Forms + Trello + Custom Fields integration
Use Autopilot to create journeys that use the Forms, Trello and Custom Fields integrations.
Marketing Automation ideas to integrate Forms, Trello and Custom Fields.
Form Submitted to Add Trello Card to Update Field
Form Submitted to Update Field to Add Trello Card
Form Submitted to Check Field to Add Trello Card
Field Match to Has Submitted Form to Add Trello Card
Field Match to Has Submitted Form to Add Trello Card
Form Submitted to Update Field to Add Trello Card
Form Submitted to Check Field to Add Trello Card
Form Submitted to Add Trello Card to Update Field
Form Submitted to Has Submitted Form to Add Trello Card
Showing 9 journey ideas for Forms, Trello and Custom Fields
About the Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
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 Forms integration, Trello integration and the Custom Fields integration.
Journey Triggers
Form Submitted
Add a contact to a journey when they submit a form.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Has Submitted Form
Check if a contact has previously submitted a specific form.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Add Trello Card
Adds a Trello card to a board.
Update Field
Update a field to a specific value.
