Create a card in Trello when a deal is created in Bitrix24

■Overview

Do you manually transfer deal information managed in Bitrix24 to Trello, your task management tool? This double entry is not only time-consuming—it can also lead to missing or incorrect information, potentially impacting project progress. This workflow automatically creates a card in Trello whenever a new Deal is created in Bitrix24. Seamlessly connect Bitrix24 and Trello to streamline the process from deal management to task management.

■Who This Template Is For

• Sales representatives who manage tasks in Trello based on deal information in Bitrix24
• Teams that manually transfer information between Bitrix24 and Trello and want to eliminate inefficiencies
• Managers who want to automate the entire process from deal creation to task assignment

■Benefits of Using This Template

• Automatically create a Trello card when a Deal is created in Bitrix24, reducing the time spent manually transferring information
• Prevent human errors such as incorrect information entry and missed task creation when transferring data between Bitrix24 and Trello

■Workflow

1. First, connect Bitrix24 and Trello to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new Deal is created”
3. Finally, set the Trello operation to “Create a new card”

※ “Trigger”: An action that starts the flow. “Operation”: An action performed within the flow after the trigger starts.

■Customization Options

• When creating a new card in Trello, choose which board and list to add the card to
• Freely combine Bitrix24 Deal information retrieved by the trigger, such as the Deal name, owner, and amount, with custom text in the card title and description

■Notes

• ‍‍Connect both Bitrix24 and Trello to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.