Slack + Custom Fields + Trello integration
Use Autopilot to create journeys that use the Slack, Custom Fields and Trello integrations.
Marketing Automation ideas to integrate Slack, Custom Fields and Trello.
Field Match to Send Slack Message to Add Trello Card
Field Match to Add Trello Card to Send Slack Message
Field Match to Send Slack Message to Update Field
Field Match to Add Trello Card to Send Slack Message
Field Match to Check Field to Send Slack Message
Field Match to Update Field to Send Slack Message
Field Match to Send Slack Message to Add Trello Card
Showing 7 journey ideas for Slack, Custom Fields and Trello
About the Slack integration
Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Custom Fields integration and the Trello integration.
Journey Triggers
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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Send Slack Message
Send a contextual Slack message to a Slack channel.
Update Field
Update a field to a specific value.
Add Trello Card
Adds a Trello card to a board.
