Update a Dynamics365 lead when its Trello card changes
Let Trello changes keep lead records current without manual CRM cleanup.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Important qualification changes get buried in Trello activity and never reach the CRM.
- Reduces stale lead records
- Preserves Trello as the working context
- Surfaces meaningful changes for review
Setup
Build it in a few focused steps.
- 1Connect Trello and Dynamics365 once in the Notis portal.
- 2Create an automation that updates the matching Dynamics365 lead when a Trello card change affects qualification or contact context.
- 3Pick Trello Card Updated Trigger for the relevant card.
- 4Choose a report channel and test with one real qualification update.
Questions about this workflow
Does every card edit update the lead?
No. Instruct Notis to act only when the edit changes information relevant to the lead.
How is the matching lead found?
Describe the identifier or context available in your Trello card and Dynamics365 records; Notis uses that instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Dynamics365. A trigger fires from one place; an action lands in another.
Trello triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Activity Trigger
Triggered when there is activity in Trello.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Board Trigger
Triggered when a board is created in the specified workspace
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Card Trigger
Triggered when a card is created in the specified board
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Card Updated Trigger
Triggered when a specific card is updated
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Trello and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.