Create Trello cards from new Insightly CRM opportunities
Create Trello cards from new Insightly CRM opportunities
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Apps used in template
About
Every time a new opportunity is added in Insightly CRM, Make will automatically create a new card in Trello.
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.
Adds an existing label to a card.
Adds a selected member to a card.
Adds an attachment to a card.
Archives or unarchives a board.
Archives or unarchives a card.
Archives or unarchives a specific list.
Assigns a specific member to a board.
Creates a CSV export for a workspace and returns a ZIP file in the response. Is not available on the free plan.
Creates a new board.
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Trusted by 200,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
