Connect Trello and Raynet CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New/Updated Board
Card Archieved
New Notification
New Comment in Card
New Card
Add Attachment to Card
Add Checklist to Card
Add Member to Card
New Comment on Card
Copy Comment Card
Copy 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
Copy Board
Checklist Updated
Copy Checklist
New Checklist Item
Checklist Item Updated
Checklist Item Deleted
Card Moved to List
Choose an Action
Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
Use the Built-in Integrations
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 Archieved
Triggers when a card is archieved in trello
New Notification
Triggers when you get a new notification in trello
New Comment in Card
Triggers when a new Comment is added to a card in trello
New Card
Triggers when a new card is created
Add Attachment to Card
Triggers when a new attachment is added to card
Do thisActions
Action is the task that follows automatically within your Trello integrations.
Create Board
Creates a new board.
Create Card
Adds a new card on a specific board
Update Card
update card in trello
Create Comment
Adds a new comment on a specified card
Create List
create list in trello
Move Card to List
Moves a specific Card to a list on a specific board
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Frequently Asked Questions
To start, connect both your Trello and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Trello triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how Trello data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Trello and Raynet CRM 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 Raynet CRM. 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 Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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