DripJobs + Trello

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.

  1. When this happens...
    DripJobsDripJobs
    Proposal Accepted

    Triggers when a proposal is marked accepted in dripjobs.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

  • DripJobs triggers, actions, and search

    Deal Stage Changed

    Triggers when a deal or job card moves to a new stage.

    Trigger
    Instant
    Try It
  • DripJobs triggers, actions, and search

    On-Site Estimate Scheduled

    Triggers when an on-site estimate scheduled appointment is created in dripjobs.

    Trigger
    Instant
    Try It
  • DripJobs triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by customer

    Trigger
    Instant
    Try It
dripjobs logo
dripjobs logo

About DripJobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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