Agencyjoy integration with Trello
How to Create Trello cards for new Agencyjoy customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Trello cards for new Agencyjoy customers" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Agencyjoy integrations
Agencyjoy actions
Nekton can use any feature that is available in Agencyjoy API.
Using our advanced AI, you can easily create custom automations for Agencyjoy.
Here are some typical actions you can do in your automated workflows.
Add a New Activity (Task, Call, Meeting)
Creates a new activity on your Agencyjoy Calendar.
Create Lead
Create a new lead in Agencyjoy's Sales Pipeline.
Update Lead
Update the Lead in Agencyjoy
Find Lead
Find a Lead in Agencyjoy
Find or Create Client
Find a Client in Agencyjoy.
Convert Lead to Client
Auto converts an Agencyjoy Lead to a Client in Agencyjoy.
About Agencyjoy
Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.