Automate Trello Label Tracking & Contact Management

Stay organized by tracking new Trello labels and streamline your task management. This template helps you process Trello card information, transform it, and connect with your ActiveCampaign contacts in a few easy steps.

Trigger Event : Track New Trello Labels

Whenever a new label is added to your Trello board, this workflow is automatically triggered. You don't have to watch your boards manually—let automation do the work for you!

Actions

Text Transformation

The card name from Trello is instantly converted to uppercase letters. This ensures consistency in how your card details are processed and displayed, making them easy to scan in your lists.

Format Due Date

The due date linked with the new label is formatted in a way that fits your workflow. The date is perfectly adjusted and standardized, so you never lose track of what's due and when.

Create or Update Contact in ActiveCampaign

The workflow also creates a new contact—or updates an existing contact—in your ActiveCampaign account. The contact uses information from your Trello card to keep your mailing list up-to-date. It adds or refreshes the contact using the card name and details, making sure your CRM always reflects your latest tasks.

Benefits

With this template, you effortlessly connect your Trello work to your CRM. It saves you manual updates, ensures your contacts are always current, and keeps your project information formatted clearly. Enjoy smoother collaboration and better task management in just a few clicks.