Email + Trello + Custom Fields integration

Use Autopilot to create journeys that use the Email, Trello and Custom Fields integrations.

Marketing Automation ideas to integrate Email, Trello and Custom Fields.

Email Activity to Add Trello Card to Update Field

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Email Activity to Update Field to Add Trello Card

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Email Activity to Check Field to Add Trello Card

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Field Match to Check Email Status to Add Trello Card

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Field Match to Send Email to Add Trello Card

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Field Match to Add Trello Card to Send Email

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Email Activity to Update Field to Add Trello Card

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Field Match to Check Email Status to Add Trello Card

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Field Match to Send Email to Add Trello Card

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Email Activity to Check Field to Add Trello Card

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Email Activity to Check Email Status to Add Trello Card

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Email Activity to Add Trello Card to Send Email

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Field Match to Add Trello Card to Send Email

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Email Activity to Send Email to Add Trello Card

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Email Activity to Add Trello Card to Update Field

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Showing 15 journey ideas for Email, Trello and Custom Fields

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

About the Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Email integration, Trello integration and the Custom Fields integration.

Journey Triggers

Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Send Email
Send a contact a personalized marketing or transactional email.
Add Trello Card
Adds a Trello card to a board.
Update Field
Update a field to a specific value.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Email, Trello and Custom Fields.