Create new cards in Trello boards when a proposal is accepted in Practice Ignition
When this happensStep 1: Proposal Accepted
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
- A new proposal is accepted in Practice Ignition
- Zapier will create a new card in the Trello board of your choice
- Practice Ignition