Automate Your Customer Onboarding with Zapier + Trello Integration
The new Zapier integration in CodeDesign.ai allows you to connect your website with apps like Trello, Google Sheets, Gmail, and over 2,000 others—enabling you to automate repetitive tasks and streamline your workflows without writing a single line of code.
For businesses looking for a lightweight alternative to complex CRM systems, this integration can power simple yet effective automation setups. One popular use case: automatically turning website form submissions into actionable Trello cards your team can follow up on.
We've put together this video that runs through the exact workflow. Feel free to switch to video if you prefer video guides over article.
Use Case: Turn Form Submissions into Callback Tickets in Trello
Let’s walk through how to create a CRM-style automation: when someone fills out your contact form on a CodeDesign website, a Trello card is created in real-time. This card serves as a callback ticket that your sales team can use to follow up, track conversations, and move leads through the funnel.
You’ll need:
A CodeDesign website with a contact form
A Zapier account
A Trello account
Step 1: Enable Zapier Integration in CodeDesign
Open your website project in CodeDesign Builder.
Head to the footer section and click Project Settings.
Navigate to the Integrations tab.
Find Zapier, then click Connect.
This will open CodeDesign’s integration page on Zapier—authorize access to your CodeDesign account.
Step 2: Create a New Zap
Click to create a new Zap.
Set the Trigger Event to
Form Submitted.Sign into your CodeDesign account inside Zapier.
Choose the correct project (e.g., “Design Studio”) and then select the form (e.g., “Contact Form on Homepage”).
Zapier will fetch a test entry to confirm the data is being pulled correctly.
Step 3: Set the Action – Create Trello Card
Choose Trello as your action app.
Set the Action Event to
Create Card.Connect your Trello account to Zapier.
Choose your board (e.g., “Callback Tasks”) and the list (e.g., “Callback Ticket”).
Now configure the content of the card:
Card Name: Use dynamic data from the form (e.g., First Name).
Description: Add fields like City, Phone Number, and Message using dynamic insertions.
Card Position: Set to
Topso new entries appear first.Labels (optional): Add color labels like Red for high visibility.
Step 4: Test and Publish the Zap
Before going live:
Run a test to ensure everything is working as expected.
Once confirmed, click Publish.
Rename your Zap (e.g., “Callback Zap”) for clarity.
Step 5: See It in Action
Now, when a visitor submits the form on your website, a Trello card is instantly created with all their details. Your support team can review the card, make the callback, and move it to “Completed Calls” or “No Response” based on the outcome.
Missed a field? No problem. You can always go back to Zapier, edit the Zap, and include additional fields like “Message” in your Trello card setup. Publish the updated Zap, and you're good to go.
Wrap-Up
The Zapier + Trello integration is a fast, scalable way to build a custom CRM workflow for your CodeDesign website—without the overhead of enterprise software. Perfect for design studios, agencies, and solo entrepreneurs looking to manage inbound queries more efficiently.
If you need help setting it up or want to explore more automation ideas, reach out to us via chat or the CodeDesign Community Forum—we’re here to help!