Connect Trello sales intake with Agiled deals
Get deal context before a new opportunity turns into another manual lookup.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Why this helps
Sales context is split between Trello capture and CRM records.
- Reduces CRM searching
- Highlights duplicate opportunities
- Improves next-step decisions
Setup
Build it in a few focused steps.
- 1Connect Trello and Agiled in Notis once.
- 2Create an automation that retrieves matching Agiled deals for each sales-related Trello card and summarizes the result.
- 3Pick Trello New Card Trigger for the sales board.
- 4Choose a report channel and test with one real opportunity card.
Questions about this workflow
Does this create a new deal?
No. This workflow retrieves existing Agiled deals for review.
What matching information should I provide?
Specify the customer, company, deal name, or other clues available in the card.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Agiled. A trigger fires from one place; an action lands in another.
Trello triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
New Activity Trigger
Triggered when there is activity in Trello.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
New Board Trigger
Triggered when a board is created in the specified workspace
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
New Card Trigger
Triggered when a card is created in the specified board
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Card Updated Trigger
Triggered when a specific card is updated
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Trello and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Agiled.