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Trello + pipelinedeals Integrations

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

  • 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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best ways to Integrate Trello + pipelinedeals

  • Trello pipelinedeals

    Trello + pipelinedeals

    Create Company from pipeline deals from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    pipelinedeals Create Company
  • Trello pipelinedeals

    Trello + pipelinedeals

    Create Task from pipeline deals from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    pipelinedeals Create Task
  • Trello pipelinedeals

    Trello + pipelinedeals

    Update Company in pipeline deals when Card Updated is added to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    pipelinedeals Update Company
  • Trello pipelinedeals

    Trello + pipelinedeals

    Create Person from pipeline deals from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    pipelinedeals Create Person
  • Trello pipelinedeals

    Trello + pipelinedeals

    Create Deal from pipeline deals from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    pipelinedeals Create Deal
  • 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 + pipelinedeals in easier way

It's easy to connect Trello + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    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.

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Trello & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Trello and pipelinedeals

Trello is a project management top that helps teams organize projects, cplaborate, and get work done (Trello.com. Trello has been used by millions of people in organizations large and small. It is easy to use, visual, and flexible, adapting to the process you’re working on.

Pipelinedeals is a platform that helps businesses automate the process of quoting, invoicing and payment processing for their customers. Pipelinedeals automates the process of quoting, invoice generation and payment cplection(pipelinedeals.com. It enables users to get paid faster, enables better cash flow management, and reduces the costs associated with errors.

The Integration of Trello and pipelinedeals has greatly reduced the gap between sales process and support process. This integration has allowed our sales and support team to be more organized. Our sales team saves time by not having to create a new invoice every time they create a new quote as well as our customer service team saving time by sending an email to the customer when a payment has been approved. Before this integration we had to manually send an email to our customers informing them when their payment was approved because the system would not notify them unless they logged in. Now, we are able to automatically send an email notification about a payment approval without having to log into the system.

The Benefits of Integration of Trello and pipelinedeals have been helping us increase profits by reducing our expenses. This integration has enabled us to spend less money because we don’t have to pay additional fees for sending an email notification when a payment is approved. We have also been able to reduce our expenses related to printing invoices because now we are able to upload PDF files of invoices directly into our accounting system. Furthermore, we have been able to save time by reducing the amount of time it takes to process payments by streamlining the billing process and reducing the amount of time it takes to approve payments.

Overall, the Integration of Trello and pipelinedeals has greatly reduced the gap between sales process and support process. This integration has allowed our sales and support team to be more organized. Our sales team saves time by not having to create a new invoice every time they create a new quote as well as our customer service team saving time by sending an email to the customer when a payment has been approved.

The process to integrate Trello and pipelinedeals 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.