Winning a deal in your company is the beginning of the next process you manage with Trello? Connect it to Livespace by using Zapier application, so after winning a deal, a new card will be automatically added to your board in Trello.
How the Livespace with Trello integration works?
You win a deal in Livespace
Zapier automatically adds a card on the Trello board
Zapier configuration
Step 1 – Trigger
Log in to your Zapier account and press Create.
2. Select the application that will trigger the action, Trigger App. Find Livespace on the list.
3. Check the option Change in Deal Status.
4. Connect Zapier to your Livespace account. Select Sign in to Livespace.
5. In a new window, enter your data from Livespace (You can find them on your Livespace account in Account settings tab > API > Users):
Account name, for example abc.livespace.io
API key and API secret selected user.
6. Confirm with Yes, Continue to Livespace.
At this stage, it is worth winning a test deal in Livespace so that Zapier can download sample data for further configuration. If you have more than one winning opportunity, select the one whose data you want to use when creating the last step and confirm with the Continue with selected record button.
Step 2 – Filter
As the next step, select the Filter by Zapier option.
2. Configure the filter conditions so that only deals with the status: Status Name / (Text) Contains / Won match it and confirm with Continue.
Step 3 – Action
Go to the next step configuration – action. In the field for searching apps, select Trello.
Set the new card in Trello as an action, that is Create card.
3. Log into your Trello account.
4. Allow Zapier to use your Trello account by selecting Allow.
5. In the next step, select the Board and List where the new card is to be added and specify the name of the card.
After a successful test, publish your Zap. Done!
Every time after winning the deal in Livespace, the card will appear on your board in Trello.