Qwilr + Trello

Create Trello cards for viewed Qwilr projects

It's difficult to keep track of sales leads — you send them proposals and quotes, but never know for certain whether they've read your documents and whether it's time for you to follow up. This Zapier automation will help you better manage your leads by instantly creating a new Trello card (in a Trello board and list of your choice) when a client views your Qwilr project for the first time.

It's difficult to keep track of sales leads — you send them proposals and quotes, but never know for certain whether they've read your documents and whether it's time for you to follow up. This Zapier automation will help you better manage your leads by instantly creating a new Trello card (in a Trello board and list of your choice) when a client views your Qwilr project for the first time.

  1. When this happens...
    QwilrQwilr
    Project First Viewed

    Triggers when a project is first viewed.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    ActionWrite
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Supported triggers and actions

    • Board

    • List

    • Card

    Trigger
    Polling
    Try It
qwilr logo
qwilr logo

About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

Related categories

  • Proposal & Invoice Management

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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