RepCard + Trello
Create cards in Trello for new contacts in RepCard
Boost your productivity by having this workflow handle your contacts and tasks. Whenever a new contact is added within the RepCard app, this intelligent workflow springs to action, creating a new card in Trello to help you manage and track your communication efficiently. No need for manual entries; this workflow ensures a seamless connection between RepCard and Trello, saving you time and improving your contact management process.
Boost your productivity by having this workflow handle your contacts and tasks. Whenever a new contact is added within the RepCard app, this intelligent workflow springs to action, creating a new card in Trello to help you manage and track your communication efficiently. No need for manual entries; this workflow ensures a seamless connection between RepCard and Trello, saving you time and improving your contact management process.
- When this happens...New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
- automatically do this!Create Card
Triggers when a new card is added.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
