An automated workflow using integromat
Connects Insightly + Trello
Create Trello cards from new Insightly CRM opportunities
About this workflow template
This automation scenario allows you to connect Insightly and Trello
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Insightly and Trello can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Insightly
Watch objects in Insightly
Triggers when a new object of a selected type is created.
Then this action happens in Trello
Create a Card in Trello
Creates a new card.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Trello cards from new Insightly CRM opportunities.
Part I
Configure Applications
First, we need to connect Insightly and Trello to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Insightly to Make.com.
Give Make.com access to your Insightly account, using Insightly credentials.
Connect Trello to Make.com.
Give Make.com access to your Trello account, using Trello credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Insightly
Choose the following trigger: Watch objects (Triggers when a new object of a selected type is created.).
Then set up an Action for Trello
Choose this action: Create a Card (Creates a new card.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Insightly and Trello.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Trello cards from new Insightly CRM opportunities!
Related Automation Templates
Supported triggers and actions
New card
Triggers when a new card is added.
triggerbyzapierautomateiopabbly-connectCard moved to list
Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).
triggerbyzapierautomateioNew activity
Triggers when there is activity in Trello.
triggerbyzapierautomateioNew label added to card
Triggers when a label is added in a Trello card.
triggerbyzapierWatch cards
Triggers when a new card is added.
triggerbyintegromatNew notification
Triggers when you get a new notification in Trello.
triggerbyzapierautomateiopipedream
Create record
Creates a Record
actionbyzapierCreate object
Creates a new object of a selected type.
actionbyintegromatUpdate record
Updates a Record
actionbyzapierFind record
Finds an existing Record
actionbyzapierRetrieve object
Retrieves an object by its ID and type.
actionbyintegromatAdd or update a contact
Create a new Contact or Update an existing Contact
actionbyautomateio
Apps you need
Trello is an easy-to-use collaboration tool that helps you organize your projects, no matter the size. With boards, lists, and cards, you can prioritize tasks and stay on top of everything from the big picture to the smallest details. Connect with your team in real-time and integrate with other key tools for seamless cross-team collaboration.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
