Salesforce and Trello integration + automation

Salesforce and Trello integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Trello connectors, which can connect to any service without the need for separate integration tools.

Salesforce and Trello Connector Details

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Batch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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CategoryProject Management
Get webhook by URLWebhook
Connector TypeTray Connector
Update card custom fieldAdd card checklistAdd card commentAdd checklist itemCreate new boardCreate new cardCreate new listList actions (DDL)Get board by IDList boards (DDL)Get card by IDGet checklist by IDand 4 more...
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With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi
Sean Passanisi, Senior Manager, Sales and Marketing Operations
Udemy is the leader in low-code automation

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