Perfex CRM + Trello
Create Trello cards for new tasks in Perfex CRM
Stay on top of your tasks in a seamless way! With this workflow, every new task in Perfex CRM creates a card in Trello instantly. Turn chaos into order by keeping track of your work in both platforms without extra effort. Perfect for project managers, this setup helps you manage tasks effectively and efficiently.
Stay on top of your tasks in a seamless way! With this workflow, every new task in Perfex CRM creates a card in Trello instantly. Turn chaos into order by keeping track of your work in both platforms without extra effort. Perfect for project managers, this setup helps you manage tasks effectively and efficiently.
- When this happens...
New TaskTriggers when a new task is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CardAdds a new card on a specific board and list.
ActionWriteCreate a new record or update an existing record in your app.
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New Contract
Triggers when a new contract created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask 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
Phonenumber
Company
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
DateRequired
Open Till Date
Currency IdRequired
EmailRequired
Discount Type
Status Id
Assigned id
Item IdRequired
Item Related IdRequired
Item Rel TypeRequired
Item DescptionRequired
Item Long DescriptionRequired
Item QuantityRequired
Item RateRequired
Item UnitRequired
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.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 ZapPollingZapier checks for new data every 15 min on the Free planActivityRequired
Board
List
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Board
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier 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.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
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
Overwrite Description
Card Start Date
Card Due Date
Due Complete
Card Position
Card Closed
Cover Info
Card Color
Brightness
Attachment ID
URL
Size
Location Info
Coordinates
Address
Location
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 appInfo
Info Id
Organization
Board
List
Card Name
Card ID
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 foundInfo
Info Id
Organization
BoardRequired
ListRequired
Card NameRequired
Card ID
Description
Label
Custom Labels
Card Position
Member
Start Date
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
Cover Info
Card Color
Brightness
URL
Size
Location Info
Coordinates
Address
Location
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 ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Ticket
Triggers when a new Ticket is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubjectRequired
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 StreetRequired
SubtotalRequired
TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Related TypeRequired
Client 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.Task NameRequired
Start DateRequired
Is Public?
Billable?
Hourly Rate
Milestone
DueDate
Priority
Repeat Every
Cycles
Related TypeRequired
Related ID
Tags
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
Estimate NumberRequired
Estimate DateRequired
Due Date
CurrencyRequired
Item IdRequired
Item Related IdRequired
Item Rel TypeRequired
DescriptionRequired
Item Long DescriptionRequired
Item QuantityRequired
Item RateRequired
Item UnitRequired
SubtotalRequired
TotalRequired
Billing StreetRequired
Billing City
Billing State
Billing Zip
Billing Country
Shipping Street
Shipping State
Shipping Zip
Shipping Country
Tags
Status
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.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 foundNew Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoardRequired
MemberRequired
Membership TypeRequired
Allow Billable Guest
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.BoardRequired
ListRequired
NameRequired
Description
Label
Custom Labels
Card Position
Member
Start Date
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
Cover Info
Card Color
Brightness
URL
Size
Location Info
Coordinates
Address
Location
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
Related categories
