Better Proposals + Trello integrations
Add cards to Trello when proposals are signed in Better Proposals
An efficient workflow is an efficient business, so having aspects of your sales process slip through the cracks causes the whole organization to slow down. This Zapier automation handles the first step of your sales process for you by adding a Trello card to a specific board and list whenever a proposal is signed in Better Proposals. That way, it's easy to keep everything on track and organized.
- 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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