Fresh Proposals + Trello

Create Trello cards for newly-accepted proposals in Fresh Proposals

Don't let any communication gaps between your sales and project teams spoil new business. This integration automates the next step of your sales process for you, automatically adding a Tello card to a specified board as soon as a new proposals is signed in Fresh Proposals.

Don't let any communication gaps between your sales and project teams spoil new business. This integration automates the next step of your sales process for you, automatically adding a Tello card to a specified board as soon as a new proposals is signed in Fresh Proposals.

  1. When this happens...
    Fresh ProposalsFresh Proposals
    Proposal Accepted

    Triggers when a proposal is accepted by client .

    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

  • Fresh Proposals triggers, actions, and search

    Company Contact Added

    trigger when new contact added/updated in freshproposals

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search

    Proposal Accepted

    Triggers when a proposal is accepted by client .

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent by a team member .

    Trigger
    Instant
    Try It
    • Template IdRequired

    • Proposal NameRequired

    • DueDateRequired

    • Client NameRequired

    • Contact EmailRequired

    Action
    Write
fresh-proposals logo
fresh-proposals logo

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

Related categories

  • Proposal & Invoice Management
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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