An automated workflow using integromat
Connects Trello + Capsule CRM
Create Capsule CRM cases from new Trello cards
About this workflow template
This automation scenario allows you to connect Trello and Capsule CRM
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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
Trello and Capsule CRM can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Trello
Watch Cards in Trello
Triggers when a new card is added.
Then these actions happen in Capsule CRM and Capsule CRM
Get a Card in Trello
Retrieves a card by ID.
Create a Case in Capsule CRM
Creates a new case.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Capsule CRM cases from new Trello cards.
Part I
Configure Applications
First, we need to connect Trello and Capsule CRM to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Trello to Make.com.
Give Make.com access to your Trello account, using Trello credentials.
Connect Capsule CRM to Make.com.
Give Make.com access to your Capsule CRM account, using Capsule CRM 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 Trello
Choose the following trigger: Watch Cards (Triggers when a new card is added.).
Then set up an Action for Trello
Choose this action: Get a Card (Retrieves a card by ID.).
Then set up another Action for Capsule CRM
Choose this action: Create a Case (Creates a new case.).
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 Trello and Capsule CRM.
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 Capsule CRM cases from new Trello cards!
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 contact
Creates a new Person or Organisation.
actionbyzapierpabbly-connectCreate opportunity
Creates a new Opportunity.
actionbyzapierintegratelypabbly-connectCreate a party
Creates a new party.
actionbyintegromatCreate project
Creates a new Project.
actionbyzapierCreate task
Creates a new Task.
actionbyzapierintegratelypabbly-connectCreate a task
Creates a new task.
actionbyintegromat
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.
