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Connect Trello to Zoho CRM

Build an AI agent that works across Trello and Zoho CRM, on a schedule or when you click Run.

24 source actions
10 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse Trello integrations

Why Connect Trello & Zoho CRM?

Read what you need from Trello

Your agent uses Trello's documented actions to pull the records it needs, each time it runs.

Run a Zoho CRM action

Then it uses one of 10 documented actions, such as Convert Lead, Create Object, Download Attachment.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Trello logo

Trello

Triggers (12)

Card Moved (Instant)

Emit new event each time a card is moved to a list.

webhook
New Card (Instant)

Emit new event for each new Trello card on a board.

webhook
Card Updated (Instant)

Emit new event for each update to a Trello card.

webhook
New Label Added To Card (Instant)

Emit new event for each label added to a card.

webhook
New Notification

Emit new event for each new Trello notification for the authenticated user.

polling
Card Due Date Reminder

Emit new event at a specified time before a card is due.

polling
New Member on Card (Instant)

Emit new event for each member that join in a card.

webhook
Card Archived (Instant)

Emit new event for each card archived.

webhook
Custom Webhook Events (Instant)

Emit new events for activity matching a board, event types, lists and/or cards.

webhook
New Attachment (Instant)

Emit new event when a new attachment is added on a board.

webhook
New Board (Instant)

Emit new event for each new board added.

webhook
New Board Activity (Instant)

Emit new event for new activity on a board.

webhook

Actions (24)

Add Attachment To Card

Adds a file attachment on a card. See the documentation

Add Checklist

Adds a new checklist to a card. See the documentation.

Add Comment

Create a new comment on a specific card. See the documentation.

Add Existing Label to Card

Adds an existing label to the specified card. See the documentation.

Add Member to Card

Adds a member to the specified card. See the documentation.

Archive Card

Archives a card. See the documentation.

Complete a Checklist Item

Completes an existing checklist item in a card. See the documentation.

Create a Board

Create a new Trello board or copy from an existing one. See the documentation.

Create a Checklist Item

Creates a new checklist item in a card. See the documentation.

Create a List

Creates a new list. See the documentation.

Create Card

Creates a new card. See the documentation.

Create Label

Creates a new label on the specified board. See the documentation.

Delete Checklist

Deletes the specified checklist. See the documentation.

Find a Label

Finds a label on a specific board by name. See the documentation

Find a List

Finds a list on a specific board by name. See the documentation.

Get Board

Request a single board. See the documentation.

Get Card

Gets a card by its ID. See the documentation.

Get Cards In A List

List the cards in a list. See the documentation.

Get Cards On A Board

Get all of the open Cards on a Board. See the documentation.

Get List

Get information about a List. See the documentation.

Get Member

Gets a member by their ID. See the documentation

List Boards

Lists the boards that the user is a member of. See the documentation

List Organization IDs Options

Retrieves available options for the Organization IDs field.

Move Card to List

Moves a card to the specified board/list pair. See the documentation.

Zoho CRM logo

Zoho CRM

Triggers (9)

New Contact (Instant)

Emits an event each time a new contact is created in Zoho CRM

webhook
New Event (Instant)

Emit new custom events from Zoho CRM

webhook
New Lead (Instant)

Emits an event each time a new lead is created in Zoho CRM

webhook
New Module Entry (Instant)

Emit new events each time a new module/record is created in Zoho CRM

webhook
New or Updated Contact (Instant)

Emits an event each time a new contact is created or updated in Zoho CRM

webhook
New or Updated Lead (Instant)

Emits an event each time a new lead is created or updated in Zoho CRM

webhook
New or Updated Module Entry (Instant)

Emits an event each time a module/record is created or edited in Zoho CRM

webhook
New User

Emits an event each time a new user is created in Zoho CRM

polling
Updated Module Entry (Instant)

Emits an event each time a new module/record is updated in Zoho CRM

webhook

Actions (10)

Convert Lead

Converts a Lead into a Contact or an Account. See the documentation

Create Object

Create a new object/module entry. See the documentation

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

List Objects

Gets the list of available records from a module.

Search Objects

Retrieves the records that match your search criteria.

Update Object

Updates existing entities in the module. See the documentation

Upload Attachment

Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation

Integration Features

24 documented Trello actions
10 documented Zoho CRM actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Zoho CRM to Trello direction

Capability Examples

Trello trigger → Zoho CRM action

Catalog example
TrelloTrello

Card Moved (Instant)

Zoho CRMZoho CRM

Convert Lead

Zoho CRM trigger → Trello action

Reverse direction
Zoho CRMZoho CRM

New Contact (Instant)

TrelloTrello

Add Attachment To Card

How It Works

1

Connect Apps

Authenticate your Trello and Zoho CRM accounts

2

Describe the Job

Say what to read from Trello and what to do in Zoho CRM

3

Choose an Action

Select the documented Zoho CRM operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Trello events yet.

Automated Actions

Use 10 documented Zoho CRM actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theTrello and Zoho CRM actions it needs.

Your Own Accounts

You connect your own Trello and Zoho CRM accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Zoho CRM logoTrello logo

Reverse Integration Available

Also connect Zoho CRM to Trello for bidirectional automation

View Integration
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All Trello Integrations

Explore all available Trello connections

View All Integrations
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All Zoho CRM Integrations

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Ready to Connect Trello & Zoho CRM?

Build this agent in Mazaal AI and test it on your ownTrello and Zoho CRM data.

Start building

Rather not build it yourself? We set up one Trello to Zoho CRM agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod