Agendor + Trello
Update Agendor organizations when cards are moved to a list in Trello
Stay on top of your project management and CRM tasks with this workflow. When a card in Trello moves to a new list, this change will directly reflect in Agendor by creating or updating an organization's details. This seamless coordination ensures data accuracy across both platforms, providing a unified approach to task handling and client data management. This automation enhances operational efficiency by maintaining updated records without manual intervention.
Stay on top of your project management and CRM tasks with this workflow. When a card in Trello moves to a new list, this change will directly reflect in Agendor by creating or updating an organization's details. This seamless coordination ensures data accuracy across both platforms, providing a unified approach to task handling and client data management. This automation enhances operational efficiency by maintaining updated records without manual intervention.
- When this happens...
Card Moved to ListTriggers when a Card is moved to a List in Trello, inside the same Board.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update OrganizationCreates or updates an Organization (Empresa).
ActionWriteCreate a new record or update an existing record in your app.
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New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
List
CardRequired
ChecklistRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Label
Custom Labels
Card Position
Member
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
From List
CardRequired
To Board
To ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Card Name
Card Description
Card Due Date
Due Complete
Card Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
ChecklistRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
Card
ChecklistRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
Card
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Task
Triggers when a new Task (Tarefa/Comentário) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Lost
Triggers when a Deal (Negócio) is set as lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Deal
Triggers when a Deal (Negócio) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new Organization (Empresa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new Person (Pessoa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Relates to (Relaciona-se a)Required
Text (Texto)Required
Author (Criador)Required
Due Date (Data de Agendamento)
Assigned Users (Usuários Responsáveis)
Finished? (Finalizada?)
Metrics (Métricas)
Type (Tipo)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal Status (Status do Negócio)Required
End Time (Data de Conclusão)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name (Nome)
Legal Name (Razão Social)
CNPJ
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name (Nome)Required
Role (Cargo)
CPF
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Cnpj
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle (Título)Required
Organization (Empresa)
Person (Pessoa)
Deal Status (Status do Negócio)
Description (Descrição)
Products (Produtos)
Ranking
Start Time (Data de Início)
End Time (Data de Conclusão)
Owner User (Usuário Responsável)
Funnel (Funil)
Value (Valor)
Author (Criador)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName (Nome)Required
CPF
Email
Role (Cargo)
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
BoardRequired
ListRequired
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BoardRequired
CardRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
LabelRequired
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Member(s)Required
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
Organization
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
CardRequired
ChecklistRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List
Card NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
List
CardRequired
SearchRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization
BoardRequired
ListRequired
Card NameRequired
Description
Label
Custom Labels
Card Position
Member
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Deal
Triggers when a new Deal (Negócio) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Won
Triggers when a Deal (Negócio) is set as won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an Organization (Empresa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person (Pessoa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Funnel (Funil)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Value (Valor)
Description (Descrição)
Start Time (Data de Início)
Products (Produtos)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name (Nome)Required
Legal Name (Razão Social)
CNPJ
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name (Nome)Required
EmailRequired
Role (Cargo)
CPF
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title (Título)
Organization (Empresa)
Person
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Cpf
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appName (Nome)Required
CNPJ
Email
Legal Name (Razão Social)
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Agendor
Related categories
