Hello - I am using Trello and Salesforce. I am able to link a card to a Salesforce record. Is there a way to automatically move a card from one list to another list based on the status of the record in Salesforce? This is on my "Luke's Sales Pipeline" board. Please advise. Thank you.
Hi Luke,
I'm afraid not—Trello can't action any card based on changes like that, but I agree that would be really helpful. I'll make sure our team knows that's something you'd like to see in the future!
@Luke Vickery you can create this using then APIs for SalesForce and Trello. I did a pretty complicated implementation recently and the OAuth setup for SalesForce is pretty painful but once you get it running it's reliable.
You could also use Zapier:
https://zapier.com/help/what-salesforce-triggers-and-actions-are-supported/
It looks like you're new here. Sign in or register to get started.