Trello Integration

Modified on Fri, 13 Jan 2023 at 03:44 AM

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 Integrations page



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

Fresh Proposals Software + Trello Integration - Connect


Enable Access Permission

While connecting your Trello account with Fresh Proposals, you can review the permission required for the integration to work

Fresh Proposals Software + Trello Integration- Access Permissions


Select Board, List and Enable Card Creation

Once connected, you can select which board and list to be used to add new card toFresh Proposals Software+ Trello Integration - Connect Board, Select List


Sample Card Created in a Trello Board

As the proposal status changes to Signed or Accepted, new card is added to desired board + list.

Fresh Proposals Software + Trello Integration- Board With New Card


Card Details as seen in the Trello Board

Newly added card has description about client and its email id who have accepted /signed the proposalFresh Proposals Software + Trello Integration- New Card Opened

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article