1.Detects form submission input
Integrate Sub-Zap by Zapier and form submission routing to catch incoming project intake and trigger downstream card and lead steps.
Create sales project card and capture new lead
Automatically capture project submissions across Trello, LeadConnector, QuickBooks Online, and Stripe. Create and update CRM lead records and Trello project cards when a form submission is received or order details arriveβso you can qualify leads, assign projects, and issue payment links without manual lead work.
How this automation accelerates your lead-to-project handoff
When form submissions are received, delays can slow lead follow-up and project kickoff. This automation creates Trello project cards and updates CRM contacts and customer and payment recordsβso your team can move faster from intake to action.
Sub-Zap by Zapieror swap with your favorite app
2.Creates Trello project card
Integrate Trello and project management tools to create a card, map order fields to card content, and set the due date.
Trelloor swap with your favorite app
3.Adds or updates CRM contact
Integrate LeadConnector and contact data sources to add or update the contact, tag it as a project lead, and attach the card note.
LeadConnectoror swap with your favorite app
4.Finds or creates customer
Integrate QuickBooks Online and billing records to search by email, create the customer on no match, and return status data.
QuickBooks Onlineor swap with your favorite app
5.Creates payment link and updates card
Integrate Stripe and invoice metadata handling to create a payment link and update the Trello card with the invoice details.
Stripeor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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