Trello + WellnessLiving

Create Trello cards for new clients added to WellnessLiving group

When a new addition takes place in your WellnessLiving client group, let this workflow instantly translate that into a card creation in your Trello board. It's an excellent way of making sure you're always up to speed with your client engagement, bringing clarity and order to your client management process. This workflow helps you maintain an organized view of all your clients, save time and enhance productivity.

When a new addition takes place in your WellnessLiving client group, let this workflow instantly translate that into a card creation in your Trello board. It's an excellent way of making sure you're always up to speed with your client engagement, bringing clarity and order to your client management process. This workflow helps you maintain an organized view of all your clients, save time and enhance productivity.

  1. When this happens...
    WellnessLivingWellnessLiving
    Added to Client Group

    Triggers when a client is added to a client group in WellnessLiving.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Business NameRequired

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Group NameRequired

    Trigger
    Instant
    Try It
    • Business NameRequired

    • First NameRequired

    • Last NameRequired

    • Email

    • Cell Phone

    • Date of Birth

    • Address

    Action
    Write
    • Business NameRequired

    • Group NameRequired

    • EmailRequired

    Action
    Write
    • Business NameRequired

    • Group NameRequired

    Trigger
    Instant
    Try It
    • Business NameRequired

    • FieldRequired

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Group NameRequired

    • EmailRequired

    Action
    Write
    • Business NameRequired

    • FieldRequired

    • EmailRequired

    • Field Value

    Action
    Write
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

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  • Project Management

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wellnessliving logo
wellnessliving logo

About WellnessLiving

WellnessLiving is a business management tool for online booking management, staff and resource scheduling, point of sale and detailed reporting.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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