Trello + Zendesk + Custom Fields integration
Use Autopilot to create journeys that use the Trello, Zendesk and Custom Fields integrations.
Upcoming
Marketing Automation ideas to integrate Trello, Zendesk and Custom Fields.
Field Match to Zendesk Ticket Status to Add Trello Card
Submits New Zendesk Ticket to Zendesk Ticket Status to Add Trello Card
Submits New Zendesk Ticket to Update Field to Add Trello Card
Submits New Zendesk Ticket to Check Field to Add Trello Card
Field Match to Add Trello Card to Submit New Zendesk Ticket
Field Match to Submit New Zendesk Ticket to Add Trello Card
Submits New Zendesk Ticket to Add Trello Card to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Add Trello Card to Update Field
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Add Trello Card
Showing 9 journey ideas for Trello, Zendesk and Custom Fields
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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
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 Trello integration, Zendesk integration and the Custom Fields integration.
Journey Triggers
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Update Field
Update a field to a specific value.
