Better Proposals
When this happens...
Better ProposalsProposal Signed
Then do this...
TrelloCreate 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

Why Zapier?

Free

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Easy

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Secure

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

When this happens...
then do this!
Proposal Paid

Triggers when a proposal is paid.

Create List

Adds a new list on a specific board.

Proposal Opened

Triggers when a proposal is opened.

Create Board

Creates a new board.

Proposal Signed

Triggers when a proposal is signed.

Create Card

Adds a new card on a specific board and list.

Card Updated

Triggers when a Card is updated in Trello.

Create a Proposal

Creates a new proposal.

New Notification

Triggers when you get a new notification in Trello.

Create Comment

Writes a new comment on a specific card.

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Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn More

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

See Trello Integrations