Offri + Trello
Find and move Trello cards when for newly-won Offri proposals
So, you've already automated adding your Offri proposals as cards in Trello. But how do you keep track of won proposals? This integration automatically changes the list of a card in Trello after a new proposal is accepted in Offri. That way, you don't have to go back and forth between platforms just to drag a card around.
So, you've already automated adding your Offri proposals as cards in Trello. But how do you keep track of won proposals? This integration automatically changes the list of a card in Trello after a new proposal is accepted in Offri. That way, you don't have to go back and forth between platforms just to drag a card around.
- When this happens...Proposal Status Changed
Triggers when a proposal has either expired, lost, or won.
- automatically do this...Find Card
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
- then do this!Move Card to List
Moves a specific card to a list on a specific board.
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