Check existing Trello context for new leads
Before starting from scratch with a new lead, have Notis search Trello for related cards, lists, or boards using the available lead details.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Trello AI Search Engine
Tool to search trello boards, lists, and cards using ai-driven queries. use when you need to quickly locate relevant trello cards, lists, or boards.
Why this helps
A lead may already be part of a conversation or workstream, but checking every tool manually slows follow-up.
- Look for existing context as a lead arrives
- Reduce duplicate follow-up work
- Review likely matches in the run report
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Api labz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to search Trello using new-lead details and summarize possible matches.
- 4Pick New Lead Trigger and choose where run reports go.
- 5Test with one real Salesforce lead.
Questions about this workflow
Does the search guarantee that a lead is already in Trello?
No. It searches for potentially relevant boards, lists, or cards. Review results to decide whether they match.
Can I ask the search to look for a company name?
Yes, if the company name is available in the lead data returned to Notis. State the search approach in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Api labz. A trigger fires from one place; an action lands in another.
Salesforce triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
Account Created or Updated
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Tool to list all airtable tables for a given base. use when you need to retrieve table names before interacting with a table.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Trello AI Search Engine
Tool to search trello boards, lists, and cards using ai-driven queries. use when you need to quickly locate relevant trello cards, lists, or boards.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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