Keep customer decisions from Trello activity in Salesforce
When Trello activity records a customer decision, Notis can summarize it in a note attached to the relevant Salesforce record.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Decisions in board discussions are hard to find later when they are missing from the customer record.
- Keep customer decision context in Salesforce.
- Make handoffs clearer with a short record note.
- Spend less time retracing board activity.
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 a Salesforce note when Trello activity captures a customer decision, summarizing the decision and its rationale.
- 4Pick the Trello New Activity trigger and choose where run reports should go.
- 5Test with one real activity item and review the resulting note.
Questions about this workflow
Will this summarize all activity as a decision?
No. State in the instruction that Notis should create a note only when activity clearly records a customer decision.
Can it capture rationale?
It can summarize rationale present in the activity data. If the rationale is not available there, it must be added to the Trello card or provided separately.
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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