QuoteRUSH + Trello
Add new leads in QuoteRUSH when cards are moved to a list in Trello
With this workflow, you'll streamline your lead management process. Whenever you move a card to a specified list in Trello, a new lead is instantly created in QuoteRUSH. Not only does this save you from manual data entry, it ensures that your sales team always has the most current leads at their fingertips. Experience increased productivity and efficiency in your sales process with this straightforward automation.
With this workflow, you'll streamline your lead management process. Whenever you move a card to a specified list in Trello, a new lead is instantly created in QuoteRUSH. Not only does this save you from manual data entry, it ensures that your sales team always has the most current leads at their fingertips. Experience increased productivity and efficiency in your sales process with this straightforward automation.
- When this happens...
Card Moved to ListTriggers when a Card is moved to a List in Trello, inside the same Board.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add LeadThis action imports a lead into QuoteRUSH
ActionWriteCreate a new record or update an existing record in your app.
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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 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 planBoard 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 appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrello Query StringRequired
Organization ID
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard 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 foundOrganization 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
New Lead Added
Triggers when a new lead is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Board ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New 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 planBoard 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 appBoard IDRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card ID
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card IDRequired
Checklist IDRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
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 appBoard 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 foundBoard 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 foundLead Modified
This trigger polls for modified leads.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFirst NameRequired
Middle Name
Last NameRequired
Gender
Date of Birth
Email Address
Phone Number
Credit Permission (Yes or No)
Assumed Credit Score
Marital Status
Industry
Occupation
Mailing Address (Line 1)
Mailing Address (Line 2)
Mailing City
Mailing State
Mailing Zipcode
Type of Homeowner's Policy
Property Address (Line 1)
Property Address (Line 2)
Property City
Property State
Property Zipcode
New Purchase
Co-Applicant First Name
Co-Applicant Middle Name
Co-Applicant Last Name
Co-Applicant Gender
Co-Applicant Date of Birth (mm/dd/yyyy)
Co-Applicant E-Mail Address
Co-Applicant Phone Number
Co-Applicant Marital Status
Co-Applicant Industry
Co-Applicant Occupation
Lead Source
Gated Community
Year Built
Square Feet
Number of Stories
Usage Type
Type of Pool
Wall Type
Structure Type
Type of Foundation
Wall Construction
Roof Shape
Roof Material
Roof Update Type
Roof Update Year
Plumbing Update Type
Plumbing Update Year
Heating / AC Update Type
Heating Update Year
Water Heater Update Year
Electrical Update Type
Electrical Update Year
Previous Address Line 1
Previous Address Line 2
Previous Address City
Previous Address Zipcode
Previous Address State
Last Month at Previous Address
Last Year at Previous Address
Burglar Alarm
Dog Breed(s)
Currently Insured (Property)
Current Carrier (Property)
Current Expiration Date (Property)
Current Annual Premium (Property)
Effective Date for Policy (Property)
Months Owner Occupied
Purchase Price
Purchase Date
Current Carrier (Auto Policy)
Current Policy Expiration Date (Auto Policy)
Current Annual Premium (Auto Policy)
Bodily Injury Coverage Amount (Auto Policy)
Property Damage Coverage (Auto Policy)
Medical Payments Coverage (Auto Policy)
Uninsured Motorist Bodily Injury Coverage (Auto Policy)
PIP Deductible (Auto Policy)
Wage Loss Coverage (Auto Policy)
Current Policy Liability Limits (Auto Policy)
Years Continuously Insured (Auto Policy)
Desired Policy Term (Auto Policy)
EFT Payments
Number of Years with Current Carrier (Auto Policy)
Effective Date for Policy (Auto Policy)
Residence Type (Auto Policy)
Vehicle 1 Year
Vehicle 1 Make
Vehicle 1 Model
Vehicle 1 VIN Number
Vehicle 1 Ownership Status
Vehicle 1 Comprehensive Deductible
Vehicle 1 Collision Deductible
Vehicle 2 Year
Vehicle 2 Make
Vehicle 2 Model
Vehicle 2 VIN Number
Vehicle 2 Ownership Status
Vehicle 2 Comprehensive Deductible
Vehicle 2 Collision Deductible
Vehicle 3 Year
Vehicle 3 Make
Vehicle 3 Model
Vehicle 3 VIN Number
Vehicle 3 Ownership Status
Vehicle 3 Comprehensive Deductible
Vehicle 3 Collision Deductible
Vehicle 4 Year
Vehicle 4 Make
Vehicle 4 Model
Vehicle 4 VIN Number
Vehicle 4 Ownership Status
Vehicle 4 Comprehensive Deductible
Vehicle 4 Collision Deductible
Vehicle 1 Vehicle Use
Vehicle 2 Vehicle Use
Vehicle 3 Vehicle Use
Vehicle 4 Use Type
Vehicle 1 Miles One Way
Vehicle 2 Miles One Way
Vehicle 3 Miles One Way
Vehicle 4 Miles One Way
Vehicle 1 Towing Coverage
Vehicle 2 Towing Coverage
Vehicle 3 Towing Coverage
Vehicle 4 Towing Coverage
Vehicle 1 Rental Coverage
Vehicle 2 Rental Coverage
Vehicle 3 Rental Coverage
Vehicle 4 Rental Coverage
Driver 1 First Name
Driver 1 Middle Name
Driver 1 Last Name
Driver 1 Gender
Driver 1 License Number
Driver 1 License State
Driver 1 Date of Birth
Driver 1 Marital Status
Driver 1 Education Level
Driver 1 Age First Licensed
Driver 2 First Name
Driver 2 Middle Name
Driver 2 Last Name
Driver 2 Gender
Driver 2 License Number
Driver 2 License State
Driver 2 Date of Birth
Driver 2 Marital Status
Driver 2 Education Level
Driver 2 Age First Licensed
Driver 1 Industry
Driver 1 Occupation
Driver 2 Industry
Driver 2 Occupation
Driver 3 First Name
Driver 3 Middle Name
Driver 3 Last Name
Driver 3 Gender
Driver 3 License Number
Driver 3 License State
Driver 3 Date of Birth
Driver 3 Marital Status
Driver 3 Education Level
Driver 3 Age First Licensed
Driver 3 Industry
Driver 3 Occupation
Driver 4 First Name
Driver 4 Middle Name
Driver 4 Last Name
Driver 4 Gender
Driver 4 License Number
Driver 4 License State
Driver 4 Date of Birth
Driver 4 Marital Status
Driver 4 Education Level
Driver 4 Age First Licensed
Driver 4 Industry
Driver 4 Occupation
Manufacturer (Mobile Home only)
Make (Mobile Home only)
Model (Mobile Home only)
Length (Mobile Home only)
Width (Mobile Home only)
Name of Mobile Home Park (Mobile Home only)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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