PortalCX + Trello

Create portals in PortalCX when cards are moved to lists in Trello

Need an easy way to stay responsive to updates in your projects? This Zap can help. It automatically creates a new portal in PortalCX for your customer whenever a card is moved to a list in Trello.

Need an easy way to stay responsive to updates in your projects? This Zap can help. It automatically creates a new portal in PortalCX for your customer whenever a card is moved to a list in Trello.

  1. When this happens...
    TrelloTrello
    Card Moved to List

    Triggers when a Card is moved to a List in Trello, inside the same Board.

    TriggerInstant
  2. automatically do this!
    PortalCXPortalCX
    Create Project From Template

    Creates a project portal based on the project template setup in your PortalCX account.

    ActionWrite
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Supported triggers and actions

  • Trello triggers, actions, and search

    New Board

    Triggers when a new board is added.

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Scheduled
    Try It
    • ActivityRequired

    • Board

    • List

    • Card

    Trigger
    Instant
    Try It
    • Board

    • Time Before

    • Time Before (Unit)

    • Status

    • Only cards where you're a member?

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Filter

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Instant
    Try It
    • BoardRequired

    • CardRequired

    Trigger
    Instant
    Try It
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portal-cx logo

About PortalCX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

Related categories

  • Sales & CRM
trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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