Proposify + Trello
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.
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.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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
