An automated workflow using integromat
Connects Quotient + Trello
Create a new Trello card for a new accepted quote in Quotient
About this workflow template
This automation scenario allows you to connect Quotient and Trello
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Quotient and Trello can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Quotient
New Event in Quotient
Triggers when a new event occurs.
Then this action happens in Trello
Create a Card in Trello
Creates a new card.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a new Trello card for a new accepted quote in Quotient.
Part I
Configure Applications
First, we need to connect Quotient and Trello to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Quotient to Make.com.
Give Make.com access to your Quotient account, using Quotient credentials.
Connect Trello to Make.com.
Give Make.com access to your Trello account, using Trello credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Quotient
Choose the following trigger: New Event (Triggers when a new event occurs.).
Then set up an Action for Trello
Choose this action: Create a Card (Creates a new card.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Quotient and Trello.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a new Trello card for a new accepted quote in Quotient!
Related Automation Templates
Supported triggers and actions
New card
Triggers when a new card is added.
triggerbyzapierautomateiopabbly-connectCard moved to list
Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).
triggerbyzapierautomateioNew activity
Triggers when there is activity in Trello.
triggerbyzapierautomateioNew label added to card
Triggers when a label is added in a Trello card.
triggerbyzapierWatch cards
Triggers when a new card is added.
triggerbyintegromatNew notification
Triggers when you get a new notification in Trello.
triggerbyzapierautomateiopipedream
Create contact
Creates a new Contact.
actionbyzapierCreate lead
Creates a new Lead.
actionbyzapierQuote accepted
Triggers when a Quote is Accepted.
triggerbyzapierQuote sent
Triggers when a New Quote is first Sent.
triggerbyzapierCustomer asked question
Triggers when a Customer asks a New Question.
triggerbyzapierCustomer viewed quote
Triggers every time a Customer views a Quote.Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
triggerbyzapier
Apps you need
Trello is an easy-to-use collaboration tool that helps you organize your projects, no matter the size. With boards, lists, and cards, you can prioritize tasks and stay on top of everything from the big picture to the smallest details. Connect with your team in real-time and integrate with other key tools for seamless cross-team collaboration.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
