Cling + Trello

Creates a Trello card when a Cling document is sent

Creates a Trello card with some basic project information when you send a proposal or contract with Cling.

Creates a Trello card with some basic project information when you send a proposal or contract with Cling.

  1. When this happens...
    ClingCling
    New Document

    Triggers when a new document is created.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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Supported triggers and actions

  • Cling triggers, actions, and search

    Document Accepted

    Triggers when a document changes status to accepted.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    Document Denied

    Triggers when a document changes status to denied.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    Document Sent

    Triggers when a document changes status to sent.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    Document Accepted PDF

    Triggers when a PDF is available after a document was accepted

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    Document Expired

    Triggers when a document changes status to expired.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    Document Viewed

    Triggers when a client views the document for the first time.

    Trigger
    Instant
    Try It
    • Client 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

    Action
    Write
cling logo
cling logo

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

  • Proposal & Invoice Management
trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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