Integrate Perfex CRM with Trello to automate your work
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How Zapier works
Zapier makes it easy to integrate Perfex CRM with Trello - no code necessary. See how you can get setup in minutes.
Select a trigger from Perfex CRM
Setup an action from Trello
That’s it! You just connected Perfex CRM to Trello
Set up your first integration
Quickly connect Perfex CRM to Trello with a Zapier template.
Our most popular template
Connect Perfex CRM and Trello to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect Perfex CRM and Trello to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contract
Triggers when a new contract created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Task IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- companyRequired
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SourceRequired
- StatusRequired
- NameRequired
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phone Number
- companyRequired
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- Invoice DateRequired
- Open Till Date
- CurrencyRequired
- Email
- Discount Type
- StatusRequired
- Assigned
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- SubtotalRequired
- TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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 plan - Board
- Time Before
- Time Before (Unit)
- StatusRequired
- 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 plan- Board
- List
- Card
- ChecklistRequired
- NameRequired
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- NameRequired
- DescriptionRequired
- Label
- Custom_labels
- Card Position
- Only cards where you're a 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
- Card
- File Attachments
- URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- 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
- Card
- NameRequired
- DescriptionRequired
- Due Date
- Due Complete
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- 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.- Board
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- List
- Card
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Member_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- 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 found- Organization
- 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 Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Ticket
Triggers when a new Ticket is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- Allowed Payment Modes
- Billing Street
- SubtotalRequired
- TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Related TypeRequired
- Customer IdRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Start DateRequired
- Is Public
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related IDRequired
- Tags
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- SubtotalRequired
- TotalRequired
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- StatusRequired
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- companyRequired
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
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 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 plan - Organization
- 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
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Label
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Only cards where you're a member?
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Checklist Name
- 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
- Card
- Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- 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.- Board
- NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- List
- Card
- ChecklistRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Board
- List
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- 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 found- Board
- List
- Card
- SearchRequired
- Checklist Name
- 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 found- Organization
- Board
- List
- NameRequired
- DescriptionRequired
- Label
- Custom_labels
- Card Position
- Only cards where you're a 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 found