Perspective integration with Trello
How to Create Trello cards for completed Perspective funnels
Efficiently track and manage your Perspective funnel completions by connecting it to your Trello board. With this workflow, whenever a visitor completes a funnel in Perspective, a new card will be created in your chosen Trello list. This seamless integration helps you stay organized and up-to-date on your leads and funnel progress without any manual effort.
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Trello cards for completed Perspective funnels" and then click on "Automate".
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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.
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Perspective actions
Nekton can use any feature that is available in Perspective API.
Using our advanced AI, you can easily create custom automations for Perspective.
Here are some typical actions you can do in your automated workflows.
Visitor Completed a Funnel
Triggers when a new visitor reaches the last page a funnel.
New Lead via Funnel
Triggers when a new lead is created via a funnel.
About Perspective
Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.