Add cards to Trello when proposals are signed in Better Proposals
When this happensStep 1: Proposal Signed
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
- A proposal is signed in Better Proposals
- Zapier creates a card in Trello on your specified board and list
- Better Proposals