Connect Salesmate and Trello to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
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
Get Cards From a List
Ready to use Salesmate and Trello automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New/Updated Board
Triggers when a new board is added or updated
Card Archived
Triggers when a card is archieved in trello
New Comment Added To Card
Runs when new comment added
New Card Created
Runs when new card is created
Add Attachment to Card
Triggers when a new attachment is added to card
Add Checklist to Card
Triggers when a new checklist is added to card
Do thisActions
Action is the task that follows automatically within your Salesmate integrations.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Step by step guides to integrate Salesmate and Trello
Frequently Asked Questions
To start, connect both your Salesmate and Trello accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Trello (or vice versa).
Absolutely. You can customize how Salesmate 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 Salesmate 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 Salesmate 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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
