Simple Mobile CRM integration with Trello
How to Create cards in Trello for new email notes in Simple Mobile CRM
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 cards in Trello for new email notes in Simple Mobile CRM" 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.
Automate Simple Mobile CRM integrations
Simple Mobile CRM actions
Nekton can use any feature that is available in Simple Mobile CRM API.
Using our advanced AI, you can easily create custom automations for Simple Mobile CRM.
Here are some typical actions you can do in your automated workflows.
New Email Note
Triggers when a new email note is created.
About Simple Mobile CRM
Simple Mobile CRM is a tool for Gmail notes in browsers and mobile devices. It is ideal for personal use and small team collaborations.