Move customer actions from Trello activity into Salesforce
Let Notis spot customer follow-ups in Trello activity and record them as Salesforce tasks with the context needed to act.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Action items buried in board activity can disappear before anyone records them in the customer system.
- Capture customer actions from board activity.
- Keep Salesforce task history current.
- Reduce time spent scanning updates for next steps.
Setup
Build it in a few focused steps.
- 1Connect Trello and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to create Salesforce tasks for Trello activity that contains a customer follow-up, including relevant activity context.
- 4Pick the Trello New Activity trigger and choose where run reports should go.
- 5Test with one real activity item and check the created task.
Questions about this workflow
Does this create a task for all Trello activity?
The trigger fires when there is Trello activity. Your instruction should ask Notis to create tasks only when an update indicates a concrete customer follow-up.
Can it include the full activity history?
Notis can use the activity data returned by the trigger. If the trigger does not provide the detail you need, that information must be supplied elsewhere.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Salesforce. A trigger fires from one place; an action lands in another.
Trello triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Card Archived Trigger
Triggered when a card is archived in the specified board
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Activity Trigger
Triggered when there is activity in Trello.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
New Board Trigger
Triggered when a board is created in the specified workspace
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
New Card Trigger
Triggered when a card is created in the specified board
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Card Updated Trigger
Triggered when a specific card is updated
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Trello and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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