When a deal is won in Airtable, register a task in Trello.

■Overview

This is a flow where a task is registered in Trello when a deal is won in Airtable.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.

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‍■Recommended for

1. Those who manage deal information with Airtable

・Those aiming to expedite follow-ups after a deal is won

・Those who want to create business hours by automating manual tasks

2. Companies using Trello for business

・Those who want to establish standardized business processes

・Those who feel challenged by information sharing and task management

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■Benefits of using this template

With this flow, a new card is automatically created in Trello when the status of deal information in Airtable changes to won.

You can automate routine tasks according to the progress of the deal, eliminating the need to request or instruct tasks each time.

It reduces the hassle of transcription and allows for smooth follow-ups.

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■Notes

・Please integrate Airtable and Trello with Yoom.

・Branching is a feature (operation) available with plans of Mini Plan or higher. In the case of the Free Plan, the operation of the set flow bot will result in an error, so please be careful.

・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.