Keep important Trello changes with Salesforce records
When a Trello card changes, Notis can summarize the update in a Salesforce note for the relevant customer record.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important changes live in Trello while Salesforce records retain outdated context.
- Keep useful work context near the Salesforce record.
- Summarize changes instead of copying the full card history.
- Make customer handoffs easier to follow.
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 meaningful updates to Trello cards as Salesforce notes on the matching record.
- 4Pick the Trello Card Updated trigger and choose where run reports should go.
- 5Test with one real card update and review the resulting note.
Questions about this workflow
Will every card edit create a note?
The trigger runs when a card is updated. In your instruction, ask Notis to create notes only for meaningful changes and summarize the change.
What if the card does not identify its Salesforce record?
Include identifying information in the card or tell Notis how to match it. If the information is unavailable, the automation cannot reliably determine which record to attach the note to.
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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