Integrate Trello with Zoho CRM
Send information between Trello and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Trello and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
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
Member added
Triggers when a new member is added to the selected board
Board created
Triggers when a new board is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
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
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 organization
Creates a new organization
Create checklist
Creates a new checklist
Add members
Adds one or more members to the 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
Update related module entry
Relates an entry in this module with an entry in another module
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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.
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
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