Connect Trello to Workbooks CRM

Use 12 documented Trello triggers to run 5 documented Workbooks CRM actions.

12 source triggers

5 target actions

Reverse direction supported

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Why Connect Trello & Workbooks CRM?

Start with a Trello event

Choose from 12 documented triggers, including Card Moved (Instant), New Card (Instant), Card Updated (Instant).

Run a Workbooks CRM action

Send the event into one of 5 documented actions, such as Create Customer Order, Create Organisation, Create Person.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Trello

Triggers (12)

Card Moved (Instant)

Emit new event each time a card is moved to a list.

webhook

New Card (Instant)

Emit new event for each new Trello card on a board.

webhook

Card Updated (Instant)

Emit new event for each update to a Trello card.

webhook

New Label Added To Card (Instant)

Emit new event for each label added to a card.

webhook

New Notification

Emit new event for each new Trello notification for the authenticated user.

polling

Card Due Date Reminder

Emit new event at a specified time before a card is due.

polling

New Member on Card (Instant)

Emit new event for each member that join in a card.

webhook

Card Archived (Instant)

Emit new event for each card archived.

webhook

Custom Webhook Events (Instant)

Emit new events for activity matching a board, event types, lists and/or cards.

webhook

New Attachment (Instant)

Emit new event when a new attachment is added on a board.

webhook

New Board (Instant)

Emit new event for each new board added.

webhook

New Board Activity (Instant)

Emit new event for new activity on a board.

webhook

Actions (24)

Add Attachment To Card

Adds a file attachment on a card. See the documentation

Add Checklist

Adds a new checklist to a card. See the documentation.

Add Comment

Create a new comment on a specific card. See the documentation.

Add Existing Label to Card

Adds an existing label to the specified card. See the documentation.

Add Member to Card

Adds a member to the specified card. See the documentation.

Archive Card

Archives a card. See the documentation.

Complete a Checklist Item

Completes an existing checklist item in a card. See the documentation.

Create a Board

Create a new Trello board or copy from an existing one. See the documentation.

Create a Checklist Item

Creates a new checklist item in a card. See the documentation.

Create a List

Creates a new list. See the documentation.

Create Card

Creates a new card. See the documentation.

Create Label

Creates a new label on the specified board. See the documentation.

Delete Checklist

Deletes the specified checklist. See the documentation.

Find a Label

Finds a label on a specific board by name. See the documentation

Find a List

Finds a list on a specific board by name. See the documentation.

Get Board

Request a single board. See the documentation.

Get Card

Gets a card by its ID. See the documentation.

Get Cards In A List

List the cards in a list. See the documentation.

Get Cards On A Board

Get all of the open Cards on a Board. See the documentation.

Get List

Get information about a List. See the documentation.

Get Member

Gets a member by their ID. See the documentation

List Boards

Lists the boards that the user is a member of. See the documentation

List Organization IDs Options

Retrieves available options for the Organization IDs field.

Move Card to List

Moves a card to the specified board/list pair. See the documentation.

Workbooks CRM

Triggers (4)

New Organisation (Instant)

Emit new event when a new organisation is created.

webhook

New Person (Instant)

Emit new event when a new person is created.

webhook

New Posted Credit Note (Instant)

Emit new event when a new credit note is posted.

webhook

New Posted Invoice (Instant)

Emit new event when a new invoice is posted.

webhook

Actions (5)

Create Customer Order

Creates an order from your customers for your goods or services.

Create Organisation

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

Create Person

Creates a person. People are recorded in your database, e.g a contact, an employee.

Find or Create an Order

Returns and order if exists otherwise creates a new one.

Update Person

Updates a person.

Integration Features

12 documented Trello triggers

5 documented Workbooks CRM actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Workbooks CRM to Trello direction

Capability Examples

Trello trigger → Workbooks CRM action

Catalog example

Trello

Card Moved (Instant)

Workbooks CRM

Create Customer Order

Workbooks CRM trigger → Trello action

Reverse direction

Workbooks CRM

New Organisation (Instant)

Trello

Add Attachment To Card

How It Works

Connect Apps

Authenticate your Trello and Workbooks CRM accounts

Choose a Trigger

Select a documented Trello event

Choose an Action

Select the documented Workbooks CRM operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 12 documented Trello triggers.

Automated Actions

Run one of 5 documented Workbooks CRM actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Workbooks CRM to Trello for bidirectional automation

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Connect Trello to Workbooks CRM

Why Connect Trello & Workbooks CRM?

Start with a Trello event

Run a Workbooks CRM action

Map and review the workflow

Available Triggers & Actions

Trello

Triggers (12)

Actions (24)

Workbooks CRM

Triggers (4)

Actions (5)

Integration Features

Capability Examples

Trello trigger → Workbooks CRM action

Workbooks CRM trigger → Trello action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Trello to Workbooks CRM direction supported?

Which Trello triggers are available?

Which Workbooks CRM actions are available?

Can I also connect Workbooks CRM to Trello?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Trello Integrations

All Workbooks CRM Integrations

Popular Integrations

More Workbooks CRM Integrations

Ready to Connect Trello & Workbooks CRM?