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GoProposal + Trello

Create Trello cards from new GoProposal draft proposals

Simplify your proposal management process with this streamlined workflow. When you draft a new proposal in GoProposal, this integration promptly creates a corresponding card in Trello. This lets you keep track of all your proposals effortlessly in a single Trello board, enabling you to manage your workflow more efficiently.

Simplify your proposal management process with this streamlined workflow. When you draft a new proposal in GoProposal, this integration promptly creates a corresponding card in Trello. This lets you keep track of all your proposals effortlessly in a single Trello board, enabling you to manage your workflow more efficiently.

  1. When this happens...
    GoProposalGoProposal
    Draft Proposal Created

    Triggers when a new draft proposal is created.

    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
goproposal logo
goproposal logo

About GoProposal

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

Related categories

  • Proposal & Invoice Management
trello logo

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