Trello
Capsule CRM
integromat

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.

Trello and Capsule CRM can also be integrated using automation tools other than integromat:

Diagram

Create Capsule CRM cases from new Trello cards
Workflow diagram: Trello + Capsule CRM integration

How it works?

When this trigger fires in Trello

Trello

Watch Cards in Trello

Triggers when a new card is added.

Then these actions happen in Capsule CRM and Capsule CRM

Trello

Get a Card in Trello

Retrieves a card by ID.

Capsule CRM

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.

    Create Make.com account if you don't have one.

  • Connect Trello to Make.com.

    Connect Trello to Make.com.

    Give Make.com access to your Trello account, using Trello credentials.

  • Connect Capsule CRM to Make.com.

    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

    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

    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

    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

    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 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!

Supported triggers and actions

  • Trello

    New card

    Triggers when a new card is added.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Trello

    Card 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).

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New activity

    Triggers when there is activity in Trello.

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New label added to card

    Triggers when a label is added in a Trello card.

    zapier
    triggerbyzapier
  • Trello

    Watch cards

    Triggers when a new card is added.

    integromat
    triggerbyintegromat
  • Trello

    New notification

    Triggers when you get a new notification in Trello.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • Capsule CRM

    Create contact

    Creates a new Person or Organisation.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Capsule CRM

    Create opportunity

    Creates a new Opportunity.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Capsule CRM

    Create a party

    Creates a new party.

    integromat
    actionbyintegromat
  • Capsule CRM

    Create project

    Creates a new Project.

    zapier
    actionbyzapier
  • Capsule CRM

    Create task

    Creates a new Task.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Capsule CRM

    Create a task

    Creates a new task.

    integromat
    actionbyintegromat

Apps you need

Trello

Trello

Task Management

A team collaboration tool that lets you manage projects and tasks

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

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.