Trello + Capsule CRM Integration

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Trello + Capsule CRM Integration

Create Capsule CRM task for new Trello checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Capsule CRM? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in Capsule CRM for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Trello + Capsule CRM Integration
1.
  • Trello
    Card is created in Trello
  • Trello
    Card is moved to list in Trello Instant
  • Trello
    Card is updated in Trello Instant
  • Trello
    Comment is added to a card in Trello
  • Trello
    Card is archived in Trello
  • Trello
    Label is added to card in Trello Instant
  • Trello
    Notification is created in Trello
  • Trello
    Checklist is created in Trello
  • Trello
    Activity is created in Trello Instant
  • Trello
    Member is added to card in Trello
  • Trello
    Board is added in Trello
  • Trello
    Label is created in Trello
  • Trello
    Attachments is added to card in Trello
  • Trello
    List is created in Trello
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
2.
  • Trello
    Create card in Trello
  • Trello
    Update card in Trello
  • Trello
    Move card to list in Trello
  • Trello
    Find card in Trello
  • Trello
    Add member to card in Trello
  • Trello
    Archive card in Trello
  • Trello
    Get attachments of card in Trello
  • Trello
    Get card by ID in Trello
  • Trello
    Create board in Trello
  • Trello
    Search board in Trello
  • Trello
    Copy board in Trello
  • Trello
    Close board in Trello
  • Trello
    Create checklist Item in Trello
  • Trello
    Add attachment to card in Trello
  • Trello
    Complete checklist Item in card in Trello
  • Trello
    Search list on board in Trello
  • Trello
    Find checklist item in Trello
  • Trello
    Create custom field in Trello
  • Trello
    Assign member to board in Trello
  • Trello
    Search member in Trello
  • Trello
    Add checklist to card in Trello
  • Trello
    Find checklist in Trello
  • Trello
    Delete checklist in card in Trello
  • Trello
    Create list in Trello
  • Trello
    Create comment in Trello
  • Trello
    Add label to card in Trello
  • Trello
    Add existing label to card in Trello
  • Trello
    Remove label in Trello
  • Trello
    Create label to board in Trello
  • Trello
    Find label on board in Trello
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
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750 Tasks
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