Trello
Stop manually creating tasks for your team every time something happens in your CRM. Connect Trello and Positive User through Zapier to turn customer events into Trello cards, sync deals to boards, and keep your project management aligned with your sales and marketing activity. No copy-pasting, no context lost between tools.
Bridge the Gap Between Customer Data and Team Tasks
Turn Customer Events Into Actionable Cards
A new lead signs up, a deal moves to a new stage, or a support request comes in through chat. Zapier picks up the event from Positive User and creates a Trello card on the right board, in the right list, with the right details. Your team sees the task the moment it matters, without anyone having to switch tools or type a thing.
Keep Sales and Project Boards in Sync
Use Positive User triggers (new deal, new company, new tag) to populate Trello boards that mirror your sales pipeline or onboarding workflow. When a deal is created in Positive User, a card appears in your "New Deals" list. When a customer is tagged "onboarding," a checklist card is generated in your delivery board. The two systems stay connected without manual effort.
Close the Loop From Task Back to Contact
When your team finishes a task in Trello (card moved to "Done," checklist completed, label applied), Zapier can push that status back to Positive User. Update a contact attribute, fire a custom event, or create an activity log. Your marketing and sales teams see the outcome without ever opening Trello.
Three simple steps to get started
Connect Both Accounts in Zapier
Log into Zapier and create a new Zap. Select Trello as one app and "User.com" as the other. Authorize both accounts. You need admin access to your Positive User app for the connection.
Choose Your Trigger and Action
Pick the direction of data flow. For Positive User → Trello: use triggers like "New Event," "New Deal," or "New User" paired with actions like "Create Card" or "Create Comment." For Trello → Positive User: use triggers like "Card Moved to List" or "New Card" paired with actions like "Create/Update User" or "Create Event."
Map Fields, Test, and Activate
Map Positive User data to Trello card fields (name, description, labels, due date, members) or the reverse. Run a test to verify the card or contact is created correctly. Turn on the Zap and let it run.
Popular implementation guides
- How to Integrate With Zapier: Complete walkthrough of connecting Positive User to Zapier: authentication, triggers, actions, and field mapping. Read Guide →
- Trello + Positive User on Zapier: Browse the integration page on Zapier for all available triggers, actions, and the ready-made "Create Trello cards from new events" template. View on Zapier →
- What Are Events and How to Create Them: Learn how to define events in Positive User so they can trigger Trello card creation automatically. View Tutorial →
- Custom Zapier Integration: Advanced guide for building custom multi-step workflows between Positive User and Zapier. View Tutorial →
- Automation Workflows: Set up automations inside Positive User that complement your Trello workflows with email sequences, tags, and internal notifications. View Tutorial →
- REST API Documentation: For teams that need more flexibility, the Positive User API lets you build direct integrations with Trello Power-Ups or custom scripts. View Docs →
Frequently Asked Questions
Do I need coding skills to set this up?
No. The entire integration is configured through Zapier's visual interface. You select triggers, map fields, and activate. No code required.
Is there a ready-made template to get started faster?
Yes. Zapier offers a pre-built template called "Create Trello cards from new events in User.com" (template #23891). It sets up the trigger and action for you. Just connect your accounts, customize the card fields, and activate.
What Trello triggers are available?
Trello offers a rich set of triggers on Zapier: New Card, New Board, Card Moved to List, Card Updated, New Activity, New Comment, Card Archived, Card Due, New Label Added to Card, New Checklist, New List, New Member on Board, and New Notification. Some are instant (webhook-based), others use polling (checked every 15 minutes on the free plan).
What Positive User triggers can create Trello cards?
You can use New User, New Company, New Deal, New Activity, New Event, and New Tag. All Positive User triggers in Zapier are instant (webhook-based), so the Trello card is created within seconds of the event occurring.
Can I sync data in both directions?
Yes. You need separate Zaps for each direction: one for Positive User → Trello and another for Trello → Positive User. For example, new deals create cards, and cards moved to "Done" update the deal status. Be careful with two-way sync to avoid infinite loops. Use Zapier filters to prevent one Zap from triggering the other.
Can I assign Trello cards to specific team members automatically?
Yes. The "Create Card" action in Trello supports a Member ID field. You can map this to a Positive User attribute (for example, the assigned sales rep) or set a fixed member for all cards. You need the Trello member ID, which you can retrieve using the "Find Member" search action in Zapier.
Can I add labels, checklists, or due dates to cards automatically?
Yes. The Trello "Create Card" action supports labels, checklists, checklist items, due dates, start dates, descriptions, and attachments. You can populate any of these from Positive User data or set default values in the Zap configuration.
What's a good use case for Trello → Positive User?
A common example: your team uses a Trello board to manage customer onboarding. When a card moves from "In Progress" to "Completed," Zapier fires a "Create Event" action in Positive User, which triggers a post-onboarding email sequence automatically. The customer receives a personalized follow-up without anyone sending it manually.
Can I use this with Trello Power-Ups?
The Zapier integration works with standard Trello features (cards, lists, boards, labels, checklists, comments). It does not interact directly with third-party Power-Ups. If you need deeper integration with Power-Up data, consider using the Positive User REST API or Trello's own API.
Is the data GDPR-compliant?
Trello (part of Atlassian) and Positive User both offer GDPR compliance tools. Zapier is SOC 2 compliant and provides a GDPR data processing addendum. Make sure your Trello workspace access controls and Positive User consent management settings align with your compliance requirements.