Cling + Trello

Creates a Trello card when a Cling document is sent

When this happens
Step 1: New Document
Then do this
Step 2: Create Card

Creates a Trello card with some basic project information when you send a proposal or contract with Cling.

Try this template

Supported triggers and actions

What does this mean?

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Instant

Create Client
Creates a new client
Action
Write
Create Document
Create a new document
Action
Write

Send Document
Send a document
Action
Write

Trello
Triggers when a new board is added.
Scheduled
Trigger
Trello
Triggers when a new card is added.
Scheduled
Trigger
Trello
Triggers when a Card is archived in Trello.
Scheduled
Trigger
Trello
Triggers when a Comment is added to a Card in Trello.
Scheduled
Trigger
Trello
Triggers when there is activity in Trello.
Instant
Trigger
Trello
Triggers when a Card is moved to a List in Trello,
Instant
Trigger
Trello
Triggers at a specified time before a card is due.
Scheduled
Trigger
Trello
Triggers when a Card is updated in Trello.
Instant
Trigger
Trello
Triggers when a new checklist is created in Trello.
Scheduled
Trigger
Trello
Triggers when a new label is created in Trello.
Scheduled
Trigger
Trello
Triggers when a label is added in a Trello card.
Instant
Trigger
Trello
Triggers when a new list on a board is added.
Scheduled
Trigger
Trello
Triggers when this Trello account joins a card.
Scheduled
Trigger
Trello
Triggers when you get a new notification in Trello.
Scheduled
Trigger
Trello
Creates a new checklist item in a card.
Scheduled
Action
Trello
Creates a new board.
Scheduled
Action
Trello
Adds a new card on a specific board and list.
Scheduled
Action
Trello
Archives a card.
Scheduled
Action
Trello
Adds one or more attachments to a specific card.
Scheduled
Action
Trello
Adds an existing label to a specific card.
Scheduled
Action
Trello
Moves a specific card to a list on a specific board.
Scheduled
Action
Trello
Adds one or more members to a specific card.
Scheduled
Action
Trello
Update a card's name, description, due date, or position in list.
Scheduled
Action
Trello
Adds a new (or existing) checklist to a card.
Scheduled
Action
Trello
Closes a board without permanently deleting it.
Scheduled
Action
Trello
Writes a new comment on a specific card.
Scheduled
Action
Trello
Completes an existing checklist item in a card.
Scheduled
Action
Trello
Creates a copy of an existing board.
Scheduled
Action
Trello
Deletes an existing checklist on a card.
Scheduled
Action
Trello
Adds a new label on a specific board.
Scheduled
Action
Trello
Adds a new list on a specific board.
Scheduled
Action
Trello
Removes an existing label from a card.
Scheduled
Action
Trello
Finds a label on a particular board by name.
Scheduled
Action
Trello
Finds a list on a particular board by name.
Scheduled
Action
Trello
Finds a checklist on a particular board or card by name.
Scheduled
Action
Trello
Finds a checklist item on a particular checklist by name.
Scheduled
Action
Trello
Finds a board in your Trello organization by name.
Scheduled
Action
Trello
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
Scheduled
Action
Trello
Finds a member in your Trello organization by name.
Scheduled
Action
Trello
Finds or creates a specific board label.
Scheduled
Action
Trello
Finds or creates a specific board list.
Scheduled
Action
Trello
Finds or creates a specific checklist.
Scheduled
Action
Trello
Finds or creates a specific organization board.
Scheduled
Action
Trello
Finds or creates a specific organization card.
Scheduled
Action