01
Put every signed job on the board
- WhenQuoteCloudRecipient Signed Document
- ThenTrelloCreate Card
A card appears in the To schedule list with the client's name, address, the job and the quote total, ready to be given a date.
Trade servicesTrQuoteCloud + Trello
Signed in QuoteCloud, on the Trello jobs board
When a client signs a quote or pays a deposit, Zapier can create a Trello card in the right list with the client, job and value on it. The team that schedules the work sees new jobs arrive without anyone copying details across.
Connect on Zapier Start free trial
Connects through QuoteCloud’s Zapier app · Essentials and up
Tr
What Trello is
Trello is a board-and-card tool that small teams use to track jobs from booked to done. QuoteCloud customers use it as the jobs board that picks up where the quote leaves off.
See the QuoteCloud + Trello Zaps on ZapierWorkflows
Three Zaps worth building first
Each one is a trigger in one app and the steps that follow in the other. Build them as they are, or change any step.
02
Start the job card when the deposit is paid
- WhenQCQuoteCloudDocument Part Paid
- ThenTrTrelloCreate Card
- ThenTrTrelloAdd Checklist to Card
Once the deposit comes in through the quote, a job card is created with a checklist for materials, site prep and the build days.
Landscaping & gardening03
Follow up when a client opens a proposal
- WhenQCQuoteCloudRecipient First Viewed Document
- ThenTrTrelloCreate Card
A card lands in the Follow up list the first time the client opens the proposal, so the right person calls while it's fresh.
Events & functionsIn practice
How three businesses use QuoteCloud with Trello
Example businesses from our industry pages, and the job the connection does for each.
Trade services
Ridgeline Trade Services
Ridgeline Trade Services quotes jobs like a hot water replacement, where the homeowner ticks the system they want before signing. When Hannah Whitfield signed, Zapier created a card in the To schedule list on Ridgeline's Trello board with her name, address and the quote total. Nadia Brooks in the office booked Mia Tran in for the install without retyping a thing.
QuoteCloud for trade servicesLandscaping & gardening
Larkspur Garden Co.
Larkspur Garden Co. takes a deposit on bigger jobs like a backyard makeover through the quote itself. When Ava Marsh paid the deposit, Zapier created a job card on Larkspur's Trello board and added a checklist for plants, materials, site prep and build days. Noah Field orders stock from the checklist and moves the card along as the crew works.
QuoteCloud for landscaping & gardeningEvents & functions
Tidewell Pavilion
Tidewell Pavilion sends proposals like Sophie's 40th, with menu and room options for Sophie Tran to choose from. The first time Sophie opened the proposal, Zapier created a card in the Follow up list on the functions team's Trello board. Elena Brooks called her that afternoon, answered her questions about the room, and Sophie ticked her options and signed later that week.
QuoteCloud for events & functionsSetup
Set it up in Zapier
- 1
Connect both apps in Zapier
Add QuoteCloud and Trello to a new Zap and sign in to each. Zapier access to QuoteCloud is on the Essentials plan and up.
- 2
Pick the QuoteCloud trigger
Choose Recipient Signed Document, Document Part Paid or Recipient First Viewed Document, depending on when a card should appear.
- 3
Map the card
Choose Trello Create Card, pick the board and list, and map the client's name, document name and total into the card title and description.
- 4
Test, then switch it on
Run a test with a real document, check the card on your board, and turn the Zap on.
QuoteCloud’s Zapier app and API are on the Essentials plan and up. Documents created through the API or Zapier carry a per-document fee of US$2.00, $1.80 or $1.60 by volume.
FAQ
QuoteCloud and Trello: questions
Does it sync both ways?
No. The Zaps you build are one-way: a QuoteCloud event, like a signature or a deposit, makes Zapier create a card or add a checklist in Trello. Moving or archiving the card doesn't change the QuoteCloud document. If you want a Trello change to do something in QuoteCloud, such as Card Moved to List updating the document's status, that's a separate Zap you build.
Can the card include the signed PDF?
Not as a lasting link. The PDF link QuoteCloud gives Zapier is short-lived, so it isn't suitable for a card description. Most teams put the client, job and total on the card and keep the signed PDF in QuoteCloud, or add a storage step that uploads it to Google Drive, Dropbox or Box straight away.
Will I get duplicate cards?
Recipient Signed Document fires for each signer, so a quote with two signers can create two cards. If that matters, use Document Signing Complete instead, which fires once when everyone has signed. Recipient First Viewed Document only fires the first time each recipient opens the document.
What does it cost?
Zapier access is on QuoteCloud's Essentials plan and up. Creating Trello cards doesn't create QuoteCloud documents, so the per-document fee for documents created through Zapier or the API (US$2.00, falling to $1.80 and $1.60 by volume) doesn't apply. Two-step Zaps like the checklist example need a Zapier plan that allows multi-step Zaps.
More popular products to connect
See all popular products- As AsanaPopularProjects & workAsana is a work management app where teams plan projects, assign tasks and track deadlines. via Zapier
- CU ClickUpProjects & workClickUp is a work management app for tasks, lists, docs and time tracking. via Zapier
- Ji JiraProjects & workJira is Atlassian's issue and project tracker, used by software, IT and security teams to plan and track work. via Zapier
Send the quote in QuoteCloud. Let Zapier do the follow-through.
Try QuoteCloud free for 14 days, then connect Trello through Zapier when you’re on Essentials or above.
Don’t see your app?
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.