Trello FluentCRM Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

Trello

Trigger Event

New Card

Description:

This trigger starts the workflow whenever the New Card event occurs in Trello.

Connect Your Trello

Select the Trello source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add FluentCRM as an Action

Click:

Add Action → FluentCRM

Select an Action Event:

• Create or Update Contact When “New Card” occurs in Trello, use the submitted data to run “Create or Update Contact” in FluentCRM.
• Get Contact (All) When “New Card” occurs in Trello, use the submitted data to run “Get Contact (All)” in FluentCRM.
• Get Contact (By Id) When “New Card” occurs in Trello, use the submitted data to run “Get Contact (By Id)” in FluentCRM.

Description:

This action sends data from Trello to FluentCRM and performs the selected supported operation automatically.

Map Trello Data with FluentCRM Inputs

Map the available data from Trello to the compatible inputs provided by the selected FluentCRM action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the New Card trigger and verify the selected FluentCRM actions:

• Confirm that Create or Update Contact completes successfully and processes the mapped data in FluentCRM.
• Confirm that Get Contact (All) completes successfully and processes the mapped data in FluentCRM.
• Confirm that Get Contact (By Id) completes successfully and processes the mapped data in FluentCRM.

Then activate your workflow.