Cling + Trello
Creates a Trello card when a Cling document is sent
Creates a Trello card with some basic project information when you send a proposal or contract with Cling.
Creates a Trello card with some basic project information when you send a proposal or contract with Cling.
- When this happens...
New DocumentTriggers when a new document is created.
- automatically do this!
Create CardTriggers when a new card is added.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
About Cling
Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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