Automate Trello with RD Station CRM
Unlock the superpowers of Trello + RD Station CRM and automate your tasks without having to write a single line of code.
Trello and RD Station CRM
your way
Check out the available triggers and actions in the automation of apps Trello + RD Station CRM
Card moved to a list
When a card is moved to a certain list on TrelloTrigger
frame name
list name
card name
Date and time of creation
Creation date in format: DD/MM/YYYY
Creation 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 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
Created opportunity
For each opportunity created on RD Station CRMTrigger
Deal's ID
Opportunity Name
Responsible User
Responsible User Email
Sales pipeline
Sales pipeline stage
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Campaign Name
Source Name
Reason for Loss
Company Name
Company's adress
Company user id number
Company username
Company URL
Company segments (comma separated)
Seller team ID (separated by comma)
Organization contact emails (comma separated)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity note
Company ID
Product names (separated by commas)
Product descriptions (comma separated)
Product IDs (separated by commas)
Product quantities (separated by comma)
Product prices (separated by comma)
Product Names, Descriptions, Quantities and Prices (separated by comma)
Total Gross Products
Total Discount
Unique amount
Recurring amount
Total amount
Qualification
Opportunity Win
Paused Opportunity
Creation date
Closing date
Closing Forecast
Created At in the format 'yyyy-mm-dd'
Created At in the format 'dd/mm/yyyy'
Creation date formatted in 'yyyy-mm-dd HH:mm:ss'
Closed At in the format 'yyyy-mm-dd'
Closed At in the format 'dd/mm/yyyy'
Closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Prediction date in the format 'yyyy-mm-dd'
Prediction date in the format 'dd/mm/yyyy'
Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Date and time the opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
Opportunity moved to specific stage in pipeline
For each opportunity moved to a certain stage in the RD Station CRM funnelTrigger
Deal's ID
Opportunity Name
Responsible user name
Email of the responsible user
Sales pipeline
Sales pipeline stage
Contact name
Contact position
Contact Email
Contact Phone
Contact's Birthday
Campaign Name
Source Name
Reason for Loss
Company Name
Company's adress
Company user id number
Company username
Company URL
Company segments (comma separated)
Seller team ID (separated by comma)
Organization contact emails (comma separated)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity note
Company ID
Product names (separated by comma)
Product descriptions (comma separated)
Product IDs (separated by comma)
Product quantities (separated by commas)
Product prices (separated by comma)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Full discount
Unique amount
Recurring amount
Total amount
Qualification
Negotiation Wins
Paused Trading
Creation date
Closing date
Estimated closing date
Created At in the format 'yyyy-mm-dd'
Created At in the format 'dd/mm/yyyy'
Creation date formatted in 'yyyy-mm-dd HH:mm:ss'
Closed At in the format 'yyyy-mm-dd'
Closed At in the format 'dd/mm/yyyy'
Closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Prediction date in the format 'yyyy-mm-dd'
Prediction date in the format 'dd/mm/yyyy'
Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Date and time the opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
Created card
For each card created on TrelloTrigger
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 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 opportunity
For each closed deal lost on RD Station CRMTrigger
Deal's ID
Opportunity Name
Responsible user
Email of the responsible user
Sales pipeline
Sales pipeline stage
Contact name
Contact position
Contact email
Contact phone
Contact's birthday
Campaign Name
Source Name
Reason for Loss
Company Name
Company's adress
Company user id number
Company username
Company URL
Organization segments (comma separated)
Seller team ID (separated by comma)
Organization contact emails (comma separated)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity note
Company ID
Product names (separated by commas)
Product descriptions (comma separated)
Product IDs (separated by commas)
Product quantities (separated by comma)
Product prices (separated by comma)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Full discount
Unique Amount
Recurring Amount
Total amount
Qualification
Opportunity Win
Paused Trading
Creation date
Closing date
Estimated closing date
Created At in the format 'yyyy-mm-dd'
Created At in the format 'dd/mm/yyyy'
Creation date formatted in 'yyyy-mm-dd HH:mm:ss'
Closed At in the format 'yyyy-mm-dd'
Closed At in the format 'dd/mm/yyyy'
Closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Prediction date in the format 'yyyy-mm-dd'
Prediction date in the format 'dd/mm/yyyy'
Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Date and time the opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
For every task created
For each task created on RD Station CRMTrigger
Task ID
Task type
Task subject
Task-related opportunity name
Task-related opportunity pipeline stage name
Task-related opportunity creation date
Total opportunity amount related to the task
Task date and time
Task's date and time (BR timezone)
Task date
Task time
Task notes
Task completion date
Name of the company related to the task
