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
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Triggers when a proposal is paid.
Adds a new list on a specific board.
Triggers when a proposal is opened.
Creates a new board.
Triggers when a proposal is signed.
Adds a new card on a specific board and list.
Triggers when a Card is updated in Trello.
Creates a new proposal.
Triggers when you get a new notification in Trello.
Writes a new comment on a specific card.
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