Connect Trello and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New/Updated Board
Card Archived
New Card
Add Attachment to Card
Add Checklist to Card
Add Member to Card
New Comment on Card
Card Deleted
Card Updated
Move Card from Board
Move Card to Board
Move List from Board
Move List to Board
Remove Checklist from Card
Remove Member from Card
Add Label to Card
New Label
Label Deleted
Label Updated
Remove Label from Card
Comment Deleted
Comment Updated
New List
List Updated
Add Member to Board
Add Member to Organization
Checklist Updated
New Checklist Item
Checklist Item Updated
Checklist Item Deleted
Card Moved to List
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
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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 Card
Triggers when a 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
Add Member to Card
Triggers when a new member is added to card
Do thisActions
Action is the task that follows automatically within your Trello integrations.
Create Board
Creates a new board.
Create Trello Card
Create a new card on a chosen Trello board and list. Optionally add description, labels, members, attachments, checklists, cover, and location.
Update Card
update card in trello
Create Comment
Adds a new comment on a specified 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 Trello and Close
Frequently Asked Questions
To start, connect both your Trello and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Trello triggers actions in Close (or vice versa).
Absolutely. You can customize how Trello data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between Trello and Close 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 Trello and Close. 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 Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
Learn MoreAbout Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
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