Method CRM + Trello + Filter by Zapier + Formatter by Zapier
Create Trello cards from new Method to-do activities
Do you struggle to keep track of everything you need to do? Connect Method and Trello to make project management easier. As you create to-do activities in Method watch as they automatically appear in your Trello board as new cards.
Do you struggle to keep track of everything you need to do? Connect Method and Trello to make project management easier. As you create to-do activities in Method watch as they automatically appear in your Trello board as new cards.
- When this happens...New Activity
Triggers when a new activity is added.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Card
Triggers when a new card is added.
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New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try ItFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields
