Jetpack Workflow + Proposify + Trello Integrations
How to connect Jetpack Workflow + Proposify + Trello
Zapier lets you send info between Jetpack Workflow and Proposify and Trello automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Jetpack Workflow + Proposify + Trello
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Jetpack Workflow, Proposify, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.
New Client
Triggers when a new client is created.
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Job Name
Client ID
Job Manager
Description
Due
Client IDRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Updated Client
Triggers when a client has been updated.
Try ItCompany Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
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How Jetpack Workflow + Proposify + Trello Integrations Work
- Step 1: Authenticate Jetpack Workflow, Proposify, and Trello.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Jetpack Workflow
Workflow Software Built To Help Your Growing Firm
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About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
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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.
