PandaDoc + Trello

Create or update PandaDoc contacts when cards are moved to a list in Trello

Easily manage your contacts when moving cards in Trello by updating PandaDoc contact information in just one step. With this automation, whenever a Trello card is moved to a specific list, the associated contact information will be created or updated in PandaDoc. Save time, stay organized, and never miss important client details again when using this efficient workflow.

Easily manage your contacts when moving cards in Trello by updating PandaDoc contact information in just one step. With this automation, whenever a Trello card is moved to a specific list, the associated contact information will be created or updated in PandaDoc. Save time, stay organized, and never miss important client details again when using this efficient workflow.

  1. When this happens...
    TrelloTrello
    Card Moved to List

    Triggers when a Card is moved to a List in Trello, inside the same Board.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Trello triggers, actions, and search

    New Board

    Triggers when a new board is added.

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Scheduled
    Try It
    • ActivityRequired

    Trigger
    Instant
    Try It
    • Board

    • Time Before

    • Time Before (Unit)

    • Status

    • Only cards where you're a member?

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Filter

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Scheduled
    Try It
    • BoardRequired

    • ListRequired

    • Card

    Trigger
    Instant
    Try It
    • BoardRequired

    • CardRequired

    Trigger
    Instant
    Try It
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn moreHelp

Related categories

  • Documents

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn moreHelp

Related categories

  • Project Management

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