Better Proposals + Trello
Create cards in Trello when new proposals are paid in Better Proposals
Streamline your project management and enhance efficiency with this workflow. When a client pays their proposal within the Better Proposals platform, the workflow steps in to create a corresponding card on your Trello board. This results in instantly updated project details, aiding you in promptly initiating the next stages of your project. This system also improves payment tracking, thereby optimizing your business operations.
Streamline your project management and enhance efficiency with this workflow. When a client pays their proposal within the Better Proposals platform, the workflow steps in to create a corresponding card on your Trello board. This results in instantly updated project details, aiding you in promptly initiating the next stages of your project. This system also improves payment tracking, thereby optimizing your business operations.
- When this happens...Proposal Paid
Triggers when a proposal is paid.
- 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
