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Salesforce + Trello Integrations

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Connect Salesforce to Trello
Example screenshots
Example workflows
Triggers and actions
Salesforce + your other apps
Trello + your other apps
Related blog posts
FAQ

Salesforce + Trello integrations

Salesforce > Trello

Trigger

Last triggered

Opportunity stage reached

Add card to list

Overview

Connect Salesforce to Trello in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Trello, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Trello, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Trello integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Use any of these Trello actions in your Relay.app workflows.

Preview of Trigger actions across your apps based on changes in Trello

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Use any of these Trello actions in your Relay.app workflows.

Trigger actions across your apps based on changes in Trello

Example Salesforce + Trello workflows

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Add a new card in Trello for a newly added record in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Trello, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Trello “Add card to list” action for each Salesforce “New record added” event.

Try it

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Automatically add card to list in Trello for each opportunity stage reached in Salesforce

Try it

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Create record automatically in Salesforce for each card added in Trello

Try it

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Update card automatically in Trello for each opportunity stage changed in Salesforce

Try it

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Automatically update record in Salesforce for each list added in Trello

Try it

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Trello Actions

Board

Find list(s)

Card

playlist_add

Add card to list

add

Add checklist

add_comment

Add comment to card

Find card(s)

move_up

Move card

edit

Update card

Checkitem

add

Add checkitem

edit

Update checkitem

Trello Triggers

Board

edit

List changed

target

List first meets conditions

add

New list added

Card

add

Card added to board

edit

Card changed in board

target

Card first meets conditions in board

List

add

Card added to list

edit

Card changed in list

target

Card first meets conditions in list

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Create your own Salesforce + Trello integration

Select a trigger in Salesforce

Select an action in Trello

Create your workflow

Or automate Trello + Salesforce

Select a trigger in Trello

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Trello to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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Jacob Bank

Apr 16, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Trello with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Salesforce or Trello to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Trello to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Trello?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Trello that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Trello—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.