Automate Trello & Keap

Stop paying for mismatched spreadsheets. Sync data between Trello and Keap in real-time, so you can manage your operations without the busywork.

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Trello"]
        T1(["Card Archived Legacy"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Keap"]
        A1(["Add a Product to an Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Trello and Keap operate independently, project updates in Trello often fail to reflect in Keap, leading to missed client communications. For instance, if a project status is marked as 'Completed' in Trello, the sales team may still see it as 'In Progress' in Keap, causing confusion and potential delays in follow-ups. This results in team members manually cross-referencing tasks and client data, wasting hours each week on data entry and verification instead of focusing on client engagement.

Top Ways to Automate Trello & Keap

Automated Task Creation: Instantly create Trello cards from new Keap contacts, ensuring your team is always aligned with the latest client information and project requirements.
Real-Time Updates: Automatically sync updates between Trello and Keap, so when a task is completed in Trello, the corresponding client record in Keap is updated, maintaining accurate and up-to-date information across both platforms.
Lead Tracking and Follow-Up: Set up automated reminders in Trello for follow-ups on Keap leads, ensuring that no opportunity slips through the cracks and that your sales team stays proactive in their outreach efforts.

How to Build the Trello → Keap Sync

In Trello, set up a webhook to listen for the 'cardMoved' event. This will trigger whenever a card is moved to a different list, indicating a status change.
Configure the webhook to send a POST request to your server endpoint, e.g., https://your-server.com/trello-webhook. The payload will include details like the card ID, the new list name, and any relevant metadata.
On your server, extract the card ID and new list name from the incoming webhook payload. Map the list name to the corresponding status in Keap (e.g., 'Completed' maps to 'Closed').
Use the Keap REST API to insert or update the contact record. Make a POST request to https://api.keap.com/crm/contacts with the necessary data, including the contact ID and the updated status.
Ensure that your server responds to Trello's webhook with a 200 status code to acknowledge receipt of the payload.

Developer Warnings & API Gotchas

Be cautious about the data format when sending the card ID to Keap; ensure it matches the expected format for contact IDs in Keap to avoid failed updates.
When mapping Trello list names to Keap statuses, double-check for any typos or mismatches; a simple error can result in incorrect status updates and miscommunication.
Implement error handling for the API requests to Keap; if the insert fails, log the error and consider implementing a retry mechanism to prevent data loss.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Trello... Card Archived (Legacy)

Do this in Keap Add a Product to an Invoice
When this happens in Trello... Card Due

Do this in Keap Create Company
When this happens in Trello... Card Moved to List

Do this in Keap Create Invoice
When this happens in Trello... Card Moved to List (Legacy)

Do this in Keap Create Note
When this happens in Trello... Card Updated

Do this in Keap Create Product

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I can see you're looking at mapping Trello to Keap. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?