Connect Zoho CRM to Trello

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

10 source actions

24 target actions

Reverse direction supported

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Why Connect Zoho CRM & Trello?

Read what you need from Zoho CRM

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

Run a Trello action

Then it uses one of 24 documented actions, such as Add Attachment To Card, Add Checklist, Add Comment.

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

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

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.

Integration Features

10 documented Zoho CRM actions

24 documented Trello actions

Plain-English agent instructions

Daily, weekday or weekly schedule, or run on demand

Execution monitoring

A supported Trello to Zoho CRM direction

Capability Examples

Zoho CRM trigger → Trello action

Catalog example

Zoho CRM

New Contact (Instant)

Trello

Add Attachment To Card

Trello trigger → Zoho CRM action

Reverse direction

Trello

Card Moved (Instant)

Zoho CRM

Convert Lead

How It Works

Connect Apps

Authenticate your Zoho CRM and Trello accounts

Describe the Job

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

Choose an Action

Select the documented Trello 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 Zoho CRM events yet.

Automated Actions

Use 24 documented Trello 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 theZoho CRM and Trello actions it needs.

Your Own Accounts

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

Execution Review

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

Reverse Integration Available

Also connect Trello to Zoho CRM for bidirectional automation

View Integration

All Zoho CRM Integrations

Explore all available Zoho CRM connections

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All Trello Integrations

Explore all available Trello connections

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Popular Integrations

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More Trello Integrations

View all Trello integrations →

Ready to Connect Zoho CRM & Trello?

Build this agent in Mazaal AI and test it on your ownZoho CRM and Trello data.

Start building

Rather not build it yourself? We set up one Zoho CRM to Trello 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

Connect Zoho CRM to Trello

Why Connect Zoho CRM & Trello?

Read what you need from Zoho CRM

Run a Trello action

Test it, then put it on a schedule

Available Triggers & Actions

Zoho CRM

Triggers (9)

Actions (10)

Trello

Triggers (12)

Actions (24)

Integration Features

Capability Examples

Zoho CRM trigger → Trello action

Trello trigger → Zoho CRM action

How It Works

Connect Apps

Describe the Job

Choose an Action

Test and Review

Frequently Asked Questions

Is the Zoho CRM to Trello direction supported?

Does it run the moment something changes in Zoho CRM?

Which Trello actions are available?

Can I also connect Trello to Zoho CRM?

Integration Benefits

Scheduled or On-demand Runs

Automated Actions

Provider Authentication

Guided Configuration

Your Own Accounts

Execution Review

Reverse Integration Available

All Zoho CRM Integrations

All Trello Integrations

Popular Integrations

More Trello Integrations

Ready to Connect Zoho CRM & Trello?