CLG App + Trello
Create Trello cards from new CLG App letters
Turn your generated letter file into an actionable to do list in Trello. Every time a new letter is generated in CLG App, Zapier will automatically create a Trello card.
Turn your generated letter file into an actionable to do list in Trello. Every time a new letter is generated in CLG App, Zapier will automatically create a Trello card.
- When this happens...New Letter Generated
Triggers when a new letter is generated.
- automatically do this!
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Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Letter Generated
Triggers when a new letter is generated.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Client
Triggers when a client is updated.
Try ItFirst NameRequired
Last NameRequired
Full Name
EmailRequired
PhoneRequired
Date Of BirthRequired
Street Number
Street Name
State
City
ZipRequired
SSN
What Is Your Main GoalRequired
StatusRequired
Document Tracking Number
Client Portal Access
