Create new Trello boards for each new client in Service Provider Pro
Keep all your client information organized with this efficient workflow. Whenever a new client is added on Service Provider Pro, a corresponding board is diligently created in Trello. This allows you to track and manage client projects effectively, without having to manually transfer information between systems. Benefit from this streamlined process and concentrate on providing superior services.
Keep all your client information organized with this efficient workflow. Whenever a new client is added on Service Provider Pro, a corresponding board is diligently created in Trello. This allows you to track and manage client projects effectively, without having to manually transfer information between systems. Benefit from this streamlined process and concentrate on providing superior services.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Board
Triggers when a new board is added.
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