Docspo + Trello
Create Trello cards when a new documents are sent with Docspo
Need an easy way to structure your sales process? With this Zapier integration between Trello and Docspo you can easily create a sales pipe to keep track of your deals. Let this integration automatically create a new Trello card as soon as a proposal is sent with Docspo.
Need an easy way to structure your sales process? With this Zapier integration between Trello and Docspo you can easily create a sales pipe to keep track of your deals. Let this integration automatically create a new Trello card as soon as a proposal is sent with Docspo.
- When this happens...Document Sent
Triggers when a document changes status to sent.
- automatically do this!Create Card
Triggers when a new card is added.
- Free forever for core features
- 14 day trial for premium features & apps
Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Expired
Triggers when a document changes status to denied.
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
