Keep Trello follow-ups visible in Salesforce
A new Trello card can become a Salesforce task, so customer next steps stay in the place your team checks for follow-up.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Customer follow-ups get missed when a Trello card is separate from Salesforce activity tracking.
- Keep customer follow-ups in Salesforce activity history.
- Reduce duplicate entry when work starts in Trello.
- Use card details to capture the next step and due date when provided.
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 task from each new Trello card and include its title, description, and due date when available.
- 4Pick the Trello New Card trigger and choose where run reports should go.
- 5Test with one real Trello card and confirm the Salesforce task is useful.
Questions about this workflow
Does this create a task for every new Trello card?
Yes, the automation runs for each card created in the selected board. Tell Notis in the prompt which cards should result in a Salesforce task.
Can Notis link the task to a Salesforce record?
Ask Notis to find the relevant record using details in the card. If the card does not contain enough information to identify a record, provide that context in the instruction.
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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