Connect ClearCRM and Trello to Build Intelligent Automations
Choose a Trigger
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an Action
Automatically do this!
Create Board
Create Trello Card
Update Card
Add Comment to Card
Create List
Move Card to List
Add Checklist to Card
Add Attachments to a Card
Add Label To Card
Add Member to Card
Create Checkitem on Checklist
Create Label
Find Member
Find Label on Board
Find Or Create List
Find Checklist Item
Find Checklist
Find Board
Remove Label From Card
Delete Checklist in Card
Copy Board
Close Board
Archieve Card
Complete Checklist item in Card
List All Lists On Board
Find Card
List Cards in a List
Find Comments Using Card ID
Get Activities Of Card
Add Comment to Card
Remove Member From Card
Ready to use ClearCRM and Trello automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Create Board
Create a new board
Create Trello Card
Create a new Trello card
Update Card
update card in trello
Add Comment to Card
Add a comment to a Trello card
Create List
Add a new list to a specified Trello board.
Move Card to List
Moves a specific Card to a list on a specific board
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Step by step guides to integrate ClearCRM and Trello
Frequently Asked Questions
To start, connect both your ClearCRM and Trello accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Trello (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Trello. This includes choosing which data fields go into which fields of Trello, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Trello typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClearCRM and Trello. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn MoreAbout Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
Learn More
