Integration

Connect Agile CRM and Trello

When New contact fires in Agile CRM, your agent runs Invite Member to Board via email in Trello, or Any card due soon in Trello to Add note by contact email in Agile CRM. Describe the whole flow and it is built, tested on every scenario and kept running.

Agile CRM10 triggersAgile CRM63 actionsTrello6 triggersTrello112 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want Agile CRM and Trello to do together?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Examples

Pick one to fill the box, then change anything: the steps, the wording, even the apps. Go as long as you like.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Trello holds the work on boards and cards while Agile CRM holds the contacts, deals and tasks behind that work. Connecting them means a card moving into a list can look up the contact in Agile CRM and open a deal, and a new contact in Agile CRM can show up as a card your team can pick up. Notes and comments stay with both records.

Example flows

What Agile CRM and Trello can do together

From Agile CRM to Trello

From Trello to Agile CRM

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Agile CRM and Trello

Triggers and actions 16 triggers · 175 actions

Each app on its own

Reviews

What our customers say

More from Agile CRM

More into Trello

Questions

Agile CRM and Trello, answered

Can a Trello card create a deal for the right person in Agile CRM?

Yes. A new card in a chosen list can trigger a search for the contact by email in Agile CRM, and when that contact is found, a deal is created for them by email. A note on the contact and a comment back on the Trello card keep both sides readable.

What happens if the contact is not in Agile CRM yet?

The search by email returns nothing, so the deal and note steps are skipped rather than creating a record against the wrong person. The agent tests every scenario, including the case where no matching contact exists, before the setup runs on its own.

What can start an automation from Agile CRM?

Any of Agile CRM's 10 triggers in the catalog, including New contact, New matching contact or company, New matching task and List all tasks. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Trello when something happens in Agile CRM?

Any of Trello's 112 actions, including Create Card, Invite Member to Board via email, Create a Label and Create a new Organization. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Trello to Agile CRM?

Yes. When something happens in Trello, your agent can act in Agile CRM too. This page covers both directions: Trello's triggers and Agile CRM's actions are listed here as well.

Do I have to build a connector for Agile CRM or Trello?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

Can my AI client use Agile CRM and Trello without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.