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Cling + Trello

Cling + Trello

Cling + Trello integrations

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.

  1. When this happens...
    Document Accepted
    Document Accepted
    Document AcceptedTriggers when a document changes status to accepted.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Cling and Trello

Discover other triggers and actions you can use with Cling and Trello

  • 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
    Document Accepted PDF

    Triggers when a PDF is available after a document was accepted

    Trigger
    Instant
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  • 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 name
      Required
    • 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
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About Cling
Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!
Related categories
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories
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