Trello + Custom Fields + Forms integration
Use Autopilot to create journeys that use the Trello, Custom Fields and Forms integrations.
Marketing Automation ideas to integrate Trello, Custom Fields and Forms.
Field Match to Has Submitted Form to Add Trello Card
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
Form Submitted to Update Field to Add Trello Card
Form Submitted to Add Trello Card to Update Field
Field Match to Has Submitted Form to Add Trello Card
Field Match to Update Field to Add Trello Card
Form Submitted to Check Field to Add Trello Card
Field Match to Check Field to Add Trello Card
Field Match to Add Trello Card to Update Field
Showing 11 journey ideas for Trello, Custom Fields and Forms
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Trello integration, Custom Fields integration and the Forms 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).
Form Submitted
Add a contact to a journey when they submit a form.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Has Submitted Form
Check if a contact has previously submitted a specific form.
Journey Actions
Add Trello Card
Adds a Trello card to a board.
Update Field
Update a field to a specific value.
