Proposify + Trello
Create new Trello cards for every sent proposal in Proposify
Boost your project handling process with this Proposify to Trello workflow. Whenever a proposal is dispatched from Proposify, it promptly generates a relevant card in Trello. This workflow simplifies your task alignment with your proposals, effectively removing the need for manual entry, and freeing up more time to focus on securing deals.
Boost your project handling process with this Proposify to Trello workflow. Whenever a proposal is dispatched from Proposify, it promptly generates a relevant card in Trello. This workflow simplifies your task alignment with your proposals, effectively removing the need for manual entry, and freeing up more time to focus on securing deals.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Create Card
Triggers when a new card is added.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
