Pensight + Trello
Create Trello cards for new Pensight orders to easily manage and track submissions
Easily stay on top of new orders with this Pensight to Trello automation. When a client submits an order in Pensight, a card will be created in Trello, allowing you to manage and track the progress of the order seamlessly. Keep your team organized and efficient, ensuring every client request gets the attention it deserves.
Easily stay on top of new orders with this Pensight to Trello automation. When a client submits an order in Pensight, a card will be created in Trello, allowing you to manage and track the progress of the order seamlessly. Keep your team organized and efficient, ensuring every client request gets the attention it deserves.
- When this happens...Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
- automatically do this!Create Card
Triggers when a new card is added.
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New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Try ItA User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Try ItBoard
List
Filter
Try ItBoard
List
Card
Try It
