The moment it happens

Create Trello cards from form leads

Each lead or request from your form becomes a card in the right list, with the details in its description.

Runs: The moment it happens
Apps: Trello
AI: Not needed
Access: read+write

Send this to your assistant

Create a ClickRuntime automation: give me a link my lead form can send entries to. Create a card in the New Leads list on my Sales board with the name as the title and the email, company and message in the description.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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Why use it

Why teams use this automation

Leads and requests arrive through web forms, booking tools and spreadsheets, but the team works in Trello. Someone copies each submission into a card by hand, and the delay shows: a quote request sits in an inbox for a day, a card goes into the wrong list, or the due date is forgotten. When volume increases, entries get dropped.

This provides a link that receives a submission from your form or another tool. The moment it arrives, a Trello card is created in the right list, with the description, labels and a due date filled in from the submitted fields.

It works for contact forms, order requests, event registrations or any tool that can send data to a link. Everything the submitter typed travels with the card, so nobody has to go back to the original form.

What you get out of it

New requests are visible immediately
A submission becomes a card in seconds, so the team sees it when it arrives. A response that used to wait for someone to find time to copy it over can start straight away.
No copy and paste errors
Names, email addresses and amounts arrive exactly as submitted. Typos introduced by retyping a phone number or order total are a thing of the past, which saves a follow-up email to confirm details.
Cards land in the right list
Routing rules based on the submitted fields can send a sales inquiry to one list and a support request to another. Triage happens at creation instead of after someone reads each card.
Consistent structure on every card
Every card has the same sections, labels and due date. That consistency makes the board easy to scan and makes it simple to filter, report on and hand over between team members.
Works with the tools you already use
Any form builder or booking system that can send data to a link can feed the board. You do not need to replace your website form to get submissions into Trello.

How it works

What happens, step by step

When someone submits your lead form, ClickRuntime receives their answers straight away.
It creates a card in your chosen Trello list, such as New Leads, named after the person.
The card description holds their email, company and message, with the labels and due date you set.

Before it runs live

Connect Trello
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Create Trello cards from form leadsjust nowSucceeded

Trello · Sales / New LeadsDana Ortiz Email: dana@northwind.example · Company: Northwind · "Looking for a team plan for 40 seats."

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Trello steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

create_cards_from_incoming_submissions.pyexample

from clickruntime import on_event, http, credentials

LIST_ID = "NEW_LEADS_LIST_ID"  # the New Leads list on the Sales board

def trello(method, path, **params):
    params.update(key=credentials.secret("TRELLO_API_KEY"), token=credentials.secret("TRELLO_TOKEN"))
    r = http.request(method, f"https://api.trello.com/1{path}", params=params)
    r.raise_for_status()
    return r.json()

@on_event
def handle(event):
    lead = event.json or {}
    desc = f"Email: {lead.get('email', '')}\nCompany: {lead.get('company', '')}\n\n{lead.get('message', '')}"
    card = trello("POST", "/cards", idList=LIST_ID, name=lead.get("name", "New lead"), desc=desc)
    return {"card": card["shortUrl"]}

FAQ

Common questions

What fields can go onto the card?

The card title, description, labels, due date and list can all be filled from the submission. You can also add a checklist or attach a link back to the source, depending on what your form collects.

What if the same form is submitted twice?

A repeat submission creates a second card, since the flow cannot always tell a duplicate from a genuine second request. If your form includes a unique ID or email, ask for a duplicate check against existing cards.

Which tools can send the submission?

Any form, booking or e-commerce tool that can send data to a web link when something is submitted. Tell your AI assistant which tool you use and it can match the field names for you.

What permissions does it need?

read+write. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens