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Bestmate + Trello

Bestmate + Trello

Bestmate + Trello integrations

Create new Trello cards from new Bestmate estimates

When a new estimate is created in Bestmate, this workflow creates a corresponding card in Trello, keeping your project management streamlined and on track. Effortlessly manage your client estimates and project tasks using consistent terminology from both Bestmate and Trello. Experience the ease of instant updates and efficient project administration that this automation brings, saving you time, and enhancing productivity.

  1. When this happens...
    Estimate Created
    Estimate Created
    Estimate CreatedTriggers when a new estimate is created in Bestmate.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Bestmate and Trello

Discover other triggers and actions you can use with Bestmate and Trello

  • Bestmate triggers, actions, and search
    Booking Created

    Triggers when a new booking is created in Bestmate.

    Trigger
    Instant
    Try It
  • Bestmate triggers, actions, and search
    Estimate Created

    Triggers when a new estimate is created in Bestmate.

    Trigger
    Instant
    Try It
  • Bestmate triggers, actions, and search
    Request Created

    Triggers when a new request is received or created in Bestmate.

    Trigger
    Instant
    Try It
    • First Name
      Required
    • Last Name
    • Email Address
    • Phone Number
    • Company Name
    • Address - Street
    • Address - City
    • Address - State
    • Address - Zip/Postal
    • Address - Country
    Action
    Write
  • Bestmate triggers, actions, and search
    Customer Created

    Triggers when a new customer is created in Bestmate.

    Trigger
    Instant
    Try It
  • Bestmate triggers, actions, and search
    Invoice Created

    Triggers when a new invoice is created in Bestmate.

    Trigger
    Instant
    Try It
    • Booking Title
      Required
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
    • Email
    • Address - Street
    • Address - City
    • Address - State
    • Address - Country
    • Address - Zip/Postal
    • Start Date & Time
      Required
    • End Date & Time
      Required
    Action
    Write
    • Request Title
      Required
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
    • Email
    • Address - Street
    • Address - City
    • Address - State
    • Address - Country
    • Address - Zip/Postal
    • Start Date & Time
    • End Date & Time
    Action
    Write
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About Bestmate
BestMate is an all-in-one app to grow your business — invoice, quote, schedule, payments, messages — on one powerful platform
Related categories
trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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Related Zap Templates

  • Create Trello cards for each new customer added in Bestmate

 

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