creating a Trello board + Using Zapier to automate
$30-250 USD
Opravljeno
Objavljeno pred približno 1 letom
$30-250 USD
Plačilo ob dostavi
When you add the bid, please write down if you are familiar with Trello and Zapier. Also, write down general questions that are not clear.
Workflow :
Trello board having 3 lists : pending, processing, done.
1. Team member submits a Google Forms based on client requirements which will automatically create a new card in "Pending".
Information on Google Forms that needs to be filled by team member :
* Client WhatsApp Number (Card Title) Note : For card title, It has to be the Client whatsapp number followed by a "-" and then a 3 random number
* client notes about the request (Card Description)
* Attachment documents if provided (Attached on card)
* Deadline (Date and Time on card)
2. When the new card is added into "pending", Google Drive automatically generates a unique folder for each new Trello card (Folder name will be the Card Title). Inside the Folder, it will have a website shortcut link of the trello card and also a google sheets document that has the review of the google forms response. and the same folder will also have the attached documents of the response. Also another sub-folder that is named "Processing" that will have inside it a folder called "Done".
3. In the Card description, there will be a link that directly goes to the google drive folder that is created.
4. Alert will be given whenever a new card is added in "Pending" "Processing" or "Done"
3. In the Card description, there will be a link that directly goes to the google drive folder that is created.
4. Alert will be given whenever a new card is added in "Pending" "Processing" or "Done"
Master qualification
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