Sync approved Trello leads with EmailOctopus
Mark a lead card as ready and keep its EmailOctopus contact details current.
Trigger
Label Added To Card
Triggers when a label is applied to a card.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Approved lead details can change on Trello while an older contact record remains in your mailing list.
- Refresh existing contact details as well as add new contacts.
- Use a clear Trello label as the handoff signal.
- Avoid re-entering lead information by hand.
Setup
Build it in a few focused steps.
- 1Connect Trello and EmailOctopus once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the approval label, contact details to read from the card, and destination list.
- 4Choose Trello's Label Added To Card trigger and a report channel.
- 5Test with one real approved lead card and review the run report.
Questions about this workflow
What starts the workflow?
Applying a label to a Trello card. Tell Notis which label means the lead is approved.
What does Create or Update Contact do?
It creates the contact if it is not on the specified EmailOctopus list, or updates it if it already exists there.
Can it add a person to a different list automatically?
Specify the EmailOctopus list in your instruction. The action operates on the list you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Emailoctopus. A trigger fires from one place; an action lands in another.
Trello triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Attachment Added To Card
Triggers when a file or link is attached to a card.
Create Field
Creates a custom field on a mailing list.
Attachment Removed From Card
Triggers when an attachment is removed from a card; its URL is omitted.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Board Added To Workspace
Triggers when a board is created in or moved into the watched Workspace.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Board Label Created
Triggers when a label is added to the board’s label set.
Create Tag
Creates a tag on a mailing list for contact organization.
Board Label Deleted
Triggers when a label is deleted from the board; its text and color are omitted.
Get All Lists
Retrieve all mailing lists in the account.
Board Label Updated
Triggers when a board label changes.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Trello and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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