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RDStation CRM Integrado com Trello

Uso o RDStation CRM, fiz a integração com o TRELLO, quando finalizo uma venda lá, ele cria um cartão automaticamente no TRELLO. 

 

Consigo definir que o card seja criado com base em um modelo pré-definido?

Se sim, alguém poderia me ensinar como faço isso?


Aguardo retorno e conto com a ajudar de vocês.

1 answer

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Iain Dooley Community Leader Jun 10, 2020

@Rômullo_Ferro Você pode automatizar a adição de certas coisas a esse cartão, por exemplo, uma lista de verificação com etapas de embarque para uma transação fechada, usando Butler. Algo assim:

2020-06-10 at 7.17 pm.png

Muito agradecido pelo retorno, vou tentar implementar e aviso aqui ;)

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