Kanban Tool + QuickBooks Online

Create tasks in Kanban Tool from new estimates in QuickBooks Online

Streamline your project management with this efficient workflow. When a new estimate arises in QuickBooks Online, a corresponding task is instantly created in your Kanban Tool. This connects your financial data with your project management tool, bridging the gap between your bookkeeping and task planning processes. It will save you time, ensure no estimate gets overlooked, and enhance team productivity.

Streamline your project management with this efficient workflow. When a new estimate arises in QuickBooks Online, a corresponding task is instantly created in your Kanban Tool. This connects your financial data with your project management tool, bridging the gap between your bookkeeping and task planning processes. It will save you time, ensure no estimate gets overlooked, and enhance team productivity.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Estimate

    Triggers when you add a new estimate.

    TriggerInstant
  2. automatically do this!
    Kanban ToolKanban Tool
    Create Task

    Creates a new task on a specific board.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About Kanban Tool

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

Related categories

  • Project Management

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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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