Create deals from Trello activity
Turn sales signals in Trello into deals your CRM can track.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Why this helps
Opportunity signals appear in activity streams but never become accountable deals.
- Capture qualified opportunities
- Create a clear next sales record
- Reduce missed handoffs from activity
Setup
Build it in a few focused steps.
- 1Connect Trello and Centralstationcrm in Notis.
- 2Create an automation that evaluates new Trello activity and creates a deal when it indicates a qualified opportunity.
- 3Pick the Trello New Activity trigger.
- 4Choose a report channel and test with one qualifying activity.
Questions about this workflow
Can Notis ignore routine activity?
Yes. Describe the signals that count as a qualified opportunity and ask it to skip the rest.
Can the deal include context from the activity?
Yes. Ask Notis to summarize the relevant activity in the deal details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Centralstationcrm. A trigger fires from one place; an action lands in another.
Trello triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
New Activity Trigger
Triggered when there is activity in Trello.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
New Board Trigger
Triggered when a board is created in the specified workspace
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
New Card Trigger
Triggered when a card is created in the specified board
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Card Updated Trigger
Triggered when a specific card is updated
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Trello and Centralstationcrm, 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 Centralstationcrm.