Better Proposals + Trello
Create new cards in Trello when proposals are sent in Better Proposals
Elevate your proposal management process with ease. With this workflow, each time a proposal is dispatched via Better Proposals, it swiftly generates a new card in Trello. This solution provides an efficient way to keep track of your proposals, helping to structure your business tasks effectively without the need for manual input.
Elevate your proposal management process with ease. With this workflow, each time a proposal is dispatched via Better Proposals, it swiftly generates a new card in Trello. This solution provides an efficient way to keep track of your proposals, helping to structure your business tasks effectively without the need for manual input.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItNew Board
Triggers when a new board is added.
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Board
List
Filter
Try It
