How to connect and use Trello to create cards corresponding to proposals accepted by clients using Fresh Proposals.
Note: Currently this integration is available to Professional / WE CAN FLY plan.
You can find the Trello integration option in settings
Now you can automate project management based on proposal acceptance/signing using Trello. Presenting Fresh Proposals integration with Trello.
You can connect your Trello account with Fresh Proposals
Enable Access Permission
While connecting your Trello account with Fresh Proposals, you can review the permission required for the integration to work
Select Board, List and Enable Card Creation
Once connected, you can select which board and list to be used to add new card to
Sample Card Created in a Trello Board
As the proposal status changes to Signed or Accepted, new card is added to desired board + list.
Card Details as seen in the Trello Board
Newly added card has description about client and its email id who have accepted /signed the proposal