Connect RD Station CRM with Trello
Connect RD Station CRM with Trello to scale and automate your operations.
Explore automation templates
Automate RD Station CRM and Trello with Pluga integrations
For each deal created on RD Station CRM, create/update a card on Trello
For each deal marked as sale on RD Station CRM, create/update a card on Trello
For each task created on RD Station CRM, create/update a card on Trello
For each created contact on RD Station CRM, create/update a card on Trello
When a card is moved to a certain list on Trello, create/update a deal on RD Station CRM
When a card is moved to a certain list on Trello, create or update a contact on RD Station CRM
For each card created on Trello, create or update a contact on RD Station CRM
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RD Station CRM and Trello
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Check out the available triggers and actions in the automation of apps RD Station CRM + Trello
Created deal
For each deal created on RD Station CRM
Deal products
Deal's ID
Deal's Name
Status
Responsible User Email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
For every task created
For each task created on RD Station CRM
Task's ID
Task's Type
Task's Subject
Task's Notes
Task's Status
Completion Date
Due Date
Deal's ID
Creator ID
Created At
Updated At
Owner ID
Responsible Name
Responsible Email
Deal ID
Task-related deal name
Total deal amount related to the task
Pipeline Name
Task-related deal pipeline stage name
Company Name
Company Website
Contact Name
Contact Email
Contact Phone
Contact Title
Created card
For each card created on Trello
Frame name
List name
Card name
Date and time of creation
Creation date in format: DD/MM/YYYY
Creation time
Template creator's full name
Model creator's initials
Template creator username
Card description
Card URL
Delivery date
Closed card
Pinned card
Card comments
Card comment permission
Card invite permission
Card invite permission
Card coverage
The card is publishable
Template Permission
Card can be private
Can you invite?
Selected tags
Card member IDs (Comma-separated)
Card member IDs (Comma-separated)
Card ID
Green chalkboard sticker
Yellow chalkboard label
Orange chalkboard label
Red chalkboard label
Purple chalkboard sticker
Blue chalkboard label
Sky Blue Chalkboard Label
Lime Green Chalkboard Label
Pink Chalkboard Sticker
Black Chalkboard Label
Dark green chalkboard label
Dark yellow chalkboard label
Dark orange chalkboard label
Dark red chalkboard label
Dark purple frame sticker
Dark blue chalkboard label
Dark sky blue chalkboard label
Dark lime green frame label
Dark Pink Chalkboard Label
Dark black frame sticker
Light green chalkboard label
Light yellow frame label
Bright orange frame label
Bright red chalkboard label
Light purple frame label
Light blue chalkboard label
Light sky blue chalkboard label
Light Lime Green Chalkboard Label
Light pink chalkboard label
Light black frame label
Green card label
Yellow card label
Orange card label
Red card label
Purple card label
Blue card label
Sky blue card label
Lime green card label
Pink card label
Black card label
Dark green card label
Dark yellow card label
Dark orange card label
Dark red card label
Dark purple card label
Dark blue card label
Dark sky blue card label
Dark lime green card label
Dark pink card label
Dark black card label
Light green card label
Light yellow card label
Bright orange card label
Bright red card label
Light purple card label
Light blue card label
Light sky blue card label
Light lime green card label
Light pink card label
Light black card label
Lost deal
For each closed deal lost on RD Station CRM
Deal products
Deal's ID
Deal's Name
Status
Responsible user email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
Lost Reason
Created contact
For each created contact on RD Station CRM
Contact's ID
Contact's Name
Contact position
Contact's birthday
Primary Email
First contact phone number
Contact emails (separated by comma)
Contact phone numbers (separated by comma)
Facebook (Username)
LinkedIn (Username)
Company Name
Company Website
Company Description
Company Owner Name
Company Followers
Created At
Updated At
Card moved to a list containing attachments
When a card with attachments is moved to a certain list on Trello
Board's name
List's name
Card name
Date/time
Date
Time
model's creator full name
Model's creator initials
Model's creator username
Card's description
Card's url
Due date
Closed card
Pinned card
Card's comments
Card's permission comments
Card's permission invitations
Card's permission invitations
Card's cover
Can be public
Model's permission
Can card be private
Can invite
Selected labels
Card member IDs (Comma-separated)
Card member IDs (Comma-separated)
Card ID
Board's green label
Board's yellow label
Board's orange label
Board's red label
Board's purple label
Board's blue label
Board's sky label
Board's lime label
Board's pink label
Board's black label
Board's dark green label
Board's dark yellow label
Board's dark orange label
Board's dark red label
Board's dark purple label
Board's dark blue label
Board's dark sky label
Board's dark lime label
Board's dark pink label
Board's dark black label
Board's light green label
Board's light yellow label
Board's light orange label
Board's light red label
Board's light purple label
Board's light blue label
Board's light sky label
Board's light lime label
Board's light pink label
Board's light black label
Card's green label
Card's yellow label
Card's orange label
Card's red label
Card's purple label
Card's blue label
Card's sky label
Card's lime label
Card's pink label
Card's black label
Card's dark green label
Card's dark yellow label
Card's dark orange label
Card's dark red label
Card's dark purple label
Card's dark blue label
Card's dark sky label
Card's dark lime label
Card's dark pink label
Card's dark black label
Card's light green label
Card's light yellow label
