Sunwise + Trello
Create new Trello cards for every new project created in Sunwise
Streamline your project management process with this efficient workflow. Whenever a new project is created in the Sunwise app, a corresponding card is instantly made in Trello. This saves time, eliminates the need for manual data entry and ensures no project detail falls through the cracks, thus heightening your productivity and project efficiency.
Streamline your project management process with this efficient workflow. Whenever a new project is created in the Sunwise app, a corresponding card is instantly made in Trello. This saves time, eliminates the need for manual data entry and ensures no project detail falls through the cracks, thus heightening your productivity and project efficiency.
- When this happens...Created Project
Triggers when a proposal is created in a project.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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New Contact
Triggers when a contact is create in a Sunwise account.
Try ItUpdated Contact
Triggers when a contact is update.
Try ItContact IDRequired
Project NameRequired
Zip Code
Service Number
Project IDRequired
Created Project
Triggers when a proposal is created in a project.
Try ItNameRequired
Last Name
Email
Telephone
Agent
Company
Contact status
Contact origin
Status
Integration source
Proposal IDRequired
Project IDRequired
