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Create Trello cards from new Insightly CRM opportunities

Create Trello cards from new Insightly CRM opportunities

Apps used in template

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Every time a new opportunity is added in Insightly CRM, Make will automatically create a new card in Trello.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Trello
Add a Label to a Card

Adds an existing label to a card.

Action
Trello
Add a Member to a Card

Adds a selected member to a card.

Action
Trello
Add an Attachment

Adds an attachment to a card.

Action
Trello
Archive or Unarchive a Board

Archives or unarchives a board.

Action
Trello
Archive or Unarchive a Card

Archives or unarchives a card.

Action
Trello
Archive or Unarchive a List

Archives or unarchives a specific list.

Action
Trello
Assign a Member to a Board

Assigns a specific member to a board.

Action
Trello
Create Export for Organizations

Creates a CSV export for a workspace and returns a ZIP file in the response. Is not available on the free plan.

Action
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Create a Board

Creates a new board.

Action

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