Connect Salesforce to Trello

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.

Add board

Creates a new Trello board; the 'name' parameter is required for creation, and various preferences can be customized or cloned from a source board.

Add card

Creates a new card in a Trello list. Only `idList` is required; `idBoard` is optional as the API determines the board from the list.

Add comment to card

Adds a new text comment, which can include @mentions, to a Trello card specified by its ID; file attachments are not supported via this action.

Add attachment to card

Adds an attachment to a Trello card by `idCard`; specify either a `file` to upload or a `url` to link, but not both.

Add checklist to card via id

Adds a checklist to a Trello card: use `value` to add a specific existing checklist, `idChecklistSource` to create a new checklist by copying an existing one (optionally using `name` for the new checklist's name), or `name` to create a n...

Add label to card

Adds an existing label to a Trello card; `idCard` identifies the card and `value` is the ID of the label to add. Both card and label must already exist.