■Overview
The workflow "Create a card in Trello when a Todo object is created in Salesforce" is an ideal automation solution for businesses aiming to streamline their sales processes.
When a Todo is created in Salesforce, a card is automatically generated in Trello, allowing for smooth task management.
This prevents duplicate data entry and management oversights, contributing to improved productivity across the team.
■Who should use this template
・Sales representatives who manage ToDos using Salesforce
・Team leaders looking to streamline task management with Trello
・IT personnel at companies aiming to automate business processes through Salesforce and Trello integration
・Members of sales teams who spend time on manual data entry
■Benefits of using this template
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When a calendar event is created
When a calendar event is updated
When a calendar event is deleted
When a card is newly created (Webhook)
Get Lead records
Update Lead Records
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account records
Update Account records
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity records
Create Opportunity Record
Search Opportunity Records
Get Contact Record
Update Contact records
Create Contact Records
Search Contact Records
Get Custom Object Record
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportsLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on Contact
Log Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter GroupGet File Name
When a card is newly created (Webhook)When card information is updated (Webhook)When card information is updated (Webhook)When card information is created or updated (Webhook)When a file is added to a card (Webhook)
Get board listsCreate a new cardGet labelsGet membersArchive cardMove card to another listInvite member to boardGet cards in a specific listGet card informationChange card cover colorGet list of card custom field informationGet dropdown custom field detailsGet specific custom field settingsGet card custom field itemsUpdate cardSearch Cards
Get information on files attached to a cardDownload fileCreate List
