Cling + Trello
Archive cards in Trello when new documents are accepted in Cling
When a document is accepted in the Cling app, ensure it's organized in your Trello system with this convenient workflow. By setting up this seamless process, every time you approve a document in Cling, it will create an archive card in Trello. This means your important documentation will be safely stored and easily accessible for future references, thereby saving you time and enhancing productivity.
When a document is accepted in the Cling app, ensure it's organized in your Trello system with this convenient workflow. By setting up this seamless process, every time you approve a document in Cling, it will create an archive card in Trello. This means your important documentation will be safely stored and easily accessible for future references, thereby saving you time and enhancing productivity.
- When this happens...Document Accepted
Triggers when a document changes status to accepted.
- automatically do this!Archive Card
Archives a card.
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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
