Skip to content
Proposify logoProposify logo
Trello logoTrello logo
Proposify logoProposify logo
Trello logoTrello logo

Proposify + Trello

Proposify + Trello

Proposify + Trello integrations

Create new Trello cards from newly created Proposify proposals

Elevate your productivity with this streamlined process that springs into action once a proposal is generated in Proposify. It effortlessly crafts a new card in Trello, ensuring that you stay on top of every proposal in real-time. This workflow enables a smoother transition from proposal creation to task management, keeping your process seamless and efficient.

  1. When this happens...
    Proposal Created
    Proposal Created
    Proposal CreatedTriggers when a proposal is created.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Proposify and Trello

Discover other triggers and actions you can use with Proposify and Trello

  • Proposify triggers, actions, and search
    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
proposify logo
About Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Related categories
trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories
Similar apps
Planview AgilePlace integrationsPlanview AgilePlace integrations
Planview AgilePlace
Project Management
Kanban Tool integrationsKanban Tool integrations
Kanban Tool
Project Management
MeisterTask integrationsMeisterTask integrations
MeisterTask
Project Management

Related Zap Templates

  • Create new Trello cards for every sent proposal in Proposify

 

    Â