How to integrate Trello with your apps: Top 15 integrations revealed
Streamline workflows and boost productivity with top 15 Trello integrations. Enhance business operations and improve task management seamlessly.
Better Proposals + Trello Integration
Connect Better Proposals to Trello in 1 click
Free forever.Use premium features free for 14 days.1.
Proposal is signed in Better Proposals- Proposal is created in Better Proposals
- Proposal is sent in Better Proposals
- Proposal is opened in Better Proposals
Card is created in Trello- Card is moved to list in Trello Instant
- Card is updated in Trello Instant
- Comment is added to a card in Trello
- Card is archived in Trello
- Label is added to card in Trello Instant
- Notification is created in Trello
- Checklist is created in Trello
- Activity is created in Trello Instant
- Member is added to card in Trello
- Board is added in Trello
- Label is created in Trello
- Attachments is added to card in Trello
- List is created in Trello
2.
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Who Is This Integration For?
Sales Teams
Project Managers
Marketing Agencies
Freelancers
Business Consultants
Sales Teams
Sales teams often struggle with keeping track of client proposals and ensuring all proposal updates and leads are documented in their task management system for follow-up actions.
Project Managers
Project managers need an efficient way to track new proposals and relate them to ongoing projects in Trello without duplicating efforts and information.
Marketing Agencies
Marketing agencies frequently deal with a high volume of proposals and require a streamlined method for organizing these proposals into actionable tasks or campaigns in Trello.
Freelancers
Freelancers need to manage multiple client proposals while keeping their projects organized. It's easy to lose track of proposals if they are not synced with their task boards.
Business Consultants
Consultants often juggle numerous client proposals and need an effective way to immediately connect proposals with related tasks and deadlines in Trello to provide timely follow-up.
What Can You Automate With Better Proposals + Trello
Create Trello Card for New Proposal
Whenever you send a new proposal in BetterProposals, automatically create a card in Trello. This helps you ensure every proposal is followed up with actionable steps on your to-do list.
Update Trello Card When Proposal Status Changes
Automatically update a Trello card when a proposal in BetterProposals changes status. This keeps your task board in sync with real-time proposal progress, so you always know what's next.
Attach Proposal PDF to Trello Card
Whenever a proposal is finalized in BetterProposals, attach its PDF to a Trello card. This centralizes your documents, making it easy to find all proposal details without leaving Trello.
Add Label When Proposal Is Approved
When a client approves a proposal in BetterProposals, add a specific label to the corresponding Trello card. This visual indicator helps you prioritize and track approved projects effortlessly.
Move Trello Card When Proposal Is Declined
If a proposal gets declined in BetterProposals, automatically move the related Trello card to a separate list. This helps you manage your pipeline efficiently, focusing on active opportunities.
And much more...
Top 10 Most Popular Better Proposals Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Better Proposals proposal
Create PerfexCRM contact for new Better Proposals proposal
Create Better Proposals proposal for new CompanyHub deal
Create Bitrix24 contact for new Better Proposals proposal
Create Better Proposals proposal for new Salesflare opportunity
Create Google Sheets row for new Better Proposals proposal
Create PerfexCRM contact for new Better Proposals proposal
Create Better Proposals proposal for new CompanyHub deal
Create Bitrix24 contact for new Better Proposals proposal
Create Better Proposals proposal for new Salesflare opportunity
Create Xero sales invoice from new Better Proposals proposal
Create CompanyHub contact for new Better Proposals proposal
Create CompanyHub record for new Better Proposals proposal
Create CompanyHub deal for new Better Proposals proposal
Create Better Proposals proposal for new CompanyHub company
Create Xero sales invoice from new Better Proposals proposal
Create CompanyHub contact for new Better Proposals proposal
Create CompanyHub record for new Better Proposals proposal
Create CompanyHub deal for new Better Proposals proposal
Create Better Proposals proposal for new CompanyHub company
Top 10 Most Popular Trello Automations from
Integrately Community
Most popular
01
Create Trello card for new WhatsApp message
02
Send Telegram message for new Trello card
03
Send WhatsApp message for new Trello card
04
Send message from Telegram for new message received in Trello
05
Create Trello card for new Google Tasks task
06
Create Clockify task for new Trello card
07
Create Trello card for new Calendly event invitee
08
Send message from ClickSend SMS for new message received in Trello
09
Send notification from Pushover for new message received in Trello
10
Create Trello card for new ActiveDEMAND contact
Most popular
01
Create Trello card for new WhatsApp message
02
Send Telegram message for new Trello card
03
Send WhatsApp message for new Trello card
04
Send message from Telegram for new message received in Trello
05
Create Trello card for new Google Tasks task
06
Create Clockify task for new Trello card
07
Create Trello card for new Calendly event invitee
08
Send message from ClickSend SMS for new message received in Trello
09
Send notification from Pushover for new message received in Trello
10
Create Trello card for new ActiveDEMAND contact
How Integrately Works?
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Price Comparison with Popular Alternatives
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in $19.99
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You Can Also Connect Better Proposals or Trello With 1400+ Other Apps
Better Proposals
Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!
Trello
Trello is the visual collaboration platform that gives teams perspective on projects. Use it to keep track of everything from a simple project checklist to a complex workflow, and get instant notification of changes.
