Cling + Trello
Create Trello cards from newly accepted Cling documents for seamless organization
Efficiently manage your project tasks whenever a document is accepted in Cling. With this workflow, once a document gets approved in the Cling app, a new card will be created in your specified Trello board, making it easy to keep track of progress and work on tasks seamlessly. Save time and ensure all your tasks are organized for a smooth project management experience.
Efficiently manage your project tasks whenever a document is accepted in Cling. With this workflow, once a document gets approved in the Cling app, a new card will be created in your specified Trello board, making it easy to keep track of progress and work on tasks seamlessly. Save time and ensure all your tasks are organized for a smooth project management experience.
- When this happens...Document Accepted
Triggers when a document changes status to accepted.
- automatically do this!Create Card
Triggers when a new card is added.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
