Trello + Custom Fields + Slack integration
Use Autopilot to create journeys that use the Trello, Custom Fields and Slack integrations.
Marketing Automation ideas to integrate Trello, Custom Fields and Slack.
Field Match to Add Trello Card to Send Slack Message
Field Match to Send Slack Message to Add Trello Card
Field Match to Add Trello Card to Send Slack Message
Field Match to Check Field to Add Trello Card
Field Match to Send Slack Message to Add Trello Card
Field Match to Update Field to Add Trello Card
Field Match to Add Trello Card to Update Field
Showing 7 journey ideas for Trello, Custom Fields and Slack
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Trello integration, Custom Fields integration and the Slack 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
Add Trello Card
Adds a Trello card to a board.
Update Field
Update a field to a specific value.
Send Slack Message
Send a contextual Slack message to a Slack channel.
