Clientjoy + Trello
Create Trello cards for new Clientjoy customers
Activate this integration to create your initial project setup tasks in Trello automatically every time a new customer is added to Clientjoy.
Activate this integration to create your initial project setup tasks in Trello automatically every time a new customer is added to Clientjoy.
- When this happens...
New Client Is AddedTriggers when a new client is added in Clientjoy
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CardAdds a new card on a specific board and list.
ActionWriteCreate a new record or update an existing record in your app.
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WorkspaceRequired
StageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Choose WorkspaceRequired
Lead Email (optional)
Lead Id (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Choose Activity TypeRequired
Activity Name
Guests
Starts AtRequired
Ends AtRequired
Color
Link to Lead/Customer
Internal Note
Description
Location
Mark As Done
Send Invites
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Recipient NameRequired
Recipient's Email addressRequired
Invoice date
Due date
Choose Item (Product or Service that you are offering)
Item Description
Unit
Quantity
Rate
Tax
Adjustments
Discount Type (Number / Percent)Required
Discount value
When to apply discount?Required
Is this a recurring Invoice?Required
Choose Payment method
Client note
Terms and conditions
Invoice Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Please choose whether Proposal is for a Lead or CustomerRequired
Recipient NameRequired
Recipient EmailRequired
Name of the Proposal or TitleRequired
Proposal expiry date
Choose your custom proposal template
Choose from Clientjoy's inbuilt templates
Choose Item (Product or Service that you are offering)
Item Description
Unit (e.g. hours, months, etc.)
Quantity
Item Rate
Choose Tax
Want to apply discount?
Choose True if you want to send the proposal automatically to the receiver.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Lead IdRequired
Name
Email
Phone
Company
Title
StageRequired
SourceRequired
OwnerRequired
CurrencyRequired
Deal size
Conversion Probablity
Website
PrivacyRequired
Last Contact
Address
City
State
Country
Zip
Tags
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClientjoy WorkspaceRequired
Field To Search ByRequired
Client's full nameRequired
Client's Company
Client's email addressRequired
Client's phone number
Client's Title or Designation
Company's VAT number
Choose CurrencyRequired
Choose Client's OwnerRequired
Client Website
Choose Tags
Add a Note
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivityRequired
Board ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Board ID
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
From List ID
Card IDRequired
To Board ID
To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Card Name
Card Description
Overwrite Description
Card Start Date
Card Due Date
Due Complete
Card Position
Card Closed
Cover Info
Card Color
Brightness
Attachment ID
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
NameRequired
Organization ID
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrello Query StringRequired
Organization ID
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization IDRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
In which workspace you need to add the Customer?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.In which workspace you need to add the Lead?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Email id of Proposal's receiver (optional)
Clientjoy ID of Proposal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Clientjoy WorkspaceRequired
Client's full nameRequired
Client's Company
Client's email addressRequired
Client's phone number
Client's Title or Designation
Company's VAT number
Choose CurrencyRequired
Choose Client's OwnerRequired
Client Website
Choose Tags
Add a Note
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace in ClientjoyRequired
Lead's nameRequired
Lead's Email address
Lead's Phone number
Lead's Title or Designation
Lead's Company name
Lead's Website or Link
Deal Size
Choose Currency for Deal SizeRequired
Conversion Probablity (1-100)
Last Contact Date
Sales Stage in PipelineRequired
Source
Choose Lead OwnerRequired
PrivacyRequired
Tags
Note
Address
City
State
Country
Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Customer IdRequired
Name
Email
Title
Phone
Company
VAT Number
CurrencyRequired
OwnerRequired
Website
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
Tags
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChoose the workspaceRequired
Team member's email or Full nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace in ClientjoyRequired
Field To Search ByRequired
Lead's nameRequired
Lead's Email address
Lead's Phone number
Lead's Title or Designation
Lead's Company name
Lead's Website or Link
Deal Size
Choose Currency for Deal SizeRequired
Conversion Probablity (1-100)
Last Contact Date
Sales Stage in PipelineRequired
Source
Choose Lead OwnerRequired
PrivacyRequired
Tags
Note
Address
City
State
Country
Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard ID
List ID
Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Member IDRequired
Membership TypeRequired
Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Label IDRequired
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Member ID(s)Required
List ID
Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List IDRequired
NameRequired
Description
Label ID
Custom Labels
Card Position
Member ID(s)
Start Date
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
Cover Info
Card Color
Brightness
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
List ID
Card IDRequired
Checklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
List ID
Card ID
Checklist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card ID
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
List ID
Card IDRequired
Checklist IDRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List Name
Keyword
Member
Label
Due Date Filter
Has Filter
Only Starred Boards
Open Cards Only
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard IDRequired
List ID
Card IDRequired
SearchRequired
Checklist NameRequired
Checklist to Copy ID
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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