Automate Salesforce + Trello
The enterprise system of record for revenue. Boards and cards — simple enough to automate deeply. Put an agent between them and the hand-off stops being manual: it reads, decides, acts, and shows its work.
Lead Researcher is a ready-made agent built around Salesforce; point its last step at Trello to finish this hand-off.
Automations teams run
Each of these runs with a reasoning step between the two tools, so what reaches Trello is a decision about the Salesforce event rather than a transcription of it.
When a lead or opportunity changes in Salesforce…
…an agent can create and move cards in Trello — after reading the context and deciding it should.
When a task is due in Salesforce…
…an agent can update checklists and labels in Trello — after reading the context and deciding it should.
When a report cycle begins in Salesforce…
…an agent can summarise a board in Trello — after reading the context and deciding it should.
When a card is created or moved in Trello…
…an agent can update records and fields in Salesforce — with the reasoning recorded in the run’s receipt.
When a due date approaches in Trello…
…an agent can create tasks and notes in Salesforce — with the reasoning recorded in the run’s receipt.
When a checklist completes in Trello…
…an agent can extract report data in Salesforce — with the reasoning recorded in the run’s receipt.
The Salesforce and Trello hand-off, setup template
Start with a custom-api call to {instance}.my.salesforce.com and a custom-api call to api.trello.com. Configure the Salesforce source payload, the agent input, and the Trello operation. The sequential template does not implement conditional writes or approval by itself.
This is a schema-checked starting point, not an end-to-end tested automation. Replace every CONFIGURE_ value, choose the operations you intend, connect credentials and map source outputs into later inputs. An edge orders steps; it does not supply a condition, an approval gate or a field mapping. Add and test those controls explicitly before any write. Cloud APIs and model providers may receive data. Keep the workflow inactive until tested with fixtures.
{
"id": "b410bd28-36e3-422f-afa9-4cfbc17471be",
"name": "Salesforce → Trello",
"nodes": [
{
"id": "5c447095-36fd-4053-a327-135831f4339e",
"text": "Run on a schedule",
"x": 512,
"y": 144,
"isEditing": false,
"type": "trigger-timer",
"icon": "connect",
"category": "trigger",
"isSelected": false,
"parameters": {
"fireOnStart": "No",
"scheduleType": "Interval",
"schedule": "Every 15 Minutes"
},
"description": "Setup template for Timer Trigger. This trigger node fires the workflow at specified intervals or at a specific time. Configure credentials, inputs and output mapping before use.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
},
{
"id": "cc3fdd91-61d4-434b-af3c-9c32c6ff506e",
"text": "Review source and draft",
"x": 512,
"y": 336,
"isEditing": false,
"type": "agnt-agent",
"icon": "connect",
"category": "action",
"isSelected": false,
"parameters": {
"agentId": "CONFIGURE_AGENTID",
"message": "Read the Salesforce item. Decide whether it warrants action in Trello, and explain why.\nSource input: CONFIGURE_SOURCE_INPUT. Produce a reviewable draft only; do not take external actions."
},
"description": "Setup template for Agent Chat. Chat with an AI agent from your agent library. Select an agent and send messages to interact with it within your workflow. Configure credentials, inputs and output mapping before use.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
},
{
"id": "32d2be93-7381-4e04-a2c4-806b8b5306b8",
"text": "Call Trello",
"x": 512,
"y": 528,
"isEditing": false,
"type": "custom-api",
"icon": "connect",
"category": "action",
"isSelected": false,
"parameters": {
"url": "https://api.trello.com/1/cards?key={key}&token={token}",
"method": "GET",
"authType": "None",
"query": "",
"headers": "{}"
},
"description": "Setup template for Custom API Request. This action node makes a custom API request to any endpoint with configurable method, headers, and authentication. Configure credentials, inputs and output mapping before use.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
}
],
"edges": [
{
"id": "6feb2c43-a568-4047-aa88-25cc6ae777ea",
"start": {
"id": "5c447095-36fd-4053-a327-135831f4339e",
"type": "output"
},
"end": {
"id": "cc3fdd91-61d4-434b-af3c-9c32c6ff506e",
"type": "input"
},
"startX": 800,
"startY": 168,
"endX": 512,
"endY": 360
},
{
"id": "0a9cbc37-c18a-44f0-aa6a-0c4f197a8e24",
"start": {
"id": "cc3fdd91-61d4-434b-af3c-9c32c6ff506e",
"type": "output"
},
"end": {
"id": "32d2be93-7381-4e04-a2c4-806b8b5306b8",
"type": "input"
},
"startX": 800,
"startY": 360,
"endX": 512,
"endY": 552
}
],
"zoomLevel": 1,
"canvasOffsetX": 0,
"canvasOffsetY": 0,
"isTinyNodeMode": false
}Configure Custom API Request
This action node makes a custom API request to any endpoint with configurable method, headers, and authentication.
- url — The URL of the API endpoint Current example:
https://api.trello.com/1/cards?key={key}&token={token}. - method — The HTTP method for the request Current example:
GET. - authType — The type of authentication Current example:
None. - query — Query parameters for the request (e.g., 'key1=value1&key2=value2') Current example:
. - headers — Optional headers for the request. e.g., {"Content-Type": "application/json"} Current example:
{}.
Install Lead Researcher
Lead Researcher is a working agent built around Salesforce. Install it, point its last step at Trello, and you have this hand-off without building it from an empty canvas.
Runs on your own machine · See what it does
Wiring Salesforce to Trello
- Get AGNT Community Core. Free, local, no sign-up needed to run a workflow.
- Add both connections to the vault — Salesforce takes one OAuth sign-in, Trello takes an API key pasted into the vault.
- Configure the nodes above, or start from a marketplace workflow and edit it. The agent in the middle is the part worth spending time on.
- Run it once with an approval gate in place. The receipt tells you what it read, what it concluded, and what it changed in Trello.
Salesforce and Trello — common questions
Can I connect Salesforce to Trello without writing code?
You can build it entirely from the canvas. Authorise Salesforce with one OAuth sign-in, Trello with an API key pasted into the vault, then tell the agent what hygiene enforced across the pipeline should look like once Trello is involved. Code is an option for the unusual cases, never a requirement for the common ones.
How is this different from a field-mapping Salesforce to Trello automation?
Mapping tools move data; this reasons about it. Rather than copying a field into Trello, the agent can weigh what arrived from Salesforce, classify it against criteria you wrote in prose, draft something new, and act only when it is warranted.
Does my Salesforce and Trello data leave my machine?
Not to us. AGNT runs locally and both sets of credentials are encrypted on your own disk. Outbound traffic goes only to Salesforce, Trello and whichever model you chose — and pointing that at Ollama or LM Studio keeps everything on your hardware.
What does a Salesforce and Trello run leave behind?
You get an auditable trail rather than a success flag. It shows the Salesforce context the agent worked from, the judgment it made about email requests become cards instantly, and the exact change applied in Trello, with approvals attached where you required them.