Card's light orange label
Card's light red label
Card's light purple label
Card's light blue label
Card's light sky label
Card's light lime label
Card's light pink label
Card's light black label
Link to attached file(s)
Name of the file that contains all the zipped files
Deal marked as won
For each deal marked as sale on RD Station CRM
Deal products
Deal's ID
Deal's Name
Status
Responsible user email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
Card moved to a list
When a card is moved to a certain list on Trello
frame name
list name
card name
Update date/time
Update date (DD/MM/YYYY)
Update time
creator name
creator initials
creator username
card description
card url
delivery date
closed
pinned
card comments
comments
self join
invitations
card covers
can be public
can be org
can be private
can invite
Selected labels
Card member IDs (Comma-separated)
Card member IDs (Comma-separated)
Card ID
green label
yellow label
orange label
red label
purple label
blue label
light blue chalkboard sticker
lime label
pink label
black label
Dark green chalkboard label
Dark yellow chalkboard label
Dark orange chalkboard label
Dark red chalkboard label
Dark purple frame sticker
Dark blue chalkboard label
Dark sky blue chalkboard label
Dark lime green frame label
Dark Pink Chalkboard Label
Dark black frame sticker
Light green chalkboard label
Light yellow frame label
Bright orange frame label
Bright red chalkboard label
Light purple frame label
Light blue chalkboard label
Light sky blue chalkboard label
Light Lime Green Chalkboard Label
Light pink chalkboard label
Light black frame label
green card label
yellow card label
orange card label
red card label
purple card label
blue card label
light blue card label
light green card label
pink card label
black card label
Dark green card label
Dark yellow card label
Dark orange card label
Dark red card label
Dark purple card label
Dark blue card label
Dark sky blue card label
Dark lime green card label
Dark pink card label
Dark black card label
Light green card label
Light yellow card label
Bright orange card label
Bright red card label
Light purple card label
Light blue card label
Light sky blue card label
Light lime green card label
Light pink card label
Light black card label
Create or update company
create or update a company on RD Station CRM
Company Name Required
Company responsible user Required
Update organization owner
Company URL
Company Summary
Create or update deal (multiple items)
create or update a deal in RD Station CRM
Distribute new deals
Select sellers
User email
User name
Deal owner update logic
Team that will receive deals
Deal Name
Deal owner
Deal Qualification
Source selection mode
Source Name
Source Name
Campaign selection mode
Name of the Campaign/Marketing Action
Campaign Name
Deal forecast date
Deal Status
Deal loss reason
Contact name
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company/Customer Name
Organization owner
Update organization owner
Company website URL
Company Resume
Task's subject
Task's owner
Task's date and time
Task's type
Task's notes
Created by
Deal's note
Product: Discount Type
Products
Products
Search Organizations
Search Organizations on RD Station CRM
Search field
Search term
Result limit
No company found?
Criar tarefa
Create task in RD Station CRM
Deal ID Required
Task type Required
Subject Required
Date and time Required
Assignee
Create or update contact
create or update a contact on RD Station CRM
Contact name Required
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company Name
Organization Owner ID
Update organization owner
Company URL
Company Resume
Search deals
Search deals on RD Station CRM
Search field
Search term
Result limit
No deals found?
Get deal by ID or Email
Get deal by ID or Email on RD Station CRM
ID or Email Required
Create/Update card
create/update a card on Trello
Card update
Types of cards to be updated
card name Required
card description
Select a label
Card attachment
Select a member
delivery date
Card template
Checklist name
Checklist items
Checklist tab
Create or update deal (single item)
create/update a deal on RD Station CRM
Distribute new deals
Select sellers
User email
User name
Deal owner update logic
Team that will receive deals
Deal name
Deal Owner
Deal Qualification
Source selection mode
Source Name
Source Name
Campaign selection mode
Name of the Campaign/Marketing Action
Campaign Name
Deal forecast date
Deal Status
Deal loss reason
Contact name
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company/Customer Name
Company Owner
Update organization owner
Company website URL
Company Resume
Product/Service Name
Product/service description
Product/Service Price
Product/Service Quantity
Product discount type
Product discount
Task's subject
Task's owner
Task's date and time
Task's type
Task's notes
Created by
Deal Note
Search contacts
Search Contact on RD Station CRM
Search field
Search term
Result limit
No contacts found?
Mark deal as won
Mark a deal as won in RD Station CRM.
Deal ID Required
Note
Search cards
Search cards in Trello
Search mode
Search string
Search filters
Result limit
No cards found?
Boost this flow in your workflow
With Pluga, you connect RD Station CRM + Trello to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "When a card is moved to a certain list on Trello".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with RD Station CRM and what Pluga should run automatically at each step. Example: "Mark a deal as won in RD Station CRM."
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
RD Station CRM
CRMConnect RD Station CRM to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
Trello
ProjectConnect Trello to 133+ apps with Pluga and turn your work into a productive machine. Create tasks and cards automatically from what happens in other systems, update statuses without opening app after app and keep your team aligned around the same place.
