Client Dispute Manager + Trello
Create Trello cards from new leads in Client Dispute Manager
Stay on top of your new leads coming in through Client Dispute Manager by setting up a streamlined workflow that creates a card in Trello for each one. This automation eases the manual task of inputting information across platforms, saving you time and ensuring you never lose track of a lead. Enhance your productivity and immediately action on new opportunities by having all lead details readily available in your Trello board.
Stay on top of your new leads coming in through Client Dispute Manager by setting up a streamlined workflow that creates a card in Trello for each one. This automation eases the manual task of inputting information across platforms, saving you time and ensuring you never lose track of a lead. Enhance your productivity and immediately action on new opportunities by having all lead details readily available in your Trello board.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItCompleted Status
Triggers when we change the status from completed to other status.
Try ItLead Status
Triggers when we change the status from lead to other status.
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Active Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
Try ItInactive Status
Triggers when we change the status from Inactive to other status.
Try ItNew Customer
Triggers when a new customer is created.
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