Trello
Bullhorn CRM
zapier

An automated workflow using zapier

Connects Trello + Bullhorn CRM

Add new Trello cards as tasks in Bullhorn CRM

About this workflow template

This automation scenario allows you to connect Trello and Bullhorn CRM

It can be build using Zapier, a no-code workflow automation tool. Zapier 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.

Diagram

Add new Trello cards as tasks in Bullhorn CRM
Workflow diagram: Trello + Bullhorn CRM integration

How it works?

When this trigger fires in Trello

Trello

New Card in Trello

Triggers when a new card is added.

Then this action happens in Bullhorn CRM

Bullhorn CRM

Create Task in Bullhorn CRM

Creates a new Task.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Trello cards as tasks in Bullhorn CRM.

Part I

Configure Applications

First, we need to connect Trello and Bullhorn CRM to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Trello to Zapier.

    Connect Trello to Zapier.

    Give Zapier access to your Trello account, using Trello credentials.

  • Connect Bullhorn CRM to Zapier.

    Connect Bullhorn CRM to Zapier.

    Give Zapier access to your Bullhorn CRM account, using Bullhorn CRM credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Trello

    Set up a Trigger action for Trello

    Choose the following trigger: New Card (Triggers when a new card is added.).

  • Then set up an Action for Bullhorn CRM

    Then set up an Action for Bullhorn CRM

    Choose this action: Create Task (Creates a new Task.).

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 Bullhorn 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 Add new Trello cards as tasks in Bullhorn CRM!

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
  • Bullhorn CRM

    Create lead

    Creates a new Lead.

    zapier
    actionbyzapier
  • Bullhorn CRM

    Create note

    Creates a new Note.

    zapier
    actionbyzapier
  • Bullhorn CRM

    Create clientcontact

    Creates a new ClientContact.

    zapier
    actionbyzapier
  • Bullhorn CRM

    Create candidate

    Creates a new Candidate.

    zapier
    actionbyzapier
  • Bullhorn CRM

    Create task

    Creates a new Task.

    zapier
    actionbyzapier
  • Bullhorn CRM

    Update clientcontact

    Updates an existing ' ClientContact.

    zapier
    actionbyzapier

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.