Address of the company related to the task
Names of contacts related to the task (separated by commas)
Job titles of contacts related to the task, separated by commas
Emails from contacts related to the task, separated by a comma and vertical bar
Contact emails related to the task, separated by commas
Telephone numbers of contacts related to the task, separated by commas
Names, positions, emails and telephone numbers of contacts related to the task, separated by commas
Name of users related to the task
Email of users related to the task
Task completion status
Card moved to a list containing attachments
When a card with attachments is moved to a certain list on TrelloTrigger Premium
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 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
Opportunity marked as sale
For each opportunity marked as sale on RD Station CRMTrigger
Deal's ID
Opportunity Name
Responsible User
Responsible User Email
Sales pipeline
Sales Pipeline Stage
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Campaign Name
Source Name
Reason for Loss
Company Name
Company's adress
Company user id number
Company username
Company URL
Company segments (comma separated)
Seller team ID (separated by comma)
Organization contact emails (comma separated)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity note
Company ID
Product names (separated by comma)
Product descriptions (comma separated)
Product IDs (separated by comma)
Product quantities (separated by comma)
Product prices (separated by comma)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Full discount
Unique Amount
Recurring Amount
Total Amount
Qualification
Negotiation Wins
Paused Trading
Creation date
Closing date
Estimated closing date
Created At in the format 'yyyy-mm-dd'
Created At in the format 'dd/mm/yyyy'
Creation date formatted in 'yyyy-mm-dd HH:mm:ss'
Closed At in the format 'yyyy-mm-dd'
Closed At in the format 'dd/mm/yyyy'
Closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Prediction date in the format 'yyyy-mm-dd'
Prediction date in the format 'dd/mm/yyyy'
Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Date and time the opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
Created contact
For each created contact on RD Station CRMTrigger
Contact ID
Contact name
Contact position
Contact's birthday
Contact Linkedin
Contact-related opportunities
Contact emails (separated by comma)
Contact phone numbers (separated by comma)
First contact phone number
Organization of contact
Contact organization website
Address of the contact organization
Create/Update card
create/update a card on TrelloAction
Card update
Types of cards to be updated
card name
card description
Select a label
Card attachment
Select a member
delivery date
Card template
Checklist name
Checklist items
Checklist tab
Create or update company
create or update a company on RD Station CRMAction
Company Name Required
Company URL
Company Summary
Create or update opportunity
create/update an opportunity on RD Station CRMAction
Distribute new deals
Select sellers
Team that will receive opportunities
Email of the Responsible
Atualização de oportunidades
Deal owner update logic
Update criteria for negotiations
Opportunity name Required
Deal forecast date
Opportunity Qualification
Opportunity status
Contact updates
Company/Customer Name
Company website URL
Contact name Required
Contact Phone
Contact Email
Contact Position
Source Name
Name of the Campaign/Marketing Action
Product/Service Name
Product/service description
Product/Service Price
Product/Service Quantity
Product discount type
Product discount
Task Subject
Task date
Task type
Assignment Notes
Opportunity Note
Create or update contact
create or update a contact on RD Station CRMAction
Contact name Required
Update contact based on
Contact Email
Contact Phone
Contact Position
Organization Name
Organization URL
Contact's Birthday
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Automate Trello and RD Station CRM
with Pluga integrationsExplore automation templates
For each opportunity marked as sale on RD Station CRM, create a card on Trello
EXPLOREFor each opportunity created on RD Station CRM, create a card on Trello
EXPLOREFor each opportunity moved to a certain stage in the RD Station CRM funnel, create a card on Trello
EXPLOREFor each card created on Trello, create/update an opportunity on RD Station CRM
EXPLOREFor each task created on RD Station CRM, create a card on Trello
EXPLOREFor each card created on Trello, create or update a contact on RD Station CRM
EXPLOREWhen a card is moved to a certain list on Trello, create or update a contact on RD Station CRM
EXPLOREFor each created contact on RD Station CRM, create a card on Trello
EXPLOREMiss an automation with this apps?
Say to us!How to integrate apps with Pluga?
Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.
Automate Trello + RD Station CRM
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. Trello
ProjectTrello is a project and task management platform that uses various visual formats (such as boards, lists, and cards) to organize information, collaborate with teams, and track project progress.
Integrations with Trello Visit TrelloRD Station CRM
CRMRD Station CRM is the CRM module of the RD Station platform. It offers tools for customer relationship management, sales automation, analytics, and integration with other digital marketing apps.
Integrations with RD Station CRM Visit RD Station CRM