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.
Automations teams run
Unlike field-mapping automation, the step in the middle is an agent — it can summarise, classify, judge and draft, not just copy values across.
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.
Build it in AGNT
- Download AGNT Community Core — free and local-first.
- Connect Salesforce (one OAuth sign-in) and Trello (API key) in the vault.
- Start from a marketplace workflow or describe the job in plain language; place approval gates on anything consequential.
- Run it — every execution produces a receipt showing what was read, decided and written in both tools.