SALES
Advance the Salesforce opportunity stage when a MAP milestone card is completed
When a milestone card moves to the Done list on the mutual action plan Trello board, it updates the linked Salesforce opportunity stage and logs the milestone as a task…
How it runs
The automated pipeline, trigger to output.
- TriggerCard moved to Done list on MAP boardTrello
- LogicIs this a stage-advancing milestone?
- ActionFind linked Salesforce opportunitySalesforce
- ActionAdvance opportunity stageSalesforce
- OutputLog completed milestone as a taskSalesforce
What it does
Keeps Salesforce in lockstep with the shared mutual action plan. The moment a milestone card is moved into the Done list on Trello, the workflow maps that milestone to its forecast stage, advances the linked Salesforce opportunity, and writes a completed task on the record for an audit trail.
When to use it
Use it when your reps run the deal day-to-day in Trello but the forecast lives in Salesforce, and you are tired of stages lagging reality. Ideal for teams where MAP milestones correspond cleanly to pipeline stages.
How it works
- 1A Trello trigger fires when a card moves into the Done list.
- 2A logic step reads a label or naming convention to decide whether the card is a stage-advancing milestone (and which stage).
- 3If it is not a milestone card, the run ends quietly.
- 4The flow finds the matching Salesforce opportunity by the deal ID stored on the board.
- 5It updates the opportunity stage and creates a completed task recording which milestone closed and when.
Set it up
What you configure once, before turning it on.
- 1Connect TrelloKanban boards for everything.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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