Nusii Proposals + Trello
Add Trello cards when proposals are created in Nusii Proposals
Knowing which stage a client is at in your sales funnel is crucial to the success of any business. This Zap will automatically create a Card for you in Trello when a new proposal is created. No more back and forth between platforms.
Knowing which stage a client is at in your sales funnel is crucial to the success of any business. This Zap will automatically create a Card for you in Trello when a new proposal is created. No more back and forth between platforms.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Card
Triggers when a new card is added.
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Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent.
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try ItEmailRequired
Role
First NameRequired
Surname
Business Name
Telephone
Locale
Currency
Street Address
Postcode
City
Country
State
Website
PDF Page Size
Notes
