Keep Trello work briefs with Salesforce records
Turn a new Trello card into a short Salesforce note, preserving the purpose, status, and next step alongside the related record.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Salesforce users lack the brief behind work tracked in Trello and must ask around for context.
- Make the reason for work easier to find.
- Keep concise project context with a customer record.
- Support smoother handoffs across tools.
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 summarize each new Trello card as a Salesforce note attached to the record identified in the card.
- 4Pick the Trello New Card trigger and choose where run reports should go.
- 5Test with one real card and verify the note is attached to the intended record.
Questions about this workflow
Can a note be attached to an opportunity or account?
The Create note action attaches a note to a Salesforce record. Ask Notis to identify the intended record from available card details.
What if there is no matching record?
Ask Notis to report that a match could not be identified. Include a reliable Salesforce record identifier or enough customer context in the card.
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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