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GoProposal + Trello

GoProposal + Trello

GoProposal + Trello integrations

Create new Trello cards when proposals are won in GoProposal

Seal a deal in GoProposal and stay organized with this simple yet efficient workflow. Once a proposal is won on GoProposal, a corresponding card gets created in your Trello board. This ensures all your successful proposals are systematically recorded in a Trello board of your choice, providing a clear overview and immediate point of reference for your team's tasks and projects. Manage your sales funnels effectively and never miss a beat with your won proposals.

  1. When this happens...
    Proposal Won
    Proposal Won
    Proposal WonTriggers when a proposal is won.
  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 GoProposal and Trello

Discover other triggers and actions you can use with GoProposal and Trello

  • GoProposal triggers, actions, and search
    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
    • Board ID
    • List ID
    • Filter
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
  • GoProposal triggers, actions, and search
    Proposal Created

    Triggers when a new live proposal is created.

    Trigger
    Instant
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Activity
      Required
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
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About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
Related categories
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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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