Move new Jobber quotes to Trello list as cards
This workflow aids in keeping your project management tasks organized in Trello the moment a quote is sent in Jobber. Whenever a quote is sent out using Jobber, the process will move a card to a specified list in your Trello board. Not only does this improve overall productivity but it also ensures a smooth transition from sales to execution, reducing any potential for oversight or forgotten tasks.
This workflow aids in keeping your project management tasks organized in Trello the moment a quote is sent in Jobber. Whenever a quote is sent out using Jobber, the process will move a card to a specified list in your Trello board. Not only does this improve overall productivity but it also ensures a smooth transition from sales to execution, reducing any potential for oversight or forgotten tasks.
- When this happens...Quote Sent
Triggers when a quote is sent
- automatically do this!Move Card to List
Moves a specific card to a list on a specific board.
- Free forever for core features
- 14 day trial for premium features & apps