Clientjoy + Trello integrations
Create Trello cards for new Clientjoy customers
Activate this integration to create your initial project setup tasks in Trello automatically every time a new customer is added to Clientjoy.
- When this happens...

New Client Is AddedTriggers when a new client is added in ClientjoyTriggerInstant - automatically do this!

Create CardAdds a new card on a specific board and list.ActionWrite
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Clientjoy and Trello
Discover other triggers and actions you can use with Clientjoy and Trello
- WorkspaceRequired
- StageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Choose WorkspaceRequired
- Lead Email (optional)
- Lead Id (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose WorkspaceRequired
- Choose Activity TypeRequired
- Activity Name
- Guests
- Starts AtRequired
- Ends AtRequired
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose WorkspaceRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)Required
- Discount value
- When to apply discount?Required
- Is this a recurring Invoice?Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose WorkspaceRequired
- Please choose whether Proposal is for a Lead or CustomerRequired
- Recipient NameRequired
- Recipient EmailRequired
- Name of the Proposal or TitleRequired
- Proposal expiry date
- Choose your custom proposal template
- Choose from Clientjoy's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit (e.g. hours, months, etc.)
- Quantity
- Item Rate
- Choose Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Lead IdRequired
- Name
- Email
- Phone
- Company
- Title
- StageRequired
- SourceRequired
- OwnerRequired
- CurrencyRequired
- Deal size
- Conversion Probablity
- Website
- PrivacyRequired
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose WorkspaceRequired
- Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Clientjoy WorkspaceRequired
- Field To Search ByRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
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 BoardTriggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ActivityRequired
- Board ID
- List ID
- Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Info
- Board ID
- 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 plan- Board IDRequired
- Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- 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 ID
- 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 ID
- List ID
- Card IDRequired
- File Attachments
- URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- From List ID
- Card IDRequired
- To Board ID
- To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- 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 ID
- List ID
- Card IDRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- NameRequired
- Organization ID
- 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 IDRequired
- Label NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List ID
- Card IDRequired
- Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Card IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist IDRequired
- Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- List IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
- Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Trello Query StringRequired
- Organization ID
- Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
- Member_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- 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 found- Organization IDRequired
- 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
- In which workspace you need to add the Customer?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- In which workspace you need to add the Lead?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- Email id of Proposal's receiver (optional)
- Clientjoy ID of Proposal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Clientjoy WorkspaceRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace in ClientjoyRequired
- Lead's nameRequired
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal SizeRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Customer IdRequired
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- CurrencyRequired
- OwnerRequired
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Choose the workspaceRequired
- Team member's email or Full nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workspace in ClientjoyRequired
- Field To Search ByRequired
- Lead's nameRequired
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal SizeRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
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 ID
- List ID
- Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New NotificationTriggers 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 plan- Board IDRequired
- Member IDRequired
- 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 ID
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Label IDRequired
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Member ID(s)Required
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List IDRequired
- NameRequired
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- 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.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card ID
- Checklist IDRequired
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.- Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Card IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List ID
- Card ID
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Label IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- 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 found- Board IDRequired
- List ID
- Card IDRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy ID
- 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
Related categories
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories





