Notify team members in messaging platform, log proposal activity in Trello

Notify your team members in Trello when a client opens a proposal for the first time in Offri, and log this activity by adding a comment on the relevant project card. This keeps everyone informed and enhances project tracking.

Notify team members in messaging platform, log proposal activity in Trello

Workflow preview:

Zap details:

Overview

Notify your team members in Trello when a client opens a proposal for the first time in Offri, and log this activity by adding a comment on the relevant project card. This keeps everyone informed and enhances project tracking.

Notify team members in messaging platform, log proposal activity in Trello