Fresh Proposals + Trello integrations
Create Trello cards for newly-accepted proposals in Fresh Proposals
Don't let any communication gaps between your sales and project teams spoil new business. This integration automates the next step of your sales process for you, automatically adding a Tello card to a specified board as soon as a new proposals is signed in Fresh Proposals.
- When this happens...Proposal AcceptedTriggers when a proposal is accepted by client .
- automatically do this!Create CardAdds a new card on a specific board and list.
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More things you can do with Fresh Proposals and Trello
Discover other triggers and actions you can use with Fresh Proposals and Trello
- Client Created
Triggers when a new Company is added in Fresh Proposals .
Try ItTriggerInstant - Proposal Created
Triggers when a new Proposal is created .
Try ItTriggerInstant - Proposal Rejected
Triggers when a proposal rejected by client .
Try ItTriggerInstant - CompanyNameRequired
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First NameRequired
- Contact Last NameRequired
- Contact Email AddressRequired
- Contact Mobile Number
ActionWrite
- Company Contact Added
trigger when new contact added/updated in freshproposals
Try ItTriggerInstant - Proposal Accepted
Triggers when a proposal is accepted by client .
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent by a team member .
Try ItTriggerInstant - Template IdRequired
- Proposal NameRequired
- DueDateRequired
- Client NameRequired
- Contact EmailRequired
ActionWrite
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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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