Stan + Trello
Create Trello checklists for each new Stan customer
Whenever there's a new customer in Stan, allow this workflow to create a checklist on a Trello card in a seamless process. This automates your customer management routine, ensuring each new customer is given immediate attention through your pre-defined tasks on Trello. It's a simplified and efficient method to stay organized and timely in your customer onboarding process.
Whenever there's a new customer in Stan, allow this workflow to create a checklist on a Trello card in a seamless process. This automates your customer management routine, ensuring each new customer is given immediate attention through your pre-defined tasks on Trello. It's a simplified and efficient method to stay organized and timely in your customer onboarding process.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Add Checklist to Card
Triggers when a new checklist is created in Trello.
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