Jetpack Workflow + Proposify + Trello Integrations

How to connect Jetpack Workflow + Proposify + Trello

Zapier lets you send info between Jetpack Workflow and Proposify and Trello automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Jetpack Workflow + Proposify + Trello

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Jetpack Workflow, Proposify, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Jetpack Workflow triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Template

    • Job Name

    • Client ID

    • Job Manager

    • Description

    • Due

    Action
    Write
    • Client IDRequired

    • Company Name

    • First Name

    • Last Name

    • Email Address

    • Description

    • Phone

    • Street Address

    • City

    • State/Province/Region

    • Zip/Postal Code

    • Website

    • Tags

    • QuickBooks ID

    Action
    Write
    • Search QueryRequired

    • Company Name

    • First Name

    • Last Name

    • Email Address

    • Description

    • Phone

    • Street Address

    • City

    • State/Province/Region

    • Zip/Postal Code

    • Website

    • Tags

    • QuickBooks ID

    Action
    Search or write

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How Jetpack Workflow + Proposify + Trello Integrations Work

  1. Step 1: Authenticate Jetpack Workflow, Proposify, and Trello.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
jetpack-workflow logo
jetpack-workflow logo

About Jetpack Workflow

Workflow Software Built To Help Your Growing Firm

Related categories

  • Project Management
proposify logo
proposify logo

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Learn more

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 moreHelp

Related categories

  • Project Management

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