Cling + Trello + Formatter by Zapier
Create Trello cards with correct prices when new Cling documents are created
Set up this integration to automatically creates a card in Trello whenever document is created in Cling. (This integration also uses Numbers from Zapier to format price data as the correct amount.)
Set up this integration to automatically creates a card in Trello whenever document is created in Cling. (This integration also uses Numbers from Zapier to format price data as the correct amount.)
- When this happens...New Document
Triggers when a new document is created.
- automatically do this...Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
- then do this!Create Card
Triggers 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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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.