Create Trello cards from new accepted proposals in DripJobs
When a proposal is accepted in DripJobs, this workflow springs into action by helping you stay organized in your Trello boards. It meticulously creates a new card in Trello, thus ensuring every accepted proposal is tracked and managed efficiently. This automation not only streamlines your workflow, but it also grants you more free time to focus on more crucial tasks.
When a proposal is accepted in DripJobs, this workflow springs into action by helping you stay organized in your Trello boards. It meticulously creates a new card in Trello, thus ensuring every accepted proposal is tracked and managed efficiently. This automation not only streamlines your workflow, but it also grants you more free time to focus on more crucial tasks.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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