How can I filter for cases from VIP customers?

DryMerge allows you to filter cases based on customer priority levels. Specify which criteria define VIP customers, and DryMerge will handle the rest.

Can this be used with Asana instead of Trello?

Yes, you can use this automation with Asana instead of Trello. Describe the changes you need, and DryMerge will configure the automation to fit Asana.

Which people use this automation? What do they use it for?

This automation is used by customer service managers to ensure their team follows up on new cases promptly and efficiently, leading to better customer service.

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Salesforce + Trello

Create Trello Tasks for New Salesforce Cases

Ensure your team stays on top of customer issues by creating new Trello tasks whenever a case is created in Salesforce. This automation allows for seamless tracking and management of case resolutions, improving workflow efficiency and customer satisfaction.

New Salesforce Case

Triggers when a new case is created in Salesforce.

Create Trello Task

Creates a Trello task for follow-up.

See more Salesforce to Trello integrations or use AI to customize your automation.

or pick a common variation below

Create Trello Cards for New Salesforce Cases

Salesforce + Trello

Create Trello Cards for New Salesforce Tasks

Salesforce + Trello

Create Trello Cards for New Salesforce Activities

Salesforce + Trello

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Trello tasks for new Salesforce cases"

Create Trello tasks for new Salesforce cases

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Trello.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Trello

Trello is a visual collaboration tool that organizes projects into boards. Create, update, and manage cards, and trigger actions based on board events.