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GoProposal + Trello

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.

  1. When this happens...
    Proposal Won
    Proposal Won
    Proposal WonTriggers when a proposal is won (Letter of Engagement signed) in GoProposal.
  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
    AML Check Ready

    Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.

    Trigger
    Instant
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  • GoProposal triggers, actions, and search
    Contact Deleted

    Triggers when a contact is deleted in GoProposal.

    Trigger
    Instant
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  • GoProposal triggers, actions, and search
    New Draft Proposal Created

    Triggers when a draft proposal is created in GoProposal.

    Trigger
    Instant
    Try It
  • GoProposal triggers, actions, and search
    New Live Proposal Sent

    Triggers when a live proposal is sent to a client in GoProposal.

    Trigger
    Instant
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  • GoProposal triggers, actions, and search
    New Contact Created

    Triggers when a new contact is created in GoProposal.

    Trigger
    Instant
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  • GoProposal triggers, actions, and search
    Contact Updated

    Triggers when a contact is updated in GoProposal.

    Trigger
    Instant
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  • GoProposal triggers, actions, and search
    Follow-Up Date Reminder

    Triggers when a follow-up date reminder fires for a proposal in GoProposal.

    Trigger
    Instant
    Try It
  • GoProposal triggers, actions, and search
    New Proposal Created

    Triggers when any proposal (live or draft) is created in GoProposal.

    Trigger
    Instant
    Try It
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About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
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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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