Record contact milestones from Trello cards
Make important relationship dates available where your team already manages contacts.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create Person Historic Event
Tool to create a new historic event for a specific person. use after confirming person id to record dates like birthdays, anniversaries, or other milestones.
Why this helps
Milestone reminders live in cards and disappear from the contact history.
- Preserve relationship history
- Support timely outreach
- Avoid scattered personal notes
Setup
Build it in a few focused steps.
- 1Connect Trello and Centralstationcrm in Notis.
- 2Create an automation that finds the person and records the milestone described in each new card.
- 3Pick the Trello New Card trigger.
- 4Choose a report channel and test with one milestone card.
Questions about this workflow
Which dates can be recorded?
Use historic event types supported by Centralstationcrm, such as birthdays or anniversaries.
What if the person is not found?
Ask Notis to report the unmatched card for contact resolution.
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.