Create Trello cards for newly won proposals in Offorte Proposals
Boost your efficiency with this seamless connection between Offorte Proposals and Trello. Whenever you mark a proposal as won in Offorte Proposals, a fresh card takes form in Trello. This organized approach ensures a smooth transition of successful proposals into your project management process, enhancing consistency and saving valuable time.
- When this happens...

Proposal WonTriggers when a proposal is won.TriggerInstant - automatically do this!

Create CardAdds a new card on a specific board and list.ActionWrite
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More things you can do with Offorte Proposals and Trello
Discover other triggers and actions you can use with Offorte Proposals and Trello
Contact CreatedTriggers when a contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Contact Person UpdatedTriggers when a contact person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Product CreatedTriggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Product Directory CreatedTriggers when a product directory is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Product Directory UpdatedTriggers when a product directory is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal ClosedTriggers when a proposal is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal CreatedTriggers when a proposal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal UpdatedTriggers when a proposal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NameRequired
- TypeRequired
- Email
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc_number
- Vat_number
- Tags
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product DirectoryRequired
- Product NameRequired
- Short Description
- SKU
- Price
- VAT ID
- Recurring
- Selectable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact_type_pluralRequired
- Contact_idRequired
- Contact_peopleRequired
- Proposal_template_idRequired
- Design_template_idRequired
- Text_template_idRequired
- Account_user_idRequired
- NameRequired
- Price_total
- Status
- Tags
- Custom_fields
- Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product DirectoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact_idRequired
- Name
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc_number
- Vat_number
- Tags
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Product NameRequired
- PriceRequired
- VAT IDRequired
- Short Description
- Product Directory
- SKU
- Recurring
- Selectable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Proposal_idRequired
- Contact_id
- Contact_people
- Design_template_id
- Text_template_id
- Account_user_id
- Name
- Price_total
- Status
- Tags
- Custom_fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product DirectoryRequired
- Search TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New BoardTriggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ActivityRequired
- Board ID
- List ID
- Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item NameRequired
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization ID
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- File Attachments
- URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- From List ID
- Card IDRequired
- To Board ID
- To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- NameRequired
- Organization ID
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Label NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List ID
- Card IDRequired
- Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Card IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist IDRequired
- Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- List IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
- Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Trello Query StringRequired
- Organization ID
- Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
- Member_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Organization IDRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Contact Person CreatedTriggers when a contact person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Contact UpdatedTriggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Product DeletedTriggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Product Directory DeletedTriggers when a product directory is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Product UpdatedTriggers when a product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal CommentTriggers when a customer comment on a proposal is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal SendTriggers when a proposal has been send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal WonTriggers when a proposal is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Contact_type_pluralRequired
- Contact_idRequired
- EmailRequired
- FullnameRequired
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Directory NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Proposal_idRequired
- Send_message_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact_idRequired
- Contact_person_idRequired
- Email
- Fullname
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product DirectoryRequired
- New Directory NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
- Contact_type_pluralRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board ID
- List ID
- Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New NotificationTriggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Member IDRequired
- Membership TypeRequired
- Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Label IDRequired
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Member ID(s)Required
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List IDRequired
- NameRequired
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card ID
- Checklist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Card IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List ID
- Card ID
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Label IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Label NameRequired
- Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Board IDRequired
- List ID
- Card IDRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found




