Offri + Trello
Move Trello cards when proposals are newly-lost in Offri
So, you've already automated adding your Offri proposals as cards in Trello. But how do you keep track of changes in your proposals in Offri? By using this Zap, it's easy. Once this integration is in place, your Trello card will automatically move as soon as your Offri proposal progresses to a Lost status.
So, you've already automated adding your Offri proposals as cards in Trello. But how do you keep track of changes in your proposals in Offri? By using this Zap, it's easy. Once this integration is in place, your Trello card will automatically move as soon as your Offri proposal progresses to a Lost status.
- When this happens...
Proposal Status ChangedTriggers when a proposal has either expired, lost, or won.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Find CardFinds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
ActionSearchFind existing data in your app - then do this!Move Card to List
Moves a specific card to a list on a specific board.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
WorkspacesRequired
Proposal StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Is private
NameRequired
Email
Phone Number
Street + nr
Postal Code
City
Client Number
Country
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
TitleRequired
Expire on
Language
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ContactRequired
MatchesRequired
Name
Email address
Create Contact Person if no Contact Person is found
NameRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ContactRequired
Contact Person to updateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ContactRequired
Contact Person to updateRequired
NameRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ClientRequired
MatchesRequired
Name
Email address
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ContactRequired
MatchesRequired
NameRequired
Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
ListRequired
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BoardRequired
CardRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization
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
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
LabelRequired
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Member(s)Required
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
Organization
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.BoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
CardRequired
ChecklistRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List
Card NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
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 foundBoardRequired
List
CardRequired
SearchRequired
Checklist NameRequired
Checklist to Copy
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 foundOrganization
BoardRequired
ListRequired
Card NameRequired
Description
Label
Custom Labels
Card Position
Member
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
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
WorkspaceRequired
ContactRequired
NameRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
MatchesRequired
Name
Email address
Client Number
Create contact if no contact is found
Is private
Name
Email
Phone Number
Street + nr
Postal Code
City
Client Number
Country
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Contact to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Contact to updateRequired
Is private
Name
Email
Phone Number
Street + nr
Postal Code
City
Client Number
Country
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Find byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Find byRequired
WorkspaceRequired
Is private
NameRequired
Email
Phone Number
Street + nr
Postal Code
City
Client Number
Country
Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
List
CardRequired
ChecklistRequired
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.BoardRequired
ListRequired
NameRequired
Description
Label
Custom Labels
Card Position
Member
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
From List
CardRequired
To Board
To ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Card Name
Card Description
Card Due Date
Due Complete
Card Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
ChecklistRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
Card
ChecklistRequired
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.BoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
Card
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
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 foundOrganizationRequired
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
About Offri
Offri enables you to create great looking proposals quickly.
Related categories
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories
Similar apps
Planview AgilePlace
Project Management
Kanban Tool
Project Management
MeisterTask
Project ManagementRelated Zap Templates
- Update Trello cards when Offri proposals are updated
- Move Trello cards to lists with new status changes to proposals in Offri
- Find and move Trello cards when for newly-won Offri proposals
- Archive Trello cards when proposals are newly-deleted in Offri
- Add labels to Trello cards when new Offri proposals are opened