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GoProposal + Trello

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.

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...
    GoProposalGoProposal
    Proposal Won

    Triggers when a proposal is won.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GoProposal triggers, actions, and search

    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
    • Board

    • List

    • Filter

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Scheduled
    Try It
  • GoProposal triggers, actions, and search

    Proposal Created

    Triggers when a new live proposal is created.

    Trigger
    Instant
    Try It
    • ActivityRequired

    Trigger
    Instant
    Try It
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goproposal logo

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.
Learn more

Related categories

  • Proposal & Invoice Management
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