones in your CRM as cards in Trello. This flow adds new milestones in Teamwork CRM as a card in Trello.

How it works
1) A new milestone is added to Teamwork CRM.
2) Zoho Flow creates a new card in Trello for the milestone.
Use this flow
+

Create a new card in Trello for every new milestone in Teamwork CRM

Teamwork CRM + Trello

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal is created

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note is created

Member added

Triggers when a new member is added to the selected board

Board created

Triggers when a new board is created

Card archived

Triggers when a card is archived

Activity created

Triggers when a new activity is created in Trello

Label created

Triggers when a new label is created

Comment added

Triggers when a comment is added to a card in Trello

Comment added to a card in board

Triggers when a new comment is added to any card in the selected board

Notification received

Triggers when a new notification is received in Trello

Card created

Triggers when a new card is created

Card moved to list

Triggers when a card is moved to a list

Board created in team

Triggers when a new board is created in team

Comment added to a card in list

Triggers when a comment is added to any card in the selected list

List created

Triggers when a new list is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note

Create product

Creates a new product

Create lost reason

Creates a new lost reason

Create deal

Creates a new deal

Create company

Creates a new company

Fetch company

Fetches the details of an existing company

Fetch product

Fetches the details of an existing product

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

Create organization

Creates a new organization

Create checklist

Creates a new checklist

Add members

Adds one or more members to the selected card

Create comment

Creates a new comment in the selected card

Add label to card

Adds an existing label to the selected card

Create card

Creates a new card in the selected list

Add attachment to card

Adds one or more attachments to the specified card

Create checklist item

Creates a new checklist item

Create board

Creates a new board

Create list

Creates a new list in the selected board

Archive card

Archives a selected card

Move card to list

Moves a card to a list on the selected board

Update card

Updates card name, due date, and description

Fetch list by ID

Fetches a list based on its ID

Fetch card

Fetches card details for the specified card ID or card name

Fetch checklist

Fetches the details of an existing checklist by its name

Fetch list

Fetches the details of an existing list by name

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

What is Trello?

Trello is a team collaboration platform that lets you manage all your projects. You can list your tasks on cards, organize cards into lists, organize cards using color coded labels, and subscribe to boards that you want to stay updated on.

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Logic

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Custom functions

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Technical Engineer, Master Liveaboards

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