Trello

Project Management

The most comprehensive Trello integration available. 67 actions covering every Trello object: boards, cards, lists, checklists, labels, attachments, stickers, members, and notifications. Build Kanban-driven operational workflows.

67 actions available

New lead qualifies in Apollo and enters the sales pipeline workflow

Agent creates Trello card in Qualified list with company name, deal details, and due date

Agent assigns card to sales rep and adds qualification notes to description

Calendly booking fires and agent moves card to Demo Scheduled list

Deal closes and agent moves card to Closed Won list

Rep receives Slack message when card moves to reflect pipeline change

Board archival and bulk card deletion routed to board administrator for confirmation

What This Integration Enables

With 67 actions, the Trello integration gives agents comprehensive control over the full Trello workspace. Agents create and organize boards, manage the complete card lifecycle, check off checklist items, assign members, add attachments, and monitor notifications. Trello boards become active workflow coordination tools rather than manually maintained trackers.

Without FlowRunner

Manual card management Sales reps move Trello cards by hand as deals progress

Out-of-date pipeline board Board reflects last week's state because reps forget to move cards

Exceptions tracked in Slack threads AP issues buried in chat with no ownership or resolution tracking

With FlowRunner

Pipeline board always accurate Card moves happen automatically when CRM and calendar events trigger

Exceptions organized on a dedicated board Every AP issue gets a structured card with context, checklist, and assignee

ERP updated when checklists complete Resolution steps logged in the ERP the moment the Trello checklist item is checked

Use Case Scenarios

Sales Pipeline Management

A new lead qualifies in Apollo. The agent creates a Trello card in the Qualified list of the Sales pipeline board: card name is the company name, description contains the lead details and qualification notes, due date is the follow-up target, assignee is the sales rep. When the rep books a demo (Calendly On Invitee Created fires), the agent moves the card to the Demo Scheduled list. When the deal closes, the card moves to Closed Won. The board is an accurate reflection of pipeline state without manual card moves.

Operational Exception Board

Each week, an AP agent processes hundreds of transactions. Exceptions go to a Trello board dedicated to AP issues. The agent creates a card for each exception: title is the vendor and issue type, description has the full context, checklist items are the resolution steps. The AP manager works through the board, checking off resolution steps as they complete them. Mark Checklist Item as Complete fires in the agent, which logs each resolution step in the ERP.

Client Deliverable Tracking

For each active client, there is a Trello board tracking project deliverables. When a deliverable milestone is completed in the project management system, the agent moves the corresponding Trello card from In Progress to Review, adds a comment with the completion details, and attaches the deliverable document. The client-facing team member sees the board update and knows the deliverable is ready for review.

Human-in-Loop Highlight

When an agent is about to close a board or archive a large number of cards, it routes the action for human confirmation via Slack: "I am about to archive the [Project Name] board. This contains [N] cards. Confirm archive or cancel?" The board administrator approves. Large destructive actions have a human checkpoint before they execute.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

24 actions

Board Operations (13 actions)

Create Board / Find Board by Name / Find or Create Board / Get Board by ID Board provisioning and lookup. Used when projects require dedicated boards created automatically.
Get Board Actions / Get Board Labels / Get Board Lists / Get Board Members Board content retrieval. Used when agents need to understand board structure before creating or routing cards.
Copy Board Duplicates an existing board as a template. Used when new projects follow a standard board structure.
Close Board Archives a board. Used in project archival workflows.
Get Organization Boards / Get Organization by ID Retrieves boards across an organization. Used in reporting and governance workflows.
Get Enabled Power-Ups on Board Returns active Power-Ups on a board. Used in integration configuration workflows.

Card Management (22 actions)

Create Card Creates a new card on a list. Used whenever an exception, task, or deliverable needs to be tracked: a flagged invoice creates a card in the AP Review list, a new lead creates a card in the Sales pipeline.
Find Card by Name / Find or Create Card / Get Card by ID Card lookup and deduplication. Used before creating cards to avoid duplicates.
Get Card Actions / Get Card Attachments / Get Card Members / Get Card Checklists / Get Card Stickers Card content retrieval. Used when agents need to read card state before updating.
Update Card Modifies card fields: name, description, due date, list position, status. Used to keep cards synchronized with external system state changes.
Delete Card / Archive Card / Unarchive Card Card lifecycle management. Used in completion and cleanup workflows.
Move Card to List Moves a card to a different list (pipeline stage). Used to advance cards through stages when external events confirm progression: a payment received moves a card from Pending to Paid.
Add Member to Card / Delete Member from Card Assignment management. Used to route responsibility as work moves between team members.
Add Comment to Card Posts a comment on a card. Used to log agent activity, add external context, and notify card members of updates.
Add Attachment to Card / Delete Attachment from Card File management on cards. Used to attach source documents, screenshots, or generated files directly to cards.
Add Sticker to Card / Delete Sticker from Card Visual status indicators. Used to visually flag card states.

Labels and Lists (11 actions)

Checklists (11 actions)

Create Checklist / Add Checklist to Card / Delete Card Checklist Checklist management. Used for multi-step task tracking within individual cards.
Add Checklist Item / Update Checklist Item / Delete Checklist Item / Mark Checklist Item as Complete Checklist item operations. Used when agents need to track and complete individual checklist steps as workflow stages complete.
Find Checklist by Name / Find or Create Checklist / Get Card Checklist by ID / Find Checklist Item by Name Checklist lookup operations.

Members and Notifications (7 actions)

Add Member to Board / Delete Member from Board Board access management. Used in team provisioning and offboarding workflows.
Find Member by Name / Get Member by ID Member lookup. Used to identify the correct person before assignment.
Get Member's Cards Returns all cards assigned to a member. Used in workload monitoring workflows.
Get Member's Notifications Retrieves a member's unread notifications. Used in monitoring workflows.
Mark Notification as Read Clears a notification. Used in administrative workflows.

Start building with Trello

$100 in credits. No card required. Connect in minutes.

Start Building Free Book a demo