Move proposals to Trello boards automatically on close
Trello is a flexible, visual kanban-style project management tool beloved by agencies and freelancers for its simplicity. When connected to Pitchsite, every signed proposal creates a new Trello card or board — client details, deliverables, and notes ready and waiting for your team.
A step-by-step look at how Trello and Pitchsite work together.
Authenticate using your Trello API key and token. Choose which board and list to use for new client projects.
Define how client name, project scope, budget, and deadline map to the Trello card title, description, labels, due date, and custom fields.
When a Pitchsite proposal is accepted, a Trello card is created in your "New Clients" list with all the key project info pre-populated.
The signed proposal document is attached to the Trello card automatically — your delivery team always has the source of truth handy.
As work progresses in Trello, custom field updates can trigger Pitchsite to update the client relationship record or draft a check-in message.
Real ways agencies use Trello and Pitchsite together.
For small agencies that don't need complex PM software, Trello + Pitchsite is the perfect stack: simple sales with Pitchsite, simple delivery tracking with Trello.
Solo freelancers use Pitchsite to win clients and Trello to manage their work. The integration means zero admin between closing a deal and starting the project.
See all your active client projects at a glance on a Trello board — from kickoff to delivery to invoice. Every card links back to the original Pitchsite proposal.
Design agencies use Trello to manage revision rounds and creative briefs. Pitchsite feeds the approved scope directly into the Trello card so designers know exactly what was sold.
Why agencies connect Trello to Pitchsite.
Move proposals to Trello boards automatically on close
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. In the integration settings, you can choose to create a new board (from a template) or a new card in an existing board per signed proposal.
Yes. If you have Trello's Custom Fields Power-Up enabled, Pitchsite can populate custom fields on the card — budget, client type, project phase, etc.
Yes. Default card members can be configured so the right team member is assigned to every new client card automatically.
The Butler automation Power-Up, Time in List, and Card Aging Power-Ups all complement the Pitchsite integration well for tracking project health.
Other tools that work well alongside Trello + Pitchsite.