Help Setting up workflow

[Jasmin Lindgren]

I am trying to create an automated workflow that would have several integrations/triggers. Is there a support team that I can set up a call with in order to help me build out the workflow? I over contracting for a medicare agency. We work with several carriers and onboard a group of agents at a time and I'd like to streamline the process. 

[Jason U]

Hi Jasmin,

That sounds like a great use case — Trello can definitely handle automated workflows with multiple triggers and integrations. While there isn’t a phone-based support team that helps build custom workflows directly, you can absolutely set it up with Trello Automation (Butler) and available integrations.

Here’s how you can get started 👇

⚙️ 1. Build automations with Trello Butler

Trello’s built-in automation tool (called Butler) lets you create:

• Rules that trigger automatically (e.g. “when a card is moved to Done, mark checklist complete”)
• Buttons for repetitive tasks (board or card buttons)
• Scheduled commands (daily, weekly, etc.)

You can combine multiple triggers — for example:

“When a card is added to list ‘New Agent’, set due date to 3 days from now, add label ‘Onboarding’, and post a Slack message.”

🔗 2. Connect external tools

Trello supports direct integrations through Power-Ups or Zapier / Make (Integromat) for connecting with:

• Google Sheets
• Slack / Email
• CRMs or carrier systems
• Calendar tools

Each integration can also trigger Butler rules.