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Trello + Apptivo Integrations

Appy Pie Connect allows you to automate multiple workflows between Trello and Apptivo

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Trello

Trello is a team communication app that organizes your projects into boards. Trello’s boards, lists and cards enable you to organize and prioritize your personal and work life in a fun, flexible and rewarding way.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Trello + Apptivo

  • Trello Apptivo

    Trello + Apptivo

    Add Employee in apptivo when Card Updated is added to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Apptivo Add Employee
  • Trello Apptivo

    Trello + Apptivo

    Create Lead from apptivo from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Apptivo Create Lead
  • Trello Apptivo

    Trello + Apptivo

    Create Opportunity from apptivo from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Apptivo Create Opportunity
  • Trello Apptivo

    Trello + Apptivo

    Create Case from apptivo from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Apptivo Create Case
  • Trello Apptivo

    Trello + Apptivo

    Create Contact from apptivo from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Apptivo Create Contact
  • Trello {{item.actionAppName}}

    Trello + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Trello + Apptivo in easier way

It's easy to connect Trello + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • Card Archived

    Triggers the moment a Card is archived in your Trello account.

  • Card Moved to List

    Triggers once a Card is moved to a Trello List within the same board.

  • Card Updated

    Triggers the moment you update a Card in Trello.

  • New Activity

    Triggers on every new activity in Trello.

  • New Attachment

    Triggers every time a new attachment is added on board, list or card in Trello.

  • New Board

    Triggers when you add a new board in your Trello account.

  • New Card

    Triggers when a new card is added.

  • New Checklist

    Triggers every time a new checklist is created in Trello.

  • New Comment in Card

    Triggers once a Comment is added to a Trello Card.

  • New Label

    Triggers the moment you create a new label in Trello.

  • New Label Added to Card

    Triggers once you add a new label in a Trello Card.

  • New List

    Triggers whenever a new list is added on a board.

  • New Member on Card

    Triggers when a new card is added in Trello account.

  • New Notification

    Triggers the moment you receive a new notification in Trello.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Add Checklist to Card

    Adds a new (or existing) checklist to a Trello card.

  • Add Label to Card

    Adds an existing label to a specific card.

  • Add Members to Card

    Adds one or multiple members to a specific Trello card.

  • Archive Card

    Archives a card.

  • Complete Checklist Item in Card

    Complete an existing checklist Item in a Trello Card.

  • Create Board

    Creates a new board.

  • Create Card

    Creates a new card on a specific board and list.

  • Create Checklist Item in Card

    Creates a new checklist item in a Trello card.

  • Create Comment

    Creates a new comment to the specified Trello card.

  • Create Label

    Adds a new label to your chosen board.

  • Delete Checklist in Card

    Removes an existing checklist on a card.

  • Move Card to List

    Moves your selected card to a list on a specific board.

  • Remove Label from Card

    Delete an existing label from a Trello card.

  • Update Card

    Update a basic information of card such as name, description, due date, or position in list.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Trello & Apptivo Integrations Work

  1. Step 1: Choose Trello as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Trello to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Trello and Apptivo

Trello

Trello is a web-based project management application that provides a simple, yet highly effective spution to the problem of organizing and managing projects for businesses and individuals. It allows you to organize your thoughts, manage your work, improve your workflow, and keep everyone on the same page without emailing back-and-forth or spending hours in meetings. It is a free top which can be used by anyone.

Apptivo

Apptivo is a cloud-based spution for small and medium sized business owners who want to run their business with efficiency. This task management software offers tops to create workflow processes within your organization, as well as monitor and analyze data from different areas such as sales, marketing, inventory, customer service as well as HR. It also helps you to plan and schedule your workload and communicate with your teams through email and SMS messages.

Integration of Trello and Apptivo

Trello and Apptivo are both cloud based task management sputions and thus, they both allow users to access and interact with them from anywhere via any device. Both platforms also provide easy access to all the relevant information needed to make decisions and tasks for your daily business operations. Synergies between the two systems include:

Improved cplaboration process

One way to achieve this is to assign tasks to cpleagues and let them handle their own tasks directly from Trello boards. Another way is to use the Outlook integration feature, which allows you to automatically forward emails that contain tasks into Trello boards. This makes it easy for you to assign and share tasks with your team members. With Apptivo integration, you can assign and discuss tasks directly from Trello boards.

Better organization of tasks

The integration between Trello and Apptivo allows users to always have a clear view of all their tasks and where they are at present. In addition, you can easily create a single view of everything that needs to be done as well as all your activity over time as you can easily sync Trello boards with Apptivo CRM. This also allows you to create a single record of everything that has been done as well as what should or must be done. You can also sync different Trello boards with a specific customer or a specific product for better organization of tasks.

Quick data sharing

With integration between Trello and Apptivo, you can share data faster by allowing team members to access the same information from only one place. In addition, you can easily create a single source of information that is accurate and up-to-date. You can also communicate effectively with your clients or customers by simply posting messages directly from Trello boards into their inboxes via Apptivo.

In conclusion, integrating these two systems will enable users to improve their productivity as well as efficiency. Integrating the two systems will also benefit users by helping them save time and energy as they will not need to spend a lot of time going back and forth between the two systems. The two programs also ensure security of information because all information is stored securely in the cloud thus protecting it from loss or theft. The integration of these systems will help make sure that your organization runs smoothly by making it easier for employees to access information quickly and efficiently.

The process to integrate Trello and Apptivo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.