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Create new cards in Trello boards when a proposal is accepted in Practice Ignition

  1. When this happensStep 1: Proposal Accepted

  2. Then do thisStep 2: Create Card

When you sign up a new client to your professional services business, there's always a number of steps you need to take to onboard your new client. This Practice Ignition-Trello integration will create a new card in the Trello board of your choice, immediately after your client accepts their Practice Ignition proposal. You can even create a checklist, assign the card and set a due date (and much more) for the card, automatically!

How this Practice Ignition-Trello integration works

  1. A new proposal is accepted in Practice Ignition
  2. Zapier will create a new card in the Trello board of your choice

Apps involved

  • Practice Ignition
  • Trello
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Connect Practice Ignition + Trello in Minutes

It's easy to connect Practice Ignition + Trello and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantProposal Accepted

Triggers when a proposal is accepted.

InstantService Accepted by Client

Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.

New Card

Triggers when a new card is added.

New Comment in Card

Triggers when a Comment is added to a Card in Trello.

InstantCard Moved to List

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

InstantProposal State Changed

Triggers when a proposal's state changes.

New Board

Triggers when a new board is added.

Card Archived

Triggers when a Card is archived in Trello.

InstantNew Activity

Triggers when there is activity in Trello.

Card Due

Triggers at a specified time before a card is due.