Salesforce + Trello: customer-success projects from the CRM.
Create Trello boards or cards from Salesforce wins, mirror task completion back to Salesforce, or use Trello as the execution layer for SFDC-driven projects.
Workflows fire when something happens in Trello.
- Attachment AddedWebhook
- New CardWebhook
- Card MovedWebhook
- Card UpdatedWebhook
- Comment AddedWebhook
Workflows do something in Salesforce, instantly.
- Convert LeadAPI
- Create AccountAPI
- Create ContactAPI
- Create NoteAPI
- Find Contact by EmailAPI
- Get AccountAPI
Pick the way that fits your stack.
Pair pages are mirrored. Each direction gets its own dedicated page.
When something happens in Trello, do it in Salesforce.
7 Trello triggers wired to 13 Salesforce actions. Most-used pairing: Attachment Added → Convert Lead.
Or fire it the other way around.
0 Salesforce triggers wired to 21 Trello actions downstream.
- Use any trigger in the catalog as the upstream.
Common Trello → Salesforce workflows.
Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.
Fires when an attachment is added to a Trello card. Use to copy the file to S3/Drive for backup, virus-scan, or to extract text for downstream processing.
Fires when an attachment is added to a Trello card. Use to copy the file to S3/Drive for backup, virus-scan, or to extract text for downstream processing.
Fires when an attachment is added to a Trello card. Use to copy the file to S3/Drive for backup, virus-scan, or to extract text for downstream processing.
Fires when an attachment is added to a Trello card. Use to copy the file to S3/Drive for backup, virus-scan, or to extract text for downstream processing.
Fires when a new card is created on a Trello board. The standard inbound hook for AI triage, auto-assignment, or external mirroring.
Fires when a new card is created on a Trello board. The standard inbound hook for AI triage, auto-assignment, or external mirroring.
Fires when a new card is created on a Trello board. The standard inbound hook for AI triage, auto-assignment, or external mirroring.
Fires when a new card is created on a Trello board. The standard inbound hook for AI triage, auto-assignment, or external mirroring.
Fires when a card is moved between lists on a Trello board (the classic Kanban-stage-change event). Use to celebrate completion, log cycle-time, or kick off downstream work.
Connect Trello and Salesforce in five steps.
No code, no glue, no half-day setup. Each step is one click.
- 1ConnectAuthorize Trello and Salesforce
Open Tiny Command, authorize Trello and Salesforce once each. Both connections are available to every workflow on your account.
- 2TriggerPick a Trello trigger
Drop the Trello → Attachment Added trigger onto the canvas. Tiny Command auto-registers the webhook.
POST /v1/webhooks/trello.trigger-attachment-added - 3TransformAdd a filter or AI step
Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.
- 4ActionAdd the Salesforce action
Drop the Salesforce → Convert Lead action below it. Map fields from the Trello payload into the Salesforce inputs.
salesforce.convert-lead - 5PublishPublish and forget
Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.
Questions about Trello + Salesforce.
How do I create a Trello card from a Salesforce Opportunity?
Can Trello card moves update Salesforce stages?
How do I create Trello cards from Salesforce Cases?
Can I attach Salesforce documents to Trello cards?
How do I avoid duplicate Trello cards from Salesforce?
Can I show Salesforce account-amount on the Trello card?
Other apps that pair well with Trello.
Wire Trello to Salesforce in 2 minutes.
Free tier available. No credit card. No onboarding call.
