Connect Trello deal work with Salesforce follow-ups
If your team tracks deal work in Trello, Notis can make a Salesforce task for the next sales action described on each relevant card.
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
Deal actions tracked only in Trello are easy to overlook during Salesforce pipeline reviews.
- Keep sales actions in Salesforce activity history.
- Carry Trello deal context into follow-up tasks.
- Make it easier to review next steps alongside pipeline work.
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 new Trello cards about active deals, matching the relevant opportunity when details permit.
- 4Pick the Trello New Card trigger and choose where run reports should go.
- 5Test with one real deal card and check the task and opportunity context.
Questions about this workflow
Can a task be associated with an opportunity?
Ask Notis to identify the opportunity from the card details. Include a reliable opportunity identifier or enough matching context in the card.
Will every new card create a deal task?
The trigger runs for each new card in the selected board. Instruct Notis to create tasks only for cards about active deals.
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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