Create Trello cards for new clients in Time To Pet
Stay organized and efficient with this workflow. Whenever a new client is created in Time To Pet, a card will be instantly created in Trello. This seamless connectivity ensures you can easily track new clients, manage tasks associated with them, and stay on top of your client expansion without having to manually transfer information. Make your client management more efficient, saving you valuable time.
Stay organized and efficient with this workflow. Whenever a new client is created in Time To Pet, a card will be instantly created in Trello. This seamless connectivity ensures you can easily track new clients, manage tasks associated with them, and stay on top of your client expansion without having to manually transfer information. Make your client management more efficient, saving you valuable time.
- When this happens...New Client Created
Triggers when a new client is created in Time To Pet.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItBoard ID
List ID
Filter
Try It
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItNew Board
Triggers when a new board is added.
Try ItBoard ID
List ID
Card ID
Try It