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Notis

Update CRM people from Trello card changes

Edit a contact card once and keep the corresponding CRM record current.

Trigger

Card Updated Trigger

Triggered when a specific card is updated

Action

Update Person

Tool to update an existing person by id. use after retrieving the person's current details when you need to modify one or more fields.

Why this helps

Important contact changes are made in Trello but never reach the CRM.

  • Keep contact records aligned
  • Reduce stale phone and email details
  • Make Trello the quick capture surface

Setup

Build it in a few focused steps.

  • 1Connect Trello and Centralstationcrm in Notis.
  • 2Create an automation to find the matching person and update their record from the edited card.
  • 3Pick the Trello Card Updated trigger for the relevant card or board.
  • 4Choose a report channel and test with one real card update.

Questions about this workflow

How should matching work?

Tell Notis to match by email first, then use name or phone when email is unavailable.

Can it update only changed information?

Yes. Instruct Notis to preserve existing values unless the card provides a newer value.

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.

TriggerScheduled

Check Connection

Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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?"

ActionInstant

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

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.

ActionInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

ActionInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

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.

ActionInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

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.

ActionInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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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