Better Proposals + Trello
Move cards to list in Trello when proposals are signed in Better Proposals
When a proposal is signed in Better Proposals, seamlessly manage your project progression by shifting cards to a specific list in Trello with this workflow. It helps keep your project management clutter-free and enables you to track the status of signed proposals without the manual work. This automation optimizes your workflow, making proposal management more efficient.
When a proposal is signed in Better Proposals, seamlessly manage your project progression by shifting cards to a specific list in Trello with this workflow. It helps keep your project management clutter-free and enables you to track the status of signed proposals without the manual work. This automation optimizes your workflow, making proposal management more efficient.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Move Card to List
Moves a specific card to a list on a specific board.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItNew Board
Triggers when a new board is added.
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Board
List
Filter
Try It
