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Trello and Salesforce

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.

2 answers

0 votes
Mike Atlassian Team Jun 18, 2019

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!

0 votes
Iain Dooley Community Leader Jun 22, 2019

@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/

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