DripJobs + Trello
Create Trello cards from new accepted proposals in DripJobs
When a proposal is accepted in DripJobs, this workflow springs into action by helping you stay organized in your Trello boards. It meticulously creates a new card in Trello, thus ensuring every accepted proposal is tracked and managed efficiently. This automation not only streamlines your workflow, but it also grants you more free time to focus on more crucial tasks.
When a proposal is accepted in DripJobs, this workflow springs into action by helping you stay organized in your Trello boards. It meticulously creates a new card in Trello, thus ensuring every accepted proposal is tracked and managed efficiently. This automation not only streamlines your workflow, but it also grants you more free time to focus on more crucial tasks.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Card
Triggers when a new card is added.
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
Board
List
Filter
Try It
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
New Board
Triggers when a new board is added.
Try ItBoard
List
Card
Try It
