Automate the flow between enterprise operations and visual project boards. Stop manually creating Trello cards from Dynamics 365 records, copying status updates between systems, or chasing down project context across platforms.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a new opportunity reaches a specific stage or a high-value account is created in Dynamics 365, automatically generate Trello cards with deal context, owner, and key dates. Sales and delivery teams stay aligned without manual handoffs.
As project milestones or work orders update in Dynamics 365, push status changes to corresponding Trello cards. Client-facing teams get real-time visibility into delivery progress without accessing the ERP.
When support or delivery cards reach 'Done' or 'Delivered' lists in Trello, automatically close or update corresponding service cases in Dynamics 365. Keep your system of record current without duplicate data entry.
When field service work orders are dispatched in Dynamics 365, create structured Trello checklists with tasks, required parts, and service steps. Field teams coordinate execution visually while data flows back to the ERP.
When customer success or project teams flag urgent issues on Trello boards, trigger notifications or create activities for account owners in Dynamics 365. Ensure enterprise visibility into tactical escalations.
Pull Trello card comments, completion rates, and time-to-close metrics back into Dynamics 365 project or opportunity records. Build a complete delivery history without switching between systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Trello with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands Dynamics 365's complex entity relationships and Trello's board-card-list structure to automate workflows that respect both systems' logic.
Redbird maps Dynamics 365 accounts, opportunities, work orders, cases, and custom entities to Trello boards, cards, lists, and labels—intelligently routing data based on record types, stages, and owners. The AI understands lookup fields, option sets, and date hierarchies in Dynamics 365, then structures them as actionable Trello cards with due dates, members, and checklists. No manual field mapping or rigid templates—just intelligent automation that adapts to how your teams actually use both platforms.
faster than building Dynamics 365-Trello syncs with Power Automate or custom API scripts
Redbird can pull from Dynamics 365 and Trello simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Dynamics 365 or Trello.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dynamics 365 into Trello, or from Trello back into Dynamics 365. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any Dynamics 365 entity event or Trello board activity—Redbird handles the rest.
Fires when a sales opportunity moves to a new stage in the pipeline.
Triggers when a new field service work order is created or assigned to a technician.
Fires when a customer service case status changes or is escalated.
Add a new account or update existing account fields in Dynamics 365.
Create a follow-up task, phone call, or activity linked to an entity record.
Modify fields on custom Dynamics 365 entities or option set values.
Fires when a Trello card is moved to a specific list, like 'In Progress' or 'Done'.
Triggers when a team member is added to a Trello card.
Fires when a card's due date is within a threshold or passes without completion.
Add a new Trello card to a board with pre-populated checklist items and labels.
Move a card to a different list, change members, or update labels and due dates.
Post a comment on a Trello card with details from external systems or workflows.
Sync Dynamics 365 and Trello in minutes. Bridge enterprise operations with visual project management and eliminate manual updates across your workflow.