Create Trello card for new Refersion affiliate
Refersion + Trello Integration
Refersion + Trello Integration
Integrate Refersion to Trello in one click, or tell Integrately AI how you want each affiliate handled. Track partner details, create cards for new signups, update project boards, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Affiliate is created in Refersion Instant- Conversion is created in Refersion Instant
- Affiliate status is changed in Refersion Instant
- Affiliate details are changed in Refersion Instant
- Conversion is approved in Refersion Instant
- Conversion is denied in Refersion Instant
- Conversion trigger is created in Refersion Instant
- Payment is created in Refersion Instant
Card is created in Trello- Card is moved to list in Trello Instant
- Card is updated in Trello Instant
- Comment is added to a card in Trello
- Card is archived in Trello
- Label is added to card in Trello Instant
- Notification is created in Trello
- Checklist is created in Trello
- Activity is created in Trello Instant
- Member is added to card in Trello
- Board is added in Trello
- Label is created in Trello
- Attachments is added to card in Trello
- List is created in Trello
2.
- Create affiliate in Refersion
- Search affiliate in Refersion
- Get affiliate in Refersion
- Add conversion cancellation in Refersion
- Find checklist item in Trello
- Get board by ID in Trello
- Get list by ID in Trello
- Get checklist item by id in Trello
- Get member by ID in Trello
- Find card in Trello
- Get organization by ID in Trello
- Get label by ID in Trello
- Create card in Trello
- Update card in Trello
- Move card to list in Trello
- Add member to card in Trello
- Archive card in Trello
- Get attachments of card in Trello
- Get card by ID in Trello
- Create board in Trello
- Search board in Trello
- Copy board in Trello
- Close board in Trello
- Create checklist Item in Trello
- Add attachment to card in Trello
- Complete checklist Item in card in Trello
- Search list on board in Trello
- Create custom field in Trello
- Assign member to board in Trello
- Search member in Trello
- Add checklist to card in Trello
- Find checklist in Trello
- Delete checklist in card in Trello
- Create list in Trello
- Create comment in Trello
- Add label to card in Trello
- Add existing label to card in Trello
- Remove label in Trello
- Add label to board in Trello
- Find label on board in Trello
Trusted by experts at...
Ready Workflows for Refersion + Trello Integration
Track new affiliates, create cards for conversions, organise project boards, alert your team, and manage follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Refersion + Trello flow
Keep your store, email, and messaging aligned the moment affiliates and conversions are updated. Pick a combination and activate it in one click.
+
Shopify (5)
Shopify (5) +
Mailchimp (5)
Mailchimp (5) +
Slack (5)
Slack (5) +
Google Sheets (5)
Google Sheets (5) +
PayPal (5)
PayPal (5) +
HubSpot (5)
HubSpot (5) R
T
S
Create a Trello card when an affiliate is created in Refersion, and add a customer in Shopify
New Refersion affiliates immediately appear as Trello cards and create customer profiles in Shopify without manual data entry.
R
T
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When a conversion is approved in Refersion, update the Trello card and create an order in Shopify
Approved affiliate conversions update your Trello boards and log orders in Shopify automatically.
R
T
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Add a Trello card for new Refersion affiliates, and search customers in Shopify
New affiliates trigger Trello card creation and verify existing customer records in Shopify.
R
T
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When affiliate status changes in Refersion, move the Trello card and update the Shopify customer
Affiliate status updates automatically move Trello cards and refresh customer records in Shopify.
R
T
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Use Claude to evaluate new Refersion affiliates, create a Trello card, and add a Shopify customer
Claude analyses new affiliate applications before creating Trello cards and Shopify customer profiles.
Supported triggers and actions for Refersion and Trello
Mix and match to build the exact automation you need
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
Try it → Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
Try it → Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
Try it → Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
Try it → Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
Try it → Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
Try it → Trello Triggers & Actions
Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
Try it → Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
Try it → Instant
Activity is created in Trello
Triggers the automation when a new activity is created
Try it → Member is added to card in Trello
Triggers the automation when a member is assigned to a card
Try it → Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
Try it → What can you automate with Refersion + Trello?
Streamline your affiliate marketing workflows by connecting partner signups, conversions, and status updates directly to your project boards.
📋
Create Trello cards automatically for every new affiliate
Instantly generate a task card on your Trello board whenever an affiliate is created in Refersion, eliminating manual copy-pasting and missed partner records.
🔍
Capture every submitted affiliate detail and conversion field
Map complete partner submission data, commission amounts, and referral IDs directly into your Trello card descriptions for comprehensive tracking.
🔔
Notify your team the moment conversions occur
Alert project members instantly in Slack or via board notifications whenever a new conversion is created or approved in Refersion.
🔀
Route cards dynamically based on affiliate status or tier
Send high-value partner signups to priority Trello lists while routing standard applications to regular review queues automatically.
🔄
Keep project boards updated as affiliate statuses change
Move cards across lists automatically whenever an affiliate status is changed or a conversion is approved in Refersion.
♻️
Search and update existing cards instead of creating duplicates
Look up existing Trello cards by affiliate email or ID and update their status rather than generating duplicate entries.
💳
Handle later payments and conversion cancellations smoothly
Trigger board updates or archive cards automatically when a payment is created or a conversion cancellation is added in Refersion.
🔗
Extend affiliate workflows into Slack and Google Sheets
Connect your Refersion and Trello core flow with Slack and Google Sheets to log data and notify stakeholders in real time.
And much more...
Who is Refersion + Trello integration for?
Affiliate managers, marketing teams, and agency owners who need to track partner signups and conversions without manual tracking errors slowing down project workflows.
Affiliate Managers
Campaign Directors
Agency Account Leads
Operations Teams
Project Coordinators
Finance Administrators
📈
Affiliate Managers
You're reviewing monthly affiliate reports, but tracking sheets only update when exported manually so your revenue numbers are always hours behind — with this integration, every new conversion lands in your project board instantly and your reporting stays accurate.
⚡
Campaign Directors
You're monitoring urgent partner signups, but delays in spotting new affiliates mean onboarding falls behind schedule — automating both apps means every new partner triggers an immediate card creation so your team acts without delay.
🤝
Agency Account Leads
You're reporting program growth to clients, but missing status updates lead to disjointed campaign reviews — connecting these apps means every affiliate status change updates your project boards seamlessly, giving clients a clear view.
⚙️
Operations Teams
You're handling high volumes of daily affiliate applications, but manual data entry causes missed signups — this integration means every affiliate created in Refersion automatically populates your workflow boards without manual effort.
📋
Project Coordinators
You're waiting for partner details to kick off tasks, but communication gaps stall campaign launches — automating both apps means new conversions immediately assign tasks across your team workflows.
📊
Finance Administrators
You're reconciling affiliate payouts, but missing transaction logs create reconciliation discrepancies — connecting these apps means every payment created in Refersion logs complete audit trails in your tracking workspace.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Refersion + Trello
Build and manage your Refersion + Trello automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Refersion + Trello with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Refersion + Trello Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Refersion to Trello?
You can connect Refersion to Trello in 1 click using ready automation templates or ask Integrately AI to build the integration. It links Refersion, Trello, and tools like Slack, Google Sheets, and Shopify seamlessly.
Can I automatically create a Trello card when a new conversion occurs in Refersion?
Can I connect Refersion, Trello, and Slack?
What is a good Zapier alternative for Refersion and Trello?
How are affiliate status changes handled between Refersion and Trello?
Can Trello cards be updated when a conversion is approved in Refersion?
Do I need coding skills to set up this integration?
Is the Refersion and Trello integration free?
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