Better Proposals + Trello
Create new Trello cards when Better Proposals are signed
Effortlessly streamline your project management process with this efficient workflow. As soon as a proposal is signed in Better Proposals, a new card is created in Trello. This not only keeps your team updated, but also helps to kickstart the next phase of your project instantly. No more manual entry or waiting time, this automation ensures a smooth transfer of work from Better Proposals to Trello.
Effortlessly streamline your project management process with this efficient workflow. As soon as a proposal is signed in Better Proposals, a new card is created in Trello. This not only keeps your team updated, but also helps to kickstart the next phase of your project instantly. No more manual entry or waiting time, this automation ensures a smooth transfer of work from Better Proposals to Trello.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- 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
