Ignition + Trello
Create new cards in Trello boards when a proposal is accepted in Ignition
When you sign up a new client to your professional services business, there's always a number of steps you need to take to onboard your new client. This Ignition-Trello integration will create a new card in the Trello board of your choice, immediately after your client accepts their Ignition proposal. You can even create a checklist, assign the card and set a due date (and much more) for the card, automatically!
When you sign up a new client to your professional services business, there's always a number of steps you need to take to onboard your new client. This Ignition-Trello integration will create a new card in the Trello board of your choice, immediately after your client accepts their Ignition proposal. You can even create a checklist, assign the card and set a due date (and much more) for the card, automatically!
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
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