Move prospect intake from Trello into Salesforce
When a new Trello card captures a prospect, Notis can create a Salesforce lead using the details available in the card.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Prospect details gathered in Trello have to be entered again before sales can follow up.
- Reduce retyping prospect details.
- Get qualified intake into the Salesforce lead list sooner.
- Keep the card as source context for the new lead.
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 lead from new prospect intake cards only when the required lead details are present.
- 4Pick the Trello New Card trigger and choose where run reports should go.
- 5Test with one real intake card and confirm the Salesforce lead details.
Questions about this workflow
What information is required to create a lead?
Salesforce lead creation requires the details configured for your org. The listed action requires last name and company unless person accounts are enabled and company is null.
What happens if the card is missing required details?
Tell Notis to report the missing information rather than create an incomplete lead. Add the required details to the card or provide them through your process.
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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