Perspective integration with Trello
How to Create Trello cards for new Perspective leads via funnels
This Flow lets you keep your follow-up workflows up to date across your applications, without needing to copy-and-paste important details. Once it’s active, this integration automatically generates a Trello card as soon as a new Perspective lead is added via a sales funnel.
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 Perspective leads via funnels" 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 Perspective integrations
This Flow lets you keep your follow-up workflows up to date across your applications, without needing to copy-and-paste important details. Once it’s active, this integ...
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 Pe...
Stay informed and react quickly to new leads from your funnel with this efficient workflow. When a new lead comes in via the Perspective app, a private channel message...
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.