Offorte Proposals + Trello
Create Trello cards for newly won proposals in Offorte Proposals
Boost your efficiency with this seamless connection between Offorte Proposals and Trello. Whenever you mark a proposal as won in Offorte Proposals, a fresh card takes form in Trello. This organized approach ensures a smooth transition of successful proposals into your project management process, enhancing consistency and saving valuable time.
Boost your efficiency with this seamless connection between Offorte Proposals and Trello. Whenever you mark a proposal as won in Offorte Proposals, a fresh card takes form in Trello. This organized approach ensures a smooth transition of successful proposals into your project management process, enhancing consistency and saving valuable time.
- When this happens...
Proposal WonTriggers when a proposal is won.
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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Contact Created
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Person Updated
Triggers when a contact person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Created
Triggers when a product directory is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Updated
Triggers when a product directory is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Closed
Triggers when a proposal is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Created
Triggers when a proposal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Updated
Triggers when a proposal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
TypeRequired
Email
Street
Zipcode
City
State
Country
Phone
Fax
Internet
Linkedin
Facebook
Twitter
Instagram
Coc Number
Vat Number
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
Product NameRequired
Short Description
SKU
Price
VAT ID
Recurring
Selectable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Type PluralRequired
Contact IdRequired
Contact PeopleRequired
Proposal Template IdRequired
Design Template IdRequired
Text Template IdRequired
Account User IdRequired
NameRequired
Price Total
Status
Tags
Custom Fields
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Name
Street
Zipcode
City
State
Country
Phone
Fax
Email
Internet
Linkedin
Facebook
Twitter
Instagram
Coc Number
Vat Number
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product NameRequired
PriceRequired
VAT IDRequired
Short Description
Product Directory
SKU
Recurring
Selectable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Proposal IdRequired
Contact Id
Contact People
Design Template Id
Text Template Id
Account User Id
Name
Price Total
Status
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
Search TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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
Contact Person Created
Triggers when a contact person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Deleted
Triggers when a product directory is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Updated
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Comment
Triggers when a customer comment on a proposal is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Send
Triggers when a proposal has been send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Won
Triggers when a proposal is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Type PluralRequired
Contact IdRequired
EmailRequired
FullnameRequired
Firstname
Lastname
Salutation
Street
Zipcode
City
State
Country
Phone
Mobile
Internet
Linkedin
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Directory NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Proposal IdRequired
Send Message IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Contact Person IdRequired
Email
Fullname
Firstname
Lastname
Salutation
Street
Zipcode
City
State
Country
Phone
Mobile
Internet
Linkedin
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
New Directory NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
Contact Type PluralRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard 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
About Offorte Proposals
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