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.

  1. When this happens...
    Offorte ProposalsOfforte Proposals
    Proposal Won

    Triggers when a proposal is won.

    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

  • Offorte Proposals triggers, actions, and search

    Contact Person Created

    Triggers when a contact person is created.

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

    Product Directory Deleted

    Triggers when a product directory is deleted.

    Trigger
    Instant
    Try It
offorte-proposals logo
offorte-proposals logo

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

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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