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Add cards to Trello when proposals are signed in Better Proposals

  1. When this happensStep 1: Proposal Signed

  2. Then do thisStep 2: Create Card

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.

How this Better Proposals-Trello integration works

  1. A proposal is signed in Better Proposals
  2. Zapier creates a card in Trello on your specified board and list

Apps involved

  • Better Proposals
  • Trello
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Connect Better Proposals + Trello in Minutes

It's easy to connect Better Proposals + Trello and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Proposal

Triggers when a new proposal is created.

Proposal Paid

Triggers when a proposal is paid.

Proposal Signed

Triggers when a proposal is signed.

Create Board

Creates a new board.

Archive Card

Archives a card.

Proposal Opened

Triggers when a proposal is opened.

Proposal Sent

Triggers when a proposal is sent.

Create Checklist Item in Card

Creates a new checklist item in a card.

Create Card

Adds a new card on a specific board and list.

Add Attachment to Card

Adds one or more attachments to a specific card.

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