Connect opportunity changes to Trello follow-up
When a deal changes, find the Trello work that may be connected. Notis uses available opportunity details to search boards, lists, and cards.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Deal updates can be disconnected from the project tasks and notes that help move work forward.
- Find potentially related delivery or follow-up work
- Reduce switching between CRM and Trello searches
- Make the next action easier to locate
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.
- 3Tell Notis in one instruction how to search Trello with available opportunity details and summarize likely related work.
- 4Pick New or Updated Opportunity and choose where run reports go.
- 5Test with one real opportunity change.
Questions about this workflow
Does this workflow update Salesforce or Trello?
No. It searches Trello and reports potentially relevant boards, lists, or cards.
What if the opportunity does not have enough identifying detail?
Search quality depends on the details returned with the event. Describe how Notis should handle sparse context, and supply any missing baseline information if needed.
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.
Integrate Deal
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
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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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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