Fresh Proposals + Trello
Create Trello cards for newly-accepted proposals in Fresh Proposals
Don't let any communication gaps between your sales and project teams spoil new business. This integration automates the next step of your sales process for you, automatically adding a Tello card to a specified board as soon as a new proposals is signed in Fresh Proposals.
Don't let any communication gaps between your sales and project teams spoil new business. This integration automates the next step of your sales process for you, automatically adding a Tello card to a specified board as soon as a new proposals is signed in Fresh Proposals.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by client .
- automatically do this!Create Card
Adds a new card on a specific board and list.
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Client Created
Triggers when a new Company is added in Fresh Proposals .
Try ItProposal Created
Triggers when a new Proposal is created .
Try ItProposal Rejected
Triggers when a proposal rejected by client .
Try ItCompanyNameRequired
Company Web Site Url
Company AddressLine1
Company AddressLine2
Company City
Company State
Company Country
Company Zip address
OfficeMobileNo
Contact First NameRequired
Contact Last NameRequired
Contact Email AddressRequired
Contact Mobile Number
Company Contact Added
trigger when new contact added/updated in freshproposals
Try ItProposal Accepted
Triggers when a proposal is accepted by client .
Try ItProposal Sent
Triggers when a proposal is sent by a team member .
Try ItTemplate IdRequired
Proposal NameRequired
DueDateRequired
Client NameRequired
Contact EmailRequired
