Better Proposals + Trello integrations
Move cards to list in Trello when proposals are signed in Better Proposals
When a proposal is signed in Better Proposals, seamlessly manage your project progression by shifting cards to a specific list in Trello with this workflow. It helps keep your project management clutter-free and enables you to track the status of signed proposals without the manual work. This automation optimizes your workflow, making proposal management more efficient.
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Move Card to ListMoves a specific card to a list on a specific board.
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More things you can do with Better Proposals and Trello
Discover other triggers and actions you can use with Better Proposals and Trello
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - New Board
Triggers when a new board is added.
Try ItTriggerPolling
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
ActionWrite- Board ID
- List ID
- Filter
Try ItTriggerPolling
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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