Find CRM contacts from new Trello cards
Know who is already in your CRM before creating another record.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Search People
Tool to retrieve people matching search criteria. use when you need to find specific contacts by name, email, or phone after authenticating with your api key.
Why this helps
Teams waste time searching for existing contacts before acting on Trello intake.
- Prevent duplicate contacts
- Surface existing relationship context
- Speed up lead triage
Setup
Build it in a few focused steps.
- 1Connect Trello and Centralstationcrm in Notis.
- 2Create an automation that searches people using the names, emails, or phones found in each new card.
- 3Pick the Trello New Card trigger.
- 4Choose a report channel and test with one known contact card.
Questions about this workflow
Can it search by email first?
Yes. Ask Notis to prioritize exact email matches before broader searches.
What should happen when no match exists?
Ask Notis to report that no person was found for manual review or a separate intake workflow.
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.