Serviceform + Trello Integrations
Put Serviceform + Trello to work with AI and enterprise-grade automation
Learn more about Serviceform integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between Serviceform and Trello
See the kind of workflows teams build with Serviceform and Trello below — describe the exact one you want above and the Agent builds it on demand.
Serviceform + Trello
Create a new Trello card whenever a new flex item is logged in Serviceform.
Generate project tasks when deals are won
When a deal is won in Serviceform, automatically create a project task in Trello to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in Trello, automatically update the deal stage in Serviceform to keep sales reps informed.
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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 Serviceform on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Serviceform and Trello?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Serviceform and Trello
Everything Serviceform and Trello can do inside a workflow — the triggers that start one and the actions that run when it fires.
Serviceform Explore Serviceform →
Serviceform is a lead generation and customer relationship management platform featuring chatbots, interactive forms, and conversion tools.
TriggersTriggers when new Flex event is created.
Triggers when new Flex event is created.
Triggers when new lead is submitted on the chatbot.
Creates a New Lead on the Flex space.
Trello Explore Trello →
Trello is a visual project management tool that uses boards, lists, and cards to organize tasks and workflows.
TriggersTriggers when a new board is added.
Triggers when a new card is added.
Triggers when a Card is archived in Trello.
Triggers when a Comment is added to a Card in Trello.
Triggers when there is activity in Trello.
Triggers when a Card is moved to a List in Trello, inside the same Board .
Creates a new checklist item in a card.
Adds a member to a board.
Creates a new board.
Archives a card.
Adds one or more attachments to a specific card.
Adds an existing label to a specific card.
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1CRM
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AccuLynx
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Act!
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Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Serviceform + Trello
Is there a pre-built Serviceform + Trello automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Serviceform and Trello's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Serviceform or Trello connector?
No. The Agent works whether or not Serviceform or Trello already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Trello and Serviceform 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 Serviceform automatically spin up project tasks?
Yes, when a deal is won or changes stages in Serviceform, you can instantly create initial project tasks in Trello.