Trello SMS Automation
Automatically notify the assigned member via SMS and add a task in ActiveCampaign so work starts faster and acknowledgment is tracked from the start.
Why This Workflow Matters
Speed matters when tasks change hands. This automation sends a real-time SMS the moment a Trello card is assigned, so the right person sees it right away and can take action. It also logs a task in ActiveCampaign, keeping everything organized and accountable. The result: quicker handoffs, clear ownership, and better acknowledgment rates.
How The Automation Works
Trigger: Trello card assigned
Entry Conditions: member assigned
Tags/Fields Created: tag: trello_assigned
ActiveCampaign Steps: Send SMS notify assignee -> add to AC task list
SMS Sent (via D7): {'method': 'POST', 'url': 'https://api.d7networks.com/sms/send', 'body': "{ 'to':'{{phone}}','content':'A new Trello card was assigned to you: {{card_link}}' }"}
Exit Conditions: acknowledged
Goal: Acknowledgement rate
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Trigger fires | A Trello card is assigned. | starting the automation at the right moment. |
| Entry check | Confirms a member is assigned so only the right person is notified. | |
| Tag added | tag: trello_assigned is applied for easy tracking and filtering. | |
| SMS sent via D7 | Sends: “A new Trello card was assigned to you: {{card_link}}” | so the assignee sees it immediately. |
| Add to AC task list | Creates a task in ActiveCampaign to document and track follow-up. | |
| Await acknowledgment | Keeps focus on confirming receipt to ensure ownership. | |
| Measure goal | Progress tracks toward the Acknowledgement rate KPI. | |
| Exit on acknowledgment | Automation ends when acknowledged. | preventing duplicate nudges. |
SMS Message Variations
- You’ve been assigned a new Trello card. Open it here: {{card_link}}
- New Trello card for you review and start here: {{card_link}}
- A Trello task was just assigned to you. Details: {{card_link}}
Who This Workflow Is For
- Teams that manage work in Trello and need immediate handoffs
- Agencies, marketing teams, customer success, operations, and IT/project teams
- Any business that wants real-time assignment alerts and clear tracking in ActiveCampaign
Integrate Now
Ready to speed up handoffs and boost acknowledgment rates