Log activity in CRM when task comments are added

When a comment is added to a client task in Trello, automatically log the activity in Ramsey Pro Portal on the customer record.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Ramsey Pro Portal Explore Ramsey Pro Portal →

Triggers

New contact or lead

Fires when a new contact or lead is added to Ramsey Pro Portal.

Contact updated

Fires when a field on a contact changes in Ramsey Pro Portal.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Ramsey Pro Portal.

Deal won

Fires when a deal is marked won in Ramsey Pro Portal.

Actions

Create or update contact

Creates or updates a contact in Ramsey Pro Portal.

Create deal

Creates a new deal in Ramsey Pro Portal.

Update record stage

Moves a deal or record to a new stage in Ramsey Pro Portal.

Log activity

Logs a call, email, or note against a record in Ramsey Pro Portal.

Trello Explore Trello →

Triggers

New task created

Fires when a new task, job or item is created in Trello.

Task completed

Fires when a task in Trello is marked complete.

Due date approaching

Fires when a task's due date in Trello is coming up.

Status changed

Fires when a task, job or project changes status in Trello.

Actions

Create task

Creates a new task, job or item in Trello.

Update task

Updates a task's status or assignee in Trello.

Add comment

Posts a comment on a task in Trello.

Assign task

Assigns a task in Trello to a team member.

Generate project tasks when deals are won When a deal is won in Ramsey Pro Portal, automatically create a project task in Trello to kick off client onboarding. See details

Update CRM deal stages when project tasks complete When a milestone task is completed in Trello, automatically update the deal stage in Ramsey Pro Portal to keep sales reps informed. See details

See all Ramsey Pro Portal + Trello integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log activity in CRM when task comments are added” between Ramsey Pro Portal and Trello?

Yes — describe it in the box above and Knit's Integrations Agent researches Ramsey Pro Portal and Trello's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Trello and Ramsey Pro Portal help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Ramsey Pro Portal automatically spin up project tasks?

Yes, when a deal is won or changes stages in Ramsey Pro Portal, you can instantly create initial project tasks in Trello.