Integrate Trello with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best Trello and Customerly Integrations

  • Trello Integration Customerly  Integration

    Trello + Customerly

    Create or Update Lead from Customerly from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Integration Card Updated
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Trello Integration Customerly  Integration

    Trello + Customerly

    Create or Update User from Customerly from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Integration Card Updated
     
    Then do this...
    Customerly  Integration Create or Update User
  • Trello Integration Customerly  Integration

    Trello + Customerly

    Add User Tag in Customerly when Card Updated is added to Trello Read More...
    Close
    When this happens...
    Trello Integration Card Updated
     
    Then do this...
    Customerly  Integration Add User Tag
  • Trello Integration Customerly  Integration

    Trello + Customerly

    Create or Update Lead to Customerly from New Notification in Trello Read More...
    Close
    When this happens...
    Trello Integration New Notification
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Trello Integration Customerly  Integration

    Trello + Customerly

    Create or Update User to Customerly from New Notification in Trello Read More...
    Close
    When this happens...
    Trello Integration New Notification
     
    Then do this...
    Customerly  Integration Create or Update User
  • Trello Integration {{item.actionAppName}} Integration

    Trello + {{item.actionAppName}}

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

It's easy to connect Trello + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Trello & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Trello and Customerly

Trello

Trello is a web-based project management and cplaboration top. It was created by FogCreek Software in 2011, and acquired by Atlassian in 2016. Trello allows users to organize projects into boards. Each board can have multiple lists and each list can have multiple cards. Trello allows users to add comments, labels, due dates and checklists to each card. Card owners can also attach files to each card.

https://media.trello.com/a/b78a84d4-63cc-4c0e-8b76-9d9d06b1c4ed/1454746_large.jpg?v=f94deae2-11f2-4efc-ad97-7cfc33a4ad39

Customerly

Customerly is a cloud-based software platform designed for customer relationship management that’s now owned by GoDaddy, one of the world’s leading website platforms. The platform offers CRM, email marketing, email marketing automation and social media management tops all in one place. It is available as a SaaS spution that can be accessed via a web browser, iPhone or iPad app.

https://media.trello.com/a/b78a84d4-63cc-4c0e-8b76-9d9d06b1c4ed/1454746_large.jpg?v=f94deae2-11f2-4efc-ad97-7cfc33a4ad39

Integration of Trello and Customerly

If you have a project using Trello, then you will find that the task list is easier to manage if you use Customerly. This way, you will be able to keep track of your project’s progress and know when things are coming up in the schedule. You can also integrate Trello with Customerly so you don’t have to check each time one system updates its status. This integration syncs the two systems together so they both reflect the same information at all times. With the integration of Trello and Customerly, there won’t be any confusion about the progress of the project anymore.

https://media.trello.com/a/b78a84d4-63cc-4c0e-8b76-9d9d06b1c4ed/1454746_large.jpg?v=f94deae2-11f2-4efc-ad97-7cfc33a4ad39

Benefits of Integration of Trello and Customerly

The benefit of integrating Trello and Customerly is that it allows you to create a seamless flow between the two platforms so you can focus on getting work done instead of constantly checking your list to see if tasks have been completed on other platforms. When everything is automated, it becomes much easier to manage a project because you don’t have to worry about delays or check every time something gets updated in another platform. By integrating these two platforms, you will also be able to view more information in one place rather than looking at various sources for updates on your project. This means you can save time and avoid making mistakes because you’re trying to remember where you logged information previously.

Overall, I would recommend integrating your Trello projects with Customerly for better organization and project management. If you need extra help managing your project, then it may be worth investing in a CRM software like Customerly since it integrates with many different services, such as Salesforce, Facebook Messenger and Slack, among others. A good CRM software will help you manage your contacts and customer data in one place so you can focus on getting more sales or completing other tasks related to your business.

The process to integrate Trello and Customerly 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.