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Fresh Proposals + Trello

Fresh Proposals + Trello

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.

  1. When this happens...
    Proposal Accepted
    Proposal Accepted
    Proposal AcceptedTriggers when a proposal is accepted by client .
  2. automatically do this!
    Create Card
    Create Card
    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

  • Fresh Proposals triggers, actions, and search
    Client Created

    Triggers when a new Company is added in Fresh Proposals .

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search
    Proposal Created

    Triggers when a new Proposal is created .

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search
    Proposal Rejected

    Triggers when a proposal rejected by client .

    Trigger
    Instant
    Try It
    • CompanyName
      Required
    • Company Web Site Url
    • Company AddressLine1
    • Company AddressLine2
    • Company City
    • Company State
    • Company Country
    • Company Zip address
    • OfficeMobileNo
    • Contact First Name
      Required
    • Contact Last Name
      Required
    • Contact Email Address
      Required
    • Contact Mobile Number
    Action
    Write
  • Fresh Proposals triggers, actions, and search
    Company Contact Added

    trigger when new contact added/updated in freshproposals

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search
    Proposal Accepted

    Triggers when a proposal is accepted by client .

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent by a team member .

    Trigger
    Instant
    Try It
    • Template Id
      Required
    • Proposal Name
      Required
    • DueDate
      Required
    • Client Name
      Required
    • Contact Email
      Required
    Action
    Write
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About Fresh Proposals
FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal
Related categories
trello logo
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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