Make.com Fresh Proposals Trello Sales Automation Project Management

Automatically Create Trello Cards When Proposals Are Accepted

Seamlessly connect Fresh Proposals with Trello to turn won deals into actionable projects instantly

Get This Workflow → Make.com · Fresh Proposals · Free Template
Automation workflow diagram showing Fresh Proposals connecting to Trello via Make.com

What This Workflow Does

This automation solves the common bottleneck where accepted proposals sit in your sales pipeline while your project team waits to begin work. By automatically creating Trello cards the moment a Fresh Proposals deal is accepted, you eliminate manual data entry and accelerate project kickoffs.

The workflow monitors your Fresh Proposals account for newly accepted proposals. When detected, it extracts key details like client name, project scope, and contract value, then creates a corresponding Trello card in your specified board and list. This gives your project team immediate visibility into new work without email alerts or manual card creation.

How It Works

1. Fresh Proposals triggers the workflow

Make.com continuously monitors your Fresh Proposals account for newly accepted proposals. The moment a client accepts a proposal, Fresh Proposals sends this status change to Make.com.

2. Proposal details are extracted

The workflow pulls all relevant information from the accepted proposal including client details, project description, contract value, and any custom fields you've set up in Fresh Proposals.

3. Trello card is created automatically

Using the extracted data, Make.com creates a new card in your specified Trello board and list. You can customize exactly which fields map to Trello card properties like title, description, labels, due dates, and custom fields.

4. Optional team notifications

The workflow can optionally notify your team via Slack, email, or other channels that a new project has been added to Trello, keeping everyone in sync.

Who This Is For

This automation is ideal for:

  • Digital agencies that need to quickly transition sold projects to production
  • Consultants who want to eliminate administrative work between sales and delivery
  • Freelancers managing multiple client projects who need better organization
  • Businesses using Fresh Proposals for sales and Trello for project management
  • Teams that lose time manually recreating proposal information in Trello

What You'll Need

  1. A Make.com account (free plan available)
  2. Fresh Proposals account with admin access
  3. Trello account with edit permissions to your project board
  4. Basic understanding of how to connect apps in Make.com

Quick Setup Guide

  1. Click "Get This Workflow" to copy the template to your Make.com account
  2. Connect your Fresh Proposals account in the Make.com scenario
  3. Connect your Trello account and specify the target board/list
  4. Map the Fresh Proposals fields you want transferred to Trello
  5. Test with a sample accepted proposal to verify the card creation
  6. Turn on the scenario to go live with your automation

Pro tip: Add a custom field in Trello for "Proposal Value" to help your team prioritize high-value projects immediately.

Key Benefits

Eliminate manual data entry between your sales and project teams, saving 15-30 minutes per project setup.

Reduce project startup delays by instantly creating Trello cards the moment proposals are accepted.

Maintain data accuracy by automatically transferring information without human copying errors.

Improve team visibility with immediate Trello card creation that keeps everyone informed.

Scale your operations by removing this administrative bottleneck as your proposal volume grows.

Frequently Asked Questions

Common questions about Fresh Proposals and Trello integration

Connecting Fresh Proposals with Trello eliminates manual data entry between sales and project teams. When a proposal gets accepted, the project details automatically appear in Trello where your team can start working immediately without waiting for handoffs or risking data errors from manual copying.

This integration creates a seamless handoff between your sales pipeline and project execution. Your team gains visibility into new work the moment it's sold, while eliminating the administrative overhead of recreating information across systems.

This workflow typically transfers client name, project scope, proposal value, and key dates. You can customize exactly which fields map to Trello card fields like title, description, labels, due dates, and custom fields based on your team's workflow requirements.

Common mappings include proposal title becoming the Trello card name, the scope section populating the card description, and custom fields for budget, priority level, or client contacts. The template provides flexibility to match your specific project setup process.

Automating this process saves 15-30 minutes per project that would otherwise be spent manually creating cards, copying details, and notifying teams. For agencies handling 20+ projects monthly, this adds up to 5-10 hours of saved administrative work each month.

Beyond time savings, automation ensures consistency in how projects are set up and reduces the risk of important details being overlooked during manual data transfer between systems.

Yes, the Make.com template lets you specify exactly which Trello board and list should receive new cards. You can even set rules to place different types of projects in different lists based on proposal value, service type, or other criteria from Fresh Proposals.

For example, you might route all design projects to one list and development projects to another, or segment by client tier. The workflow supports these advanced routing scenarios to match your team's organizational structure.

The workflow supports mapping any Fresh Proposals field to Trello custom fields. Common additions include budget hours, project codes, priority levels, or client contact information that your team needs accessible on the Trello card.

You can extend the template to pull data from additional Fresh Proposals fields or even calculate derived values (like estimated completion date based on proposal start date and duration) before creating the Trello card.

Make.com workflows have 99.9% uptime reliability. The platform monitors all connections and will retry failed operations automatically. You'll receive notifications if any issues require attention, ensuring no accepted proposals slip through the cracks.

The system includes built-in error handling for common scenarios like temporary API outages or rate limits. You can also configure additional alerts to notify you if cards fail to create, though this is extremely rare in practice.

Absolutely! GrowwStacks specializes in building tailored automation systems that connect your exact business apps and workflows. We can design a custom solution that handles your unique proposal approval process, team notifications, and project setup requirements.

Our automation consultants will work with you to understand your current sales-to-delivery handoff and design a system that eliminates friction points. Common enhancements include adding approval steps, integrating additional apps like your CRM or time tracking, and creating detailed project templates in Trello.

  • Free consultation to map your workflow
  • Custom-built automation solution
  • Ongoing support and optimization

